Shows
Creating Richer LivesThe Most Resilient Market in History?In this episode, Karl Eggerss explores the resilience of today’s financial markets, offering insights into investor behavior and market speculation. He emphasizes the importance of diversification, dynamic portfolio management, and strategic financial planning in navigating uncertainty. Karl covers key topics such as international equities, cryptocurrencies, AI-driven investments, and interest rate trends, explaining how each can impact portfolio performance. He also stresses the need to adapt investment strategies to shifting market conditions and highlights how comprehensive planning can help optimize long-term returns. 02:31 Current Financial Market Overview 04:25 Investment Strategies and Portfolio Management 07:56 International vs. US Markets 17:37 Cryptocurrencies and Market Dy...2025-07-2625 minCreating Richer LivesThe Most Resilient Market in History?In this episode, Karl Eggerss explores the resilience of today’s financial markets, offering insights into investor behavior and market speculation. He emphasizes the importance of diversification, dynamic portfolio management, and strategic financial planning in navigating uncertainty. Karl covers key topics such as international equities, cryptocurrencies, AI-driven investments, and interest rate trends, explaining how each can impact portfolio performance. He also stresses the need to adapt investment strategies to shifting market conditions and highlights how comprehensive planning can help optimize long-term returns. 02:31 Current Financial Market Overview 04:25 Investment Strategies and Portfolio Management 07:56 International vs. US Markets 17:37 Cryptocurrencies and Market Dy...2025-07-2625 minCreating Richer LivesExploring the One Big Beautiful Bill: What You Need to KnowIn this episode of Creating Richer Lives, host Karl Eggerss dives into the details of the newly signed "One Big Beautiful Bill," outlining its key provisions and their implications. The bill permanently extends the 2017 tax cuts, increases standard deductions, enhances child tax credits, and introduces new deductions like no tax on tips and overtime pay, while also making significant changes to business and estate taxes. Eggerss emphasizes the importance of financial planning to leverage these changes, offering insights into how listeners can adapt their strategies to minimize taxes under the new law. Podcast Topics Tax Bracket...2025-07-1220 minCreating Richer LivesExploring the One Big Beautiful Bill: What You Need to KnowIn this episode of Creating Richer Lives, host Karl Eggerss dives into the details of the newly signed "One Big Beautiful Bill," outlining its key provisions and their implications. The bill permanently extends the 2017 tax cuts, increases standard deductions, enhances child tax credits, and introduces new deductions like no tax on tips and overtime pay, while also making significant changes to business and estate taxes. Eggerss emphasizes the importance of financial planning to leverage these changes, offering insights into how listeners can adapt their strategies to minimize taxes under the new law. Podcast Topics Tax Bracket...2025-07-1220 minCreating Richer LivesI’ve Never Seen Anything Like This in the Financial MarketsThe financial markets are experiencing unprecedented volatility, largely influenced by the latest headlines. This week, one listener posed a thought-provoking question: "Have we ever seen anything like this in the financial markets?" Karl Eggerss provides insightful answers and analysis. Although the initial panic may have subsided, the big question remains: Are we on the brink of reaching the previous highs in the stock market? Karl explores this topic in depth, offering historical statistics and perspectives that could shed light on the current situation. Show Topics: Tariffs: Understanding the impact of trade policies on market d...2025-04-2626 minCreating Richer LivesI’ve Never Seen Anything Like This in the Financial MarketsThe financial markets are experiencing unprecedented volatility, largely influenced by the latest headlines. This week, one listener posed a thought-provoking question: "Have we ever seen anything like this in the financial markets?" Karl Eggerss provides insightful answers and analysis. Although the initial panic may have subsided, the big question remains: Are we on the brink of reaching the previous highs in the stock market? Karl explores this topic in depth, offering historical statistics and perspectives that could shed light on the current situation. Show Topics: Tariffs: Understanding the impact of trade policies on market d...2025-04-2626 minCreating Richer LivesThe Death Cross Indicator: A Bear Sign?In this week's compelling episode, Karl Eggerss guides listeners through the turbulent currents of the financial world, offering clarity. He begins by unraveling the significance of a recent "death cross," a grim technical indicator, and its implications. The focus then shifts to the Federal Reserve, an institution under intense scrutiny, especially by President Trump. The President believes Chairman Powell is doing a poor job, and there's even been chatter of Trump removing him from his position. Karl rounds out the episode by tackling the vital distinction between hard data and soft data, highlighting the unprecedented divergence between...2025-04-1924 minCreating Richer LivesThe Death Cross Indicator: A Bear Sign?In