Erik Flegal - Podcast Details

Shows

The Catalyst for the TradesMaximizing Deductions & Motivations: Year-End Tax Strategies and Team EngagementIn this episode of The Catalyst for the Trades, host Chuck Staszkiewicz sits down with Erik Flegal, founder and CEO of Family Fortune Financial, to tackle some of the most pressing topics for trade business owners. From essential tax prep strategies to planning memorable holiday parties and re-energizing your team after the new year, this conversation is packed with actionable insights to help you close the year strong and start the next one even stronger.Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with...2024-12-1144 min

Thought and ActionStuck Between a Rock and a Hard PlaceAs the Fed debates the lesser of two evils, what does the data say about the economy? How much longer can people “buy the dip?” In our new episode "Stuck Between a Rock and a Hard Place" Scott Poore talks with Erik about the Fed's tough decision, inflation's impact on the economy, and an impending recession. Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out the answers to these questions and more. Of note, Scott uses slides to educate. Check out our video v...2022-07-1538 min

Thought and ActionWhat is the Fed Doing?Is the Fed moving too fast? Too slow? What are the impacts to the market? In our new episode "What is the Fed Doing?" Scott Poore talks with Erik about the Fed's toolkit, inflation's impact on the consumer, and an impending recession. Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out the answers to these questions and more.2022-06-2226 min

Thought and ActionHas the Recession Started?Are we already into a recession? If so, how far and what is there to expect going forward? What does all of this mean for the your investment allocation? In our new episode "Has the Recession Already Started?" Scott Poore talks with Erik about past recessions, the softening economy and how an investor should pivot. Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out the answers to these questions and more. Of note, Scott uses s...2022-06-0329 min

Thought and ActionWhat is Safe in this Market?Where consumer inflation is single digits, the producer inflation numbers are double digits. As the market continues to fall, what does that mean for the your investment allocation? In our new episode "What is Safe in this Market?" Scott Poore talks with Erik about inflation, previous money pumping vs. rising rates and where the safe spots are (are there any?). Of note, the Wealth Protection Signal has triggered meaning a raise of 10% cash in portfolios. Listen to this Thought & Action episode to find out what Scott says. Of note, Scott uses slide to edu...2022-05-2025 min

Thought and ActionCan the Consumer Keep Up with Inflation?The consumer has been battling inflation for two years and now inflation is kicking into another gear. Can the consumer keep up In our new episode "Can the Consumer Keep Up with Inflation?" Scott Poore talks with Erik about inflation, previous money pumping vs. rising rates and commodities shining moment. So where do we find opportunities? Listen to this Thought & Action episode to find out what Scott says. To see data charts that Scotts goes over - check out our Youtube Video here: https://youtu.be/2UmswnG3SqE 2022-04-2625 min

Thought and ActionStagflation?Do rising rates mean a falling market? In our new episode "Stagflation?" Scott Poore talks with Erik about the rise of rates, but how the market could potentially end up higher by the end of the year. Although remember - not all parts of the market are created equally. So where do we find opportunities? Listen to this Thought & Action episode to find out what Scott says. To see data charts that Scotts goes over - check out our Youtube Video here: https://youtu.be/2UmswnG3SqE 2022-04-1124 min

Thought and ActionGood News, Bad NewsAs an investor sometimes you have to take a step back to see the forest instead of just the trees but sometimes you need to dig a little before stepping back. In our new episode, "Good News, Bad News", Scott Poore talks with Erik about the effects of inflation in all areas of the market and how we need to watch out for a possible future recession. So is the Fed moving fast enough? Listen to this Thought & Action episode to find out what Scott says. To see data charts th...2022-03-2820 min

Thought and ActionInvestment 102In this week’s episode of Thought & Action, Erik Flegal and Scott Poore break down the different components of an asset allocation portfolio: equity (stocks), fixed income (bonds), T bills (cash and equivalents), and alternative investments.2022-03-1619 min

Thought and ActionUkraine & Prices at the PumpHow is the conflict in Ukraine effecting the market? Erik & Scott sit down to discuss this in terms of where we have been, where we currently are & what the market trends are telling us for the future. You can also watch this episode on Youtube to see charts/data that Scott goes over. Just go to our Youtube Channel https://www.youtube.com/channel/UCwx8dJ52vXGIigWxFsKj5Ww 2022-03-1423 min

Thought and ActionWhat's the Fed going to do?On today's episode, guest host Joe McQuaid sits down with Scott Poore to discuss the jobs report, the Fed's position & the supply chain woes. 2022-02-0314 min

