246 episodes
Creating Richer Lives Karl Eggerss
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- Business
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5.0 • 20 Ratings
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Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. It’s time to redefine what it means to have a richer life.
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But Why?
While this podcast is almost 15 years old, there are listeners that may not know the origin of the podcast or the host, Karl Eggerss. On this episode, Karl explains what made him get into the industry in the first place, how he started the podcast, and why he's so passionate about teaching.
Topics discuss on this podcast:
Education Financial Literacy Career Path For more information, go to https://www.creatingricherlives.com
#education #financialliteracy #careerpath #today #listening #captrust @CAPTRUST -
Too Early or Too Late to Buy or Sell?
While April has been bumpy for the stock market, it hasn't given investors a clear sign in either direction whether to buy or sell, depending on the investor's situation. On this podcast, Karl Eggerss gives an update on the current environment and how he's managing portfolios.
Topics discuss on this podcast:
Buying and selling stocks Election Federal Reserve Tax Returns For more information, go to https://www.creatingricherlives.com
#stocks #election #federalreserve #today #listening #captrust @CAPTRUST -
What's Your Number?
Many individuals are looking for a number. What's the number? It's a value of their overall portfolio they feel they need to get to in order to retire comfortably. Does that number exist?
On this podcast, Karl Eggerss explains that while there is a number, that number can and will change over time. Karl gives some items to consider in order build a comprehensive financial plan that will help achieve a more comfortable retirement.
Topics discuss on this podcast:
Financial Planning Retirement The Retirement Number Geopolitical Risk For more information, go to https://www.creatingricherlives.com
#financialplanning #retirement #retirementplanning #today #listening #captrust @CAPTRUST -
Can You Overdo It?
On this episode, Karl Eggerss explains one of the best ways to be a successful investor. But, this investing technique can be overdone. Are you guilty? You'll find out on this podcast.
Topics discuss on this podcast:
Investing Federal Reserve Interest Rates Rebalancing For more information, go to https://www.creatingricherlives.com
#investing #rebalancing #today #listening #captrust @CAPTRUST -
Did Something Just Change?
Due to some recent stronger than expected economic reports, there are some sectors and asset classes that are starting to shine. On this podcast, Karl Eggerss explains which ones they are and if there is a sea change happening. Plus, is your portfolio prepared for the next several months and not the previous several months?
Topics discuss on this podcast:
Gold Energy Stock Rotation Portfolio Allocation For more information, go to https://www.creatingricherlives.com
#gold #stocks #rotation #today #listening #captrust @CAPTRUST -
Should You Convert?
A recent listener suggestion sparked a conversation between Casey Keller, CFA and Karl Eggerss. The topic is Roth IRA conversions.
On this podcast, Karl & Casey break down the pros and cons of converting and whether it makes sense to pay taxes now to avoid paying taxes later. The goal is building wealth and this podcast is full of information on ways to try and achieve greater wealth, potentially through Roth conversions.
Topics discuss on this podcast:
Roth IRA Roth Conversion Taxes Retirement Planning For more information, go to https://www.creatingricherlives.com
#rothira #rothconversion #taxes #today #listening #captrust @CAPTRUST
Customer Reviews
Excellent and Informative
Karl Eggerss does a superb job of educating the listener in matters related to investing and financial planning. He delivers his ideas in a serious way with humor and humility. Definitely 5 stars.
Saturday 11 March 2023
Short and sweet podcast.
Silver linings are good. Markets often bottom in March. The Fed did break something.
It will be interesting to see what the Fed does Monday morning.
It’s insane to think that the Fed would even consider raising interest rates by 0.50.
Best investing and retirement information!
Karl does a fantastic job sharing his wealth of knowledge and we appreciate him very much! He has been a huge help as an advisor to us these past several years and we feel lucky to have found him.
I’ve always wondered about his thoughts on Dave Ramsey’s principles and really enjoyed listening to the podcast. Dave Ramsey steered me in the right direction at a time when I needed it but as I’ve grown in my life I didn’t feel everything I had learned was right for my family any longer. Karl’s philosophy of not paying off low interest loans as described in the podcast was the right move for us at this time in our lives. Living the dream in retirement !!
Great Podcast!!!
Have been listening to Karl since his stint at the Biz Radio network and am thrilled with the new Podcast.
Great stuff for the active trader or even the casual market observer.