this week's compelling episode, Karl Eggerss guides listeners through the turbulent currents of the financial world, offering clarity. He begins by unraveling the significance of a recent "death cross," a grim technical indicator, and its implications. The focus then shifts to the Federal Reserve, an institution under intense scrutiny, especially by President Trump. The President believes Chairman Powell is doing a poor job, and there's even been chatter of Trump removing him from his position. Karl rounds out the episode by tackling the vital distinction between hard data and soft data, highlighting the unprecedented divergence between...2025-04-1924 minCreating Richer LivesThe Biggest Mistake Most Investors MakeIn this episode, Karl Eggerss dives into the current volatility affecting stocks and bonds, a level of instability rarely seen in recent years. He emphasizes that how you respond during these turbulent times can significantly impact the success of your financial plan. Karl shares what he considers the most critical mistake investors make, offering timely information to help you avoid it. Additionally, he provides a comprehensive action plan designed to enhance your investment strategy. Topics Discussed: Tariffs Extrapolation Volatility Bear Markets 2025-04-1230 minCreating Richer LivesThe Biggest Mistake Most Investors MakeIn this episode, Karl Eggerss dives into the current volatility affecting stocks and bonds, a level of instability rarely seen in recent years. He emphasizes that how you respond during these turbulent times can significantly impact the success of your financial plan. Karl shares what he considers the most critical mistake investors make, offering timely information to help you avoid it. Additionally, he provides a comprehensive action plan designed to enhance your investment strategy. Topics Discussed: Tariffs Extrapolation Volatility Bear Markets 2025-04-1230 minCreating Richer LivesNavigating Market Turbulence: Surviving the Tariff Sell-OffThe U.S. has announced new tariffs, prompting a dramatic sell-off in the stock market. This sharp decline in stock prices is reminiscent of the 2020 Covid bear market, highlighting the extreme volatility that, while unusual, is not unprecedented. In this episode, Karl Eggerss delves into the complex and often messy process of negotiating trade agreements with other countries and examines the impact on your investment portfolio. Despite the challenges posed by large market drawdowns, Karl offers practical ideas for navigating the current environment, whether you're a young investor or more experienced. Topics Covered: Tariffs...2025-04-0525 minCreating Richer LivesNavigating Market Turbulence: Surviving the Tariff Sell-OffThe U.S. has announced new tariffs, prompting a dramatic sell-off in the stock market. This sharp decline in stock prices is reminiscent of the 2020 Covid bear market, highlighting the extreme volatility that, while unusual, is not unprecedented. In this episode, Karl Eggerss delves into the complex and often messy process of negotiating trade agreements with other countries and examines the impact on your investment portfolio. Despite the challenges posed by large market drawdowns, Karl offers practical ideas for navigating the current environment, whether you're a young investor or more experienced. Topics Covered: Tariffs...2025-04-0525 minCreating Richer LivesIt’s So Bad, It’s GoodAs the news flow continues to increase, so does the uncertainty. Whether it's consumers, investors, or policymakers, people are confused. That confusion has manifested into some volatility in 2025. On this episode, Karl Eggerss cuts through the noise to give listeners some encouragement and helpful tips to navigate this environment. Karl delves into the current market sentiment, examining how investor emotions and consumer confidence are shaping financial decisions. He discusses the latest developments in tariffs and the sectors most impacted by these trade policies. The episode also covers recent thoughts out of the Federal Reserve and their implications...2025-03-2921 minCreating Richer LivesIt’s So Bad, It’s GoodAs the news flow continues to increase, so does the uncertainty. Whether it's consumers, investors, or policymakers, people are confused. That confusion has manifested into some volatility in 2025. On this episode, Karl Eggerss cuts through the noise to give listeners some encouragement and helpful tips to navigate this environment. Karl delves into the current market sentiment, examining how investor emotions and consumer confidence are shaping financial decisions. He discusses the latest developments in tariffs and the sectors most impacted by these trade policies. The episode also covers recent thoughts out of the Federal Reserve and their implications...2025-03-2921 minCreating Richer LivesThis Strategy Is Working Great in 2025On this special episode, Karl Eggerss dives into the wild ride investors have experienced in the stock market during this volatile week. If you thought 2024 was a rollercoaster, 2025 is shaping up to be an entirely different beast. From shifting inflation pressures to the looming impact of new tariffs, the financial landscape has transformed dramatically, leaving many investors wondering how to adjust. Karl unpacks the chaos—breaking down the key drivers behind this recent turbulence, including how inflation is reshaping expectations and what tariffs could mean for global markets. But