Wealth Strategy

ELC Advisors
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  • 每週更新

A financial podcast covering an array of personal finance, investing and life topics. We discuss the fundamentals of investing, health and happiness.

  1. 8月28日

    Questions to Ask a New Financial Advisor

    Our firm: https://www.elcadvisors.com/   Here are eight key questions to ask a financial advisor to ensure they’re the right fit and can help you achieve your financial goals: What are your qualifications and credentials?  How do you get paid?  Are you a fiduciary?  What is your investment philosophy?  How will you help me achieve my specific financial goals?  What services do you provide?  How often will we communicate, and how?  Can you provide references or examples of past client success? These questions will help you assess their expertise, alignment with your goals, and transparency, setting the foundation for a productive relationship.

    9 分鐘

  2. 8月22日

    10 Tips for Money

    Digging deep into the best money tips out there on this one.     If you need a financial advisor, consider contacting us at: www.elcadvisors.com

    12 分鐘

  3. 8月22日

    Investing Myths

    Everyone thinks they have the secret to investing.  I'm here to talk about a few of the myths that are often perpetuated.

    13 分鐘

  4. 8月22日

    Good Money Habits

    Good habits are boring, but they are liberating.  Getting into a virtuous cycle with you money habits can be life changing.  In this episode I discuss some good money habits to consider adopting.

    7 分鐘

  5. 8月22日

    What is the 4% Rule?

    In this episode, we dive into the 4% Rule in investing—a popular strategy for retirement planning. We'll break down how the rule works, its historical context, and why many investors use it to determine how much they can safely withdraw from their retirement savings each year. We also explore the potential risks, variations, and updates to the 4% Rule in light of market changes, inflation, and longer life expectancies. Whether you're planning for retirement or just curious about sustainable withdrawal strategies, this episode offers valuable insights to help guide your financial future.   Check out my book on Amazon: https://a.co/d/fTitErc

    6 分鐘

  6. 8月22日

    Become a Great Investor

    It's not easy, but we all have the ability within us to become a great investor.  In this episode, I'll talk about what I think it takes.

    8 分鐘

  7. 8月22日

    5 Reasons to Keep Investing Expenses Low

    In this episode, we break down 5 key reasons why keeping your investing expenses low is crucial for long-term financial success. From reducing fees and boosting returns to minimizing the impact of taxes and staying disciplined during market fluctuations, we’ll cover the important role that costs play in wealth-building. We’ll also discuss how high fees can erode your portfolio over time and why choosing low-cost investment options, like index funds and ETFs, can help maximize your financial gains. Whether you're just starting out or looking to optimize your investment strategy, this episode offers actionable insights for keeping your investing expenses in check. Check out my book on Amazon: https://a.co/d/2uieRae

    4 分鐘

  8. 8月22日

    Investing Rules

    I discuss some important rules to abide by on your investing journey in this episode.  You don't have to listen to them all, but if you even use one, I'll consider it a win. :)

    16 分鐘
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簡介

A financial podcast covering an array of personal finance, investing and life topics. We discuss the fundamentals of investing, health and happiness.

資訊

  • 創作者
    ELC Advisors
  • 活躍年代
    2024年 - 2025年
  • 集數
    17
  • 年齡分級
    兒少不宜
  • 版權
    © Copyright 2025 All rights reserved.
  • 節目網站
    Wealth Strategy