Thought and ActionAdvanced Mortgage TechniquesJason Sheron joins us again for more mortgage talk. This episode he and Erik discuss private mortgage insurance and how to leverage loans to benefit your family members. Also, we won't be doing a podcast for them over the next month or so. They guy who does the podcast is out and we are going to try and cut up some past podcasts for social media in the meantime. So, i'll keep you updated on when we'll start it back up.2022-02-0220 min

Thought and ActionInvesting 101Stocks and bonds and alternative investments, oh my! In this week's episode of Thought & Action, Erik Flegal and Scott Poore discuss the differences among three types of common investments: stocks (equities), bonds (fixed income), and alternative investments. 2022-01-1921 min

Thought and ActionHow High Can It Go?On this episode of Thought & Action, Erik and Scott sit down to talk about the market’s never ending rise and discuss how much higher it can go. Make sure to follow our Socials: Instagram: @family_family_financial facebook: https://www.facebook.com/familyfortunefinancial youtube: https://www.youtube.com/channel/UCwx8dJ52vXGIigWxFsKj5Ww 2022-01-0618 min

Thought and ActionMortgages - Are Brokers Better than Banks?There's a lot to be wary of when it comes to mortgages. Jason Sheron, broker and owner of Home Loans Inc, sits down with Erik to demystify the world of mortgages and educate home owners and buyers on the most common pitfalls.2022-01-0522 min

Thought and ActionMarket Musings: The Ghost of 2022 FutureWhat does the ghost of 2022 future have to say about the stock market? Erik sits down with Scott Poore for a new Market Musings Episode to discuss the answer to that question, what the drivers of the market are and why many major investment houses can't seem to pin down their thoughts and keep revising their outlooks. You can listen to the Thought & Action podcast on Apple & Spotify or watch it on Youtube on the Family Fortune Financial Channel.2021-12-2622 min

Thought and ActionCommunication Skills in a Virtual World with Mary Jo RomeoCommunication expert and coach Mary Jo Romeo sits down with Erik to talk about the crisis of communication in virtual meetings and what you can do to strengthen your connections over camera. She shares her top five Zoom tips, along with a number of other helpful recommendations for virtual meetings.2021-12-2223 min

Thought and ActionMarket Musings: The BIG QuestionEveryone is thinking it, it is the BIG question on everyone's mind. What will the market look like in 2022, will it resemble 2021? Check out today's episode to hear Erik and Scott discuss what we can expect from the market in 2022 and how those in the invested market should navigate their investments through the end of this year and into the next. Have a question that you would like Erik and Scott to answer about the market or a past episode? Email info@familyfortunefinancial.com with your question an...2021-12-0918 min

Thought and ActionYou've Built Your Non-Profit with Katie BlomquistKatie Blomquist joins Erik to discuss the ins and outs of non-profits, including how to start and operate one of your own. Katie is a speaker, coach, and founder of Going Places, a non-profit organization that provides disadvantaged youth with joy in the form of bicycles.2021-12-0827 min

Thought and ActionMarket Musings: Oh my, OmicronHappy December. Thanksgiving is done and we are moving on to Christmas and unfortunately another Variant. In today's episode, Erik and Scott talk about the Omicron variant, the effects the current rate and expected increase of inflation will have on equities next year & market bounces. You can also watch today's episode on YouTube to see the graphics that Scott shares. 2021-12-0219 min

Thought and ActionE-Commerce Opportunity Update with Mike McDanielMike McDaniel, Senior Regional VP at Sealy & Company, joins Erik to talk about the accelerated growth of ecommerce since COVID-19 and how distribution spaces can be a valuable way to diversify and anchor your portfolio.2021-11-2415 min

Thought and ActionMarket Musings with Scott PooreOn this episode Erik and Scott discuss inflation, oil and energy and the impacts of the new infrastructure bill.2021-11-1319 min

Thought and ActionTrusts, Wills, and Planning...oh my! with Dana WineDana Wine, attorney and partner at Freeman Wine, joins Erik to discuss the importance of estate planning and how it fits into your overall wealth management strategy. 2021-11-1023 min

Thought and ActionMarket Musings with Scott PooreOn this episode Erik and Scott discuss the why equities have been so hot, supply chain woes and potential signals for growth or pullbacks. #marketmusings #thoughtandaction #podcast #familyfortunefinancial #inflation #marketupdate 2021-11-0418 min

Thought and ActionPrivate vs Public Equity Markets with Mike WhitneyMike Whitney, VP of Sales at InvestX, joins Erik to talk about the differences between private and public equity markets -- and how you can leverage pre-IPOs assets to gain access to growing companies before they go public.2021-10-2723 min

Thought and ActionMarket Musings with Scott PooreListen in for another Market Musings conversation between Erik Flegal & Scott Poore. 2021-10-1421 min