it’s not all doom and gloom. Karl will also highlight the s...2025-03-1528 minCreating Richer LivesThis Strategy Is Working Great in 2025On this special episode, Karl Eggerss dives into the wild ride investors have experienced in the stock market during this volatile week. If you thought 2024 was a rollercoaster, 2025 is shaping up to be an entirely different beast. From shifting inflation pressures to the looming impact of new tariffs, the financial landscape has transformed dramatically, leaving many investors wondering how to adjust. Karl unpacks the chaos—breaking down the key drivers behind this recent turbulence, including how inflation is reshaping expectations and what tariffs could mean for global markets. But it’s not all doom and gloom. Karl will also highlight the s...2025-03-1528 minCreating Richer LivesShould You Lease a Vehicle?In this episode, Karl Eggerss dives into the pros and cons of leasing a vehicle. Whether you're considering a new vehicle or just curious about your options, he breaks down the key factors to help you make an informed decision. Karl discusses the financial implications, the flexibility leasing offers, and how it compares to buying a car. Tune in to learn about the hidden costs, the benefits, and whether leasing is the right choice for you at various stages of life. Don't miss out on this comprehensive guide to car leasing! Topics Covered: Vehicle Leasing Tariffs...2025-02-0821 minCreating Richer LivesShould You Lease a Vehicle?In this episode, Karl Eggerss dives into the pros and cons of leasing a vehicle. Whether you're considering a new vehicle or just curious about your options, he breaks down the key factors to help you make an informed decision. Karl discusses the financial implications, the flexibility leasing offers, and how it compares to buying a car. Tune in to learn about the hidden costs, the benefits, and whether leasing is the right choice for you at various stages of life. Don't miss out on this comprehensive guide to car leasing! Topics Covered: Vehicle Leasing Tariffs...2025-02-0821 minCreating Richer LivesIs Artificial Intelligence Going to Replace Me?Artificial intelligence is undeniably here to stay, promising to enhance many aspects of our lives. But what does this mean for our jobs? Could AI replace us? Could it replace Karl Eggerss? In this special episode, Karl delves into the distinctions between a financial advisor and a computer program. He examines the advantages and disadvantages, and discusses how we can coexist harmoniously with AI. Topics Covered: Artificial Intelligence Financial Advisor Financial Advice #ArtificialIntelligence #financialadvisor #financialadvice #AI #captrust #listen @CAPTRUST For topic suggestions or questions, e-mail info@creatingricherlives.com2025-02-0120 minCreating Richer LivesIs Artificial Intelligence Going to Replace Me?Artificial intelligence is undeniably here to stay, promising to enhance many aspects of our lives. But what does this mean for our jobs? Could AI replace us? Could it replace Karl Eggerss? In this special episode, Karl delves into the distinctions between a financial advisor and a computer program. He examines the advantages and disadvantages, and discusses how we can coexist harmoniously with AI. Topics Covered: Artificial Intelligence Financial Advisor Financial Advice #ArtificialIntelligence #financialadvisor #financialadvice #AI #captrust #listen @CAPTRUST For topic suggestions or questions, e-mail info@creatingricherlives.com2025-02-0120 minCreating Richer LivesFOMO Isn’t a StrategyIn this episode, Karl Eggerss discusses the trend of investors chasing stocks due to FOMO (Fear of Missing Out). He emphasizes the importance of creating a solid financial plan that aligns with your long-term goals and risk tolerance. Additionally, Karl explores how to effectively measure your financial progress, which can be more complex than it appears. Topics Covered: FOMO Asset Allocation Stock Market #FOMO #assetallocation #stockmarket #captrust #listen @CAPTRUST For topic suggestions or questions, e-mail info@creatingricherlives.com2025-01-2519 minCreating Richer LivesFOMO Isn’t a StrategyIn this episode, Karl Eggerss discusses the trend of investors chasing stocks due to FOMO (Fear of Missing Out). He emphasizes the importance of creating a solid financial plan that aligns with your long-term goals and risk tolerance. Additionally, Karl explores how to effectively measure your financial progress, which can be more complex than it appears. Topics Covered: FOMO Asset Allocation Stock Market #FOMO #assetallocation #stockmarket #captrust #listen @CAPTRUST For topic suggestions or questions, e-mail info@creatingricherlives.com2025-01-2519 minCreating Richer LivesThis Is a Big Factor in Your PortfolioIn this episode of Creating Richer Lives, host Karl Eggerss delves into the world of factor-based investing. He explains the concept, highlighting how it differs from traditional strategies. Karl covers the main factors used in this approach, such as value, size, momentum, quality, low volatility, and dividend yield, providing real-world examples and their significance. By understanding and leveraging these factors, investors can build diversified portfolios that aim to achieve specific investment goals while managing risk effectively. Topics Covered: Factor Based Investing Diversification Stocks #factorbasedinvesting #stocks #diversification #captrust #listen @CAPTRUST For topic s...2025-01-1819 minCreating Richer LivesThis Is a Big Factor in Your PortfolioIn this episode of Creating Richer Lives, host Karl Eggerss delves into the world of factor-based investing. He explains the concept, highlighting how it differs from traditional strategies. Karl covers the main factors used in this approach, such as value, size, momentum, quality, low volatility, and dividend yield, providing real-world examples and their significance. By understanding and leveraging these factors, investors can build diversified portfolios that aim to achieve specific investment goals while managing risk effectively. Topics Covered: Factor Based Investing Diversification Stocks #factorbasedinvesting #stocks #diversification #captrust #listen @CAPTRUST For topic s...2025-01-1819 minCreating Richer LivesThis Is ExtremeIn this episode, Karl Eggerss delves into the current extreme conditions in the market, examining the factors that have led to some near term volatility. While these conditions might initially appear to be purely negative, Karl uncovers the significant opportunities that lie beneath the surface, demonstrating how savvy investors can capitalize on these unique circumstances. Plus, why do some people think interest rates are falling when they are actually rising? Karl explains. Topics Covered: Stock Market Extremes Inflation Federal Reserve Artificial Intelligence #stockmarket #inflation #AI #artificialintelligence #captrust #listen @CAPTRUST For topic...2025-01-1124 minCreating Richer LivesThis Is ExtremeIn this episode, Karl Eggerss delves into the current extreme conditions in the market, examining the factors that have led to some near term volatility. While these conditions might initially appear to be purely negative, Karl uncovers the significant opportunities that lie beneath the surface, demonstrating how savvy investors can capitalize on these unique circumstances. Plus, why do some people think interest rates are falling when they are actually rising? Karl explains. Topics Covered: Stock Market Extremes Inflation Federal Reserve Artificial Intelligence #stockmarket #inflation #AI #artificialintelligence #captrust #listen @CAPTRUST For topic...2025-01-1124 minCreating Richer LivesNavigating the Markets: 2024 Recap and 2025 InsightsIn this episode, Karl Eggerss reflects on another successful year for the stock market. As we close the books on 2024, he turns his attention to what lies ahead in 2025. Karl delves into the various pros and cons of the current economic environment, offering his insights for the upcoming year. He also shares practical strategies for navigating the markets amidst potential challenges and opportunities. Topics Covered: 2024 Wrapped: A comprehensive review of the past year's market performance and key events. 2025 Outlook: Expectations for the new year, including potential market trends and economic factors to watch. Join Karl f...2025-01-0422 minCreating Richer LivesNavigating the Markets: 2024 Recap and 2025 InsightsIn this episode, Karl Eggerss reflects on another successful year for the stock market. As we close the books on 2024, he turns his attention to what lies ahead in 2025. Karl delves into the various pros and cons of the current economic environment, offering his insights for the upcoming year. He also shares practical strategies for navigating the markets amidst potential challenges and opportunities. Topics Covered: 2024 Wrapped: A comprehensive review of the past year's market performance and key events. 2025 Outlook: Expectations for the new year, including potential market trends and economic factors to watch. Join Karl f...2025-01-0422 minCreating Richer LivesThe Dow Jones Hasn’t Done This Since 1974This week, the Dow Jones continued its downward trend, marking a 10-day losing streak—the longest since 1974. However, as Karl Eggerss explains, the severity of the decline is not as alarming as it might seem. Tune in to this episode as Karl delves into the current state of the stock market, uncovers the true reasons behind the recent sell-off, and discusses what might lie ahead for investors. Topics Covered: The Dow Jones 1974 Inflation Feelings #dowjones #1974 #interestrates #investing #money For topic suggestions or questions, e-mail info@creatingricherlives.com2024-12-2118 minCreating Richer LivesThe Dow Jones Hasn’t Done This Since 1974This week, the Dow Jones continued its downward trend, marking a 10-day losing streak—the longest since 1974. However, as Karl Eggerss explains, the severity of the decline is not as alarming as it might seem. Tune in to this episode as Karl delves into the current state of the stock market, uncovers the true reasons behind the recent sell-off, and discusses what might lie ahead for investors. Topics Covered: The Dow Jones 1974 Inflation Feelings #dowjones #1974 #interestrates #investing #money For topic suggestions or questions, e-mail info@creatingricherlives.com2024-12-2118 minCreating Richer LivesThe Best Way to Execute Your Financial Goals In this episode, Karl Eggerss delves into the complexities of achieving financial goals. He emphasizes the importance of a comprehensive financial plan and discusses how preconceived notions, shaped by our upbringing and past experiences, can hinder sound financial decision-making. Karl offers insights on how individuals and families can stay on track despite these challenges. Additionally, Karl analyzes the current stock market rally, questioning its sustainability