Thought and ActionWellness with Neda SmithErik sits down with Neda Smith, a colon hydrotherapist at Gut Harmony in Charleston, to discuss the importance that digestive health has on our overall health, and what you can do to improve it. You can have all the money in the world, but it really doesn’t matter if you don’t feel good and can’t enjoy life. To learn more about Gut Harmony, visit gutharmonysc.com.2021-10-1324 min

Thought and ActionMarket Musings with Scott PooreCheck out the newest episode of the Podcast, Thought & Action, for a Market Musings Update. You’ll get a great market overview in 15 minutes! On this episode Erik and Scott discuss tapering, inflation, the infrastructure bill and more. #marketmusings #thoughtandaction #podcast #familyfortunefinancial #inflation #marketupdate 2021-09-3015 min

Thought and ActionTransparency with Erik Flegal and Joe McQuaidErik Flegal and Joe McQuaid of Family Fortune Financial discuss why transparency and real-time visibility into your assets and investments should be a crucial part of your wealth management strategy. To learn more about Family Fortune Financial, visit familyfortunefinancial.com.2021-09-2912 min

Thought and ActionMarket Musings with Scott PooreCheck out the newest episode of the Podcast, Thought & Action, for a Market Musings Update. On this episode Erik and Scott discuss the Fed’s (in)decision time with inflation, taper talk, and the impact on the markets.2021-09-2111 min

Thought and ActionAccess and Private Investments with Adam PonderThere's a reason why 98% of the individuals on the Forbes 400 list grew their wealth through private, not public, investments. On this episode of Thought & Action, Adam Ponder, Co-founder and CEO of Alta Trust, joins Erik to discuss the benefits of private investment and why you should consider adding it to your portfolio. 2021-09-1524 min

Thought and ActionMarket Musings with Scott PooreCheck out the newest episode of the Podcast, Thought & Action, for a Market Musings Update. On this episode Erik and Scott discuss what’s coming, COVID expectations on growth and inflation’s potential impact on the market. 2021-09-1317 min

Thought and ActionDifferences in Public and Private ESG Investing with Simon O'SheaSimon O'Shea, Chief Investment Officer at Ballast Rock, joins Erik Flegal to discuss Louisiana Green Fuels, an exciting new investment opportunity with potential for a huge environmental and economic impact. If you're looking for a unique and promising investment opportunity that will also make the world a better place, you won't want to miss this episode.2021-09-0128 min

Thought and ActionMarket Musings with Scott PooreOn this episode of the Podcast we have our market musings update with Scott Poore, AIF®, AWMA®, APMA® of Eudaimonia Group. Erik and Scott discuss the market’s reaction to good and bad news, the “C word” (CoVid), and what exactly the Fed is and why their minutes move the market. 2021-08-2517 min

Thought and ActionEstate Planning Basics with Jonathan GopmanOn this episode of Thought & Action, Jonathan Gopman joins Erik to discuss must-know strategies for estate planning, the "foundation of wealth management."2021-08-1816 min

Thought and ActionMarket Musings with Scott PooreOn this episode, Erik R. Flegal and Scott Poore, AIF®, AWMA®, APMA® talk through bonds, inflation causes and Covid expectations on the market.2021-08-1019 min

Thought and ActionFiduciary with Joe McQuaidIn this episode of Thought & Action, Erik Flegal and Joe McQuaid explore the differences between the fiduciary standard and brokerage standard. Only one of these financial advisory standards ensures there are no conflicts of interest or commission fees involved. To learn more about Family Fortune Financial, visit familyfortunefinancial.com.2021-08-0412 min

Thought and ActionMarket Musings with Scott PooreToday's podcast episode, Erik R. Flegal and Scott Poore, AIF®, AWMA®, APMA® talk through recent movements in the market and some reasons for their cause. It truly highlights the difference between short term and long term investment horizons.2021-07-2913 min

Thought and ActionHealth Insurance with Nicole StewartErik sits down with Nicole Stewart, a health insurance agent with HealthMarkets, to discuss how you can get the most of your health insurance coverage without any added cost. They discuss why you should be using a health broker, the effect that the Affordable Care Act has had on the market, and much more.2021-07-2217 min

Thought and ActionCommunityErik and Joe sit down to discuss the intangible side of wealth management: community. In our digital world, face-to-face networking events like Red Carpet Charleston are paramount for making new connections and building your legacy. To learn more about Family Fortune Financial, visit familyfortunefinancial.com.2021-07-1311 min

Thought and ActionMarket Musings with Scott PooreIn this episode, Erik and Scott talk through the second half of 2021 and what to expect. There is a lot of optimism as the economy rebounds, but that isn't without some bumps in the road. They talk through Scott's "three-legged stool" that the market reacts to and where each leg stands now.2021-07-1119 min