as we approach the new year. He notes that much of the good news has already been factored into stock prices and highlights the importance of how a new administration needs to...2024-12-0720 minCreating Richer LivesThe Best Way to Execute Your Financial Goals In this episode, Karl Eggerss delves into the complexities of achieving financial goals. He emphasizes the importance of a comprehensive financial plan and discusses how preconceived notions, shaped by our upbringing and past experiences, can hinder sound financial decision-making. Karl offers insights on how individuals and families can stay on track despite these challenges. Additionally, Karl analyzes the current stock market rally, questioning its sustainability as we approach the new year. He notes that much of the good news has already been factored into stock prices and highlights the importance of how a new administration needs to...2024-12-0720 minCreating Richer LivesYour Post-election Investing PlaybookWith the election behind us, the stock market has soared to new record highs. But can this momentum continue? In this episode, Karl Eggerss delves into the reasons behind the market rally, what might happen next, and how you should approach your portfolio moving forward. Additionally, Karl provides a comprehensive update on the recent changes to retirement plan contribution limits. Topics covered in this episode include: Election Investments Tax Changes For topic suggestions or questions, e-mail info@creatingricherlives.com #election #investments #taxchanges #captrust @CAPTRUST2024-11-0932 minCreating Richer LivesYour Post-election Investing PlaybookWith the election behind us, the stock market has soared to new record highs. But can this momentum continue? In this episode, Karl Eggerss delves into the reasons behind the market rally, what might happen next, and how you should approach your portfolio moving forward. Additionally, Karl provides a comprehensive update on the recent changes to retirement plan contribution limits. Topics covered in this episode include: Election Investments Tax Changes For topic suggestions or questions, e-mail info@creatingricherlives.com #election #investments #taxchanges #captrust @CAPTRUST2024-11-0932 minCreating Richer LivesIt Just Happened AgainIn this podcast, Karl Eggerss discusses the complexities and potential pitfalls of annuities. He shares his experiences of seeing many people pushed into these products without fully understanding them, only to later discover high annual fees and significant surrender penalties. Eggerss also highlights the issue of insurance salesmen encouraging clients to switch annuities for higher commissions. However, he emphasizes that not all insurance salesmen or annuities are bad; there are situations where annuities can be appropriate. He advises listeners to be cautious and ensure they fully understand annuities before committing. Topics covered in this episode include:...2024-11-0218 minCreating Richer LivesIt Just Happened AgainIn this podcast, Karl Eggerss discusses the complexities and potential pitfalls of annuities. He shares his experiences of seeing many people pushed into these products without fully understanding them, only to later discover high annual fees and significant surrender penalties. Eggerss also highlights the issue of insurance salesmen encouraging clients to switch annuities for higher commissions. However, he emphasizes that not all insurance salesmen or annuities are bad; there are situations where annuities can be appropriate. He advises listeners to be cautious and ensure they fully understand annuities before committing. Topics covered in this episode include:...2024-11-0218 minCreating Richer LivesA Dire WarningAmerican stock investors have enjoyed exceptional returns in recent years. However, a major investment firm has issued a cautionary forecast this week. In this episode, Karl Eggerss breaks down the warning and its potential implications for you. Additionally, Karl shares valuable strategies to help you steer through these uncertain times. The subjects covered in this podcast are: Stock Market Diversification Financial Planning Asset Allocation For more information, go to https://www.creatingricherlives.com #stocks #financialplanning #diversification #captrust @CAPTRUST2024-10-2617 minCreating Richer LivesA Dire WarningAmerican stock investors have enjoyed exceptional returns in recent years. However, a major investment firm has issued a cautionary forecast this week. In this episode, Karl Eggerss breaks down the warning and its potential implications for you. Additionally, Karl shares valuable strategies to help you steer through these uncertain times. The subjects covered in this podcast are: Stock Market Diversification Financial Planning Asset Allocation For more information, go to https://www.creatingricherlives.com #stocks #financialplanning #diversification #captrust @CAPTRUST2024-10-2617 minCreating Richer LivesYou Sold Your Company, Now What?Selling a company can be a transformative event, particularly in financial terms. In this episode, Karl Eggerss provides valuable insights on the numerous steps involved in such a transaction. Considerations include taxes, investments, estate and financial planning. Additionally, in this podcast, a friend and colleague of Karl Eggerss is honored with a special award. The subjects covered in this podcast are: - Business Sale - Lifestyle, Legacy, Philanthropy - Harriet