Thought and ActionBiden Tax Changes with Jonathan GopmanJonathan Gopman, a tax trusts and estate partner at Akerman, joins Erik to discuss how tax increases from the Biden administration can affect your tax strategies. They talk about the pros and cons of high risk vs. low risk strategies, the importance of flexible planning, and more. To learn more about Akerman’s services, visit akerman.com.2021-07-0720 min

Thought and ActionAccess with Joe McQuaidErik Flegal and Joe McQuaid of Family Fortune Financial sit down to discuss the importance of access, both in terms of private investments and professional connections, in the realm of wealth management. To learn more about Family Fortune Financial, visit familyfortunefinancial.com.2021-06-3010 min

Thought and ActionMarket Musings with Scott PooreToday's podcast episode, Scott Poore, AIF®, AWMA®, APMA® - Chief Investment Officer of Eudaimonia Group, discusses with Erik R. Flegal the dip and correction in the last two weeks, inflation expectations and opportunities (with and without an infrastructure deal).2021-06-2821 min

Thought and ActionMarket Musings with Scott PooreTune in to this week's episode where Scott Poore, Chief Investment Officer of Eudaimonia Group, discusses with Erik the expectations for Summer 2021 & how the inflation rate is affecting everything from labor numbers to used cars. Scott also speaks about when he expects to see more normalcy in the market and how certain policies, if passed in Washington, could improve and accelerate this timeline.2021-06-1418 min

Thought and ActionLuxury Travel with Marco MaranoLooking for a tailor-made travel experience but don’t know where to start? Get an inside look at the world of luxury travel with CountryBred founder Marco Marano in our new episode. Click to listen now! And for more from the Thought & Action podcast by Family Fortune Financial, please click here!2021-06-1416 min

Thought and ActionTax Free Roth Conversion with Fred GratzFuture growth and flexibility are the hallmarks of effective financial planning. And the right energy investment can convert your IRA into a Roth virtually tax-free. We sit down with U.S. Energy Development Corporation director Fred Gratz to discuss how you can unlock and compound future growth with savvy oil and gas investments. Click to listen! And for more from the Thought and Action podcast, click here!2021-05-3113 min

Thought and ActionMarket Musings with Scott PooreIn this episode, Erik is joined by Scott Poore, Chief Investment Officer of Eudaimonia Group. They discuss the recent market volatility, inflation, and their opinions on potential for rate increases as we enter summer.2021-05-2821 min

Thought and ActionVirtual Philanthropy with Christine EnglandVirtual philanthropy was essential for some restaurants’ survival during the COVID-19 pandemic. In this episode, Erik discusses real ways to positively impact your community with Christine England, founder of Lowcountry Eat Out! Click to listen now! And for more Thought & Action from Family Fortune Financial, click here!2021-05-1923 min

Thought and ActionMarket Musings with Scott PooreIn this episode of Thought & Action, Scott Poore, Chief Investment Officer at Eudaimonia Group shares his bi-weekly update on the current market. Tune in for more info!2021-05-1814 min

Thought and ActionIPO / Private Market Update with Chris ArnoldIn this episode of Thought & Action we will have IPO / Private Market Updates with Chris Arnold, Managing Director at Morgan Creek Capital Management. Listen now for more info!2021-05-1222 min

Thought and ActionMarket Musings with Scott PooreJoined by Scott Poore, Chief Investment Officer - Eudaimonia Group , for his bi-weekly thoughts on the market. 2021-05-0717 min

Thought and ActionReal Estate Investing with a Positive Social ImpactFeatured Guest: Tom Carroll, founder and CEO of Ballast Rock Capital Do you want to invest in communities, not just multifamily properties? Real estate investing with the right team can be very successful — and beneficial to the larger community. And investing in a multifamily community can spur the best kinds of development and growth. Listen now for more info! And for more Thought and Action episodes, click here now!2021-05-0315 min

Thought and ActionIPO & Private Market Update with Kent ElwellIn this episode we will be giving updates on the Private Market and companies that are going to go Public in the next 18-36 months. We will then discuss trends in those markets and previous successes with InvestX. For more information on current deals email us directly at info@familyfortunefinancial.com 2021-04-3020 min

Thought and ActionIntelligent Exposure to BitcoinFeatured Guest: Ben Jacobson, principal, IDX Advisors Is there a way to invest in Bitcoin that protects against volatility and risk? Are you wondering if an intelligent exposure to Bitcoin would be a good addition to your portfolio? Get the answers (and much more) in the new Thought & Action podcast! And to get more Thought & Action content, click here now!2021-04-2014 min