Helmle Award For more information, go to https://www.creatingricherlives.com #businesssale #financialplanning #investing #captrust @CAPTRUST2024-09-1423 minCreating Richer LivesYou Sold Your Company, Now What?Selling a company can be a transformative event, particularly in financial terms. In this episode, Karl Eggerss provides valuable insights on the numerous steps involved in such a transaction. Considerations include taxes, investments, estate and financial planning. Additionally, in this podcast, a friend and colleague of Karl Eggerss is honored with a special award. The subjects covered in this podcast are: - Business Sale - Lifestyle, Legacy, Philanthropy - Harriet Helmle Award For more information, go to https://www.creatingricherlives.com #businesssale #financialplanning #investing #captrust @CAPTRUST2024-09-1423 minCreating Richer LivesThe Event That Changed My PerspectiveWhile it has been a tough few weeks for Karl Eggerss, it has revealed some lessons. On this episode, Karl shares his experience and why he is modifying his estate plan. In addition, the stock market is starting to narrow and investors may be preparing for an economic slowdown based on their actions. Karl reveals the asset class that is starting to break out. Topics discuss on this podcast: Estate Planning Medical Directives Bonds Economy For more information, go to https://www.creatingricherlives.com #estateplanning #medicaldirectives #today #listening #captrust @CAPTRUST2024-06-1520 minCreating Richer LivesThe Event That Changed My PerspectiveWhile it has been a tough few weeks for Karl Eggerss, it has revealed some lessons. On this episode, Karl shares his experience and why he is modifying his estate plan. In addition, the stock market is starting to narrow and investors may be preparing for an economic slowdown based on their actions. Karl reveals the asset class that is starting to break out. Topics discuss on this podcast: Estate Planning Medical Directives Bonds Economy For more information, go to https://www.creatingricherlives.com #estateplanning #medicaldirectives #today #listening #captrust @CAPTRUST2024-06-1520 minCreating Richer LivesThe Cons and Cons of Day TradingDay trading has been around for decades. But, with technology and social media, many investors have pondered whether they should be day trading. On this podcast, Karl Eggerss examines whether day trading makes sense. Spoiler alert. It doesn't. Karl will also give you the real reason you hear about it so much. Topics discuss on this podcast: Day Trading Investing Financial Literacy Fallacies For more information, go to https://www.creatingricherlives.com #daytrading #investing #financialliteracy #today #listening #captrust @CAPTRUST2024-05-1118 minCreating Richer LivesThe Cons and Cons of Day TradingDay trading has been around for decades. But, with technology and social media, many investors have pondered whether they should be day trading. On this podcast, Karl Eggerss examines whether day trading makes sense. Spoiler alert. It doesn't. Karl will also give you the real reason you hear about it so much. Topics discuss on this podcast: Day Trading Investing Financial Literacy Fallacies For more information, go to https://www.creatingricherlives.com #daytrading #investing #financialliteracy #today #listening #captrust @CAPTRUST2024-05-1118 minCreating Richer LivesBut 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 @CAPTRUST2024-05-0418 minCreating Richer LivesBut 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 @CAPTRUST2024-05-0418 minCreating Richer LivesWhat'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://ww...2024-04-2023 minCreating Richer LivesWhat'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://ww...2024-04-2023 minCreating Richer LivesShould 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 2024-03-3033 minCreating Richer LivesShould 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 2024-03-3033 minCreating Richer LivesThe Great ResetOn this week’s podcast, Karl Eggerss discusses “The Great Reset”. What is it? What is it’s origin? How does it affect you? How does it affect your portfolio? Karl will answer all of this on this episode. Plus, stocks and bonds started off the year on a sour note. Should you be concerned? Topics discussed on this podcast: The Great Reset Federal Reserve Interest Rates Stocks Bonds For more information, go to https://www.creatingricherlives.com #TheGreatReset #today #listening #captrust @CAPTRUST2024-01-0622 minCreating Richer LivesThe Great ResetOn this week’s podcast, Karl Eggerss discusses “The Great Reset”. What is it? What is it’s origin? How does it affect you? How does it affect your portfolio? Karl will answer all of this on this episode. Plus, stocks and bonds started off the year on a sour note. Should you be concerned? Topics discussed on this podcast: The Great Reset Federal Reserve Interest Rates Stocks Bonds For more information, go to https://www.creatingricherlives.com #TheGreatReset #today #listening #captrust @CAPTRUST2024-01-0622 minCreating Richer LivesThis Could Cost You $500 Per DayFor LLCs and some other entities, a new reporting requirement is about to go into effect. The penalties for not reporting annually are stiff. On this podcast, Karl Eggerss welcomes Oliver Norman, CFP®, ChFC®, CLU®, CDFA. Oliver breaks down the new rule and some key facts. Also on this episode, Karl & Oliver break down other tax changes that will likely affect you in 2024. Topics discussed on this podcast: Beneficial Ownership LLCs Income Tax Changes 2024 Financial Organization For more information, go to https://www.creatingricherlives.com #beneficialownership #llc #financialorganization #today #listening #captrust @CAPT...2023-12-2332 minCreating Richer LivesThis Could Cost You $500 Per DayFor LLCs and some other entities, a new reporting requirement is about to go into effect. The penalties for not reporting annually are stiff. On this podcast, Karl Eggerss welcomes Oliver Norman, CFP®, ChFC®, CLU®, CDFA. Oliver breaks down the new rule and some key facts. Also on this episode, Karl & Oliver break down other tax changes that will likely affect you in 2024. Topics discussed on this podcast: Beneficial Ownership LLCs Income Tax Changes 2024 Financial Organization For more information, go to https://www.creatingricherlives.com #beneficialownership #llc #financialorganization #today #listening #captrust @CAPT...2023-12-2332 minCreating Richer LivesWhen to Change Your MindHave you ever felt stuck in an investment? Have you ever felt the fear of missing out as stocks are going up and you aren't participating? On this episode, Karl Eggerss walks listeners through the thought process it takes to become a succsesful investor over the long term. Plus, how do capital gains factor in your decision making process when it comes to selling an investment? Karl explains why sometimes it may be worth paying a capital gains tax. Topics discussed on this podcast: FOMO Stocks Capital Gains Capitulation Valuation For more information...2023-07-2925 minCreating Richer LivesWhen to Change Your MindHave you ever felt stuck in an investment? Have you ever felt the fear of missing out as stocks are going up and you aren't participating? On this episode, Karl Eggerss walks listeners through the thought process it takes to become a succsesful investor over the long term. Plus, how do capital gains factor in your decision making process when it comes to selling an investment? Karl explains why sometimes it may be worth paying a capital gains tax. Topics discussed on this podcast: FOMO Stocks Capital Gains Capitulation Valuation For more information...2023-07-2925 minCreating Richer LivesHow Not to Get RichOn this podcast, Karl Eggerss discusses the FOMO that seems to be getting worse in the stock market. In fact, it appears there is a new generation of investors who have learned bad habits and may have to learn a lesson the hard way. Karl shares the one way an individual can learn. Plus, how did you gain your wealth? Topics discussed on this podcast: FOMO Meme Stocks Stocks Wealth Creation Financial Mistakes For more information, go to https://www.creatingricherlives.com #FOMO #stocks #today #listening #memestocks @CAPTRUST2023-06-2425 minCreating Richer LivesHow Not to Get RichOn this podcast, Karl Eggerss discusses the FOMO that seems to be getting worse in the stock market. In fact, it appears there is a new generation of investors who have learned bad habits and may have to learn a lesson the hard way. Karl shares the one way an individual can learn. Plus, how did you gain your wealth? Topics discussed on this podcast: FOMO Meme Stocks Stocks Wealth Creation Financial Mistakes For more information, go to https://www.creatingricherlives.com #FOMO #stocks #today #listening #memestocks @CAPTRUST2023-06-2425 minCreating Richer LivesMaking A Temporary Loss A Permanent OneWhat do you do when your portfolio is falling? This is when the biggest investment mistakes happen. Karl Eggerss addresses how to handle stock market volatility on this episode. Plus, one of the biggest divergences in stock performance ever is happening right now. Karl explains. Topics discussed on this podcast: Stock Market Losses Small Business Optimism Volatility Inflation Nasdaq FOMO For more information, go to https://www.creatingricherlives.com #inflation #Nasdaq #volatility @CAPTRUST2023-05-1327 minCreating Richer LivesMaking A Temporary Loss A Permanent OneWhat do you do when your portfolio is falling? This is when the biggest investment mistakes happen. Karl Eggerss addresses how to handle stock market volatility on this episode. Plus, one of the biggest divergences in stock performance ever is happening right now. Karl explains. Topics discussed on this podcast: Stock Market Losses Small Business Optimism Volatility Inflation Nasdaq FOMO For more information, go to https://www.creatingricherlives.com #inflation #Nasdaq #volatility @CAPTRUST2023-05-1327 minCreating Richer LivesDo You Have FOMO?Despite any negative news, the stock market continues to move higher. But, not all stocks are participating. In fact, Karl Eggerss shares some surprising stats as to how many stocks are actually participating in the rally. Plus, Karl eplains how to turn a temporary loss into a permanent one. Topics discussed on this podcast: FAANG Stocks FOMO Concentrated Stock Market Diversification For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email info@creatingricherlives.com #stocks FOMO #FAANG #investments @CAPTRUST2023-04-2922 minCreating Richer LivesDo You Have FOMO?Despite any negative news, the stock market continues to move higher. But, not all stocks are participating. In fact, Karl Eggerss shares some surprising stats as to how many stocks are actually participating in the rally. Plus, Karl eplains how to turn a temporary loss into a permanent one. Topics discussed on this podcast: FAANG Stocks FOMO Concentrated Stock Market Diversification For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email info@creatingricherlives.com #stocks FOMO #FAANG #investments @CAPTRUST2023-04-2922 minCreating Richer LivesMarkets Are Not EfficientThe debate over whether or not the stock market is efficient has raged on for years. On this episode, Karl Eggerss explains what the Efficient Market Hypothesis is and whether or not it actually exists in today's stock market. Karl gives a real example that proves his case. Topics discussed on this podcast: Efficient Market Hypothesis (EMH) Stocks Real Estate Investment Trusts (REITs) IPOs For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email info@creatingricherlives.com #efficientmarkethypothesis #EMH #stocks #investments @CAPTRUST2023-04-2220 minCreating Richer LivesMarkets Are Not EfficientThe debate over whether or not the stock market is efficient has raged on for years. On this episode, Karl Eggerss explains what the Efficient Market Hypothesis is and whether or not it actually exists in today's stock market. Karl gives a real example that proves his case. Topics discussed on this podcast: Efficient Market Hypothesis (EMH) Stocks Real Estate Investment Trusts (REITs) IPOs For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email info@creatingricherlives.com #efficientmarkethypothesis #EMH #stocks #investments @CAPTRUST2023-04-2220 minCreating Richer LivesAvoid The Blowup HolesIt's Masters Week. The Super Bowl of golf. Being a golfer, Karl Eggerss has learned a lot over the years. And, one of the basic rules in golf to improve one's scores is to avoid the blow up holes. Karl takes this analogy and explains how to apply it when managing an investment portfolio. Plus, what are some ways you can protect your portfolio? Karl gives some practical ways to do just that. Topics discussed on this podcast: The Masters Options Stop Losses Diversification Gold For more information, go to https://www.creatingricherlives.co...2023-04-0828 minCreating Richer LivesAvoid The Blowup HolesIt's Masters Week. The Super Bowl of golf. Being a golfer, Karl Eggerss has learned a lot over the years. And, one of the basic rules in golf to improve one's scores is to avoid the blow up holes. Karl takes this analogy and explains how to apply it when managing an investment portfolio. Plus, what are some ways you can protect your portfolio? Karl gives some practical ways to do just that. Topics discussed on this podcast: The Masters Options Stop Losses Diversification Gold For more information, go to https://www.creatingricherlives.co...2023-04-0828 minCreating Richer LivesThe Correct Stock Allocation On this episode, Karl Eggerss answers a question he gets fairly frequently. What’s the proper allocation of stocks one should have in their portfolio? Karl gives two practical ways to begin figuring it out. Topics discussed on this podcast: Stock Allocation Diversification Financial Planning Consumer Deterioration Economy For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email info@creatingricherlives.com #allocation #investments #economy @CAPTRUST2023-03-0423 minCreating Richer LivesThe Correct Stock Allocation On this episode, Karl Eggerss answers a question he gets fairly frequently. What’s the proper allocation of stocks one should have in their portfolio? Karl gives two practical ways to begin figuring it out. Topics discussed on this podcast: Stock Allocation Diversification Financial Planning Consumer Deterioration Economy For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email info@creatingricherlives.com #allocation #investments #economy @CAPTRUST2023-03-0423 minCreating Richer LivesThe Biggest Secret on Wall StreetAfter almost 30 years investing on behalf of clients, advising clients, doing national television interviews, and meeting some of the biggest names on Wall Street, there's some things Karl Eggerss has learned. On this episode, Karl will share what's the biggest secret on Wall Street. Topics discussed on this podcast: Millionaires How the Ultra High Net Worth invest their money Bond Ladders Monthly Income For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email info@creatingricherlives.com #investments #stocks #bonds #bondladder @CAPTRUST2023-02-1120 minCreating Richer LivesThe Biggest Secret on Wall StreetAfter almost 30 years investing on behalf of clients, advising clients, doing national television interviews, and meeting some of the biggest names on Wall Street, there's some things Karl Eggerss has learned. On this episode, Karl will share what's the biggest secret on Wall Street. Topics discussed on this podcast: Millionaires How the Ultra High Net Worth invest their money Bond Ladders Monthly Income For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email info@creatingricherlives.com #investments #stocks #bonds #bondladder @CAPTRUST2023-02-1120 minCreating Richer LivesYou've Sold Your Company...Now What?On this podcast, Karl Eggerss discusses liquidity events, whether it's selling your business or an inheritance. What are all the various aspects you need to think about? Have you considered the tax burden, the structure of your estate, the effect it will have on your family and future generations? Karl runs through a checklist of items that will help prepare you and your family. Plus, a winter storm hit Texas recently. Are you prepared in the event you didn't have power for 24-48 hours? Topics discussed on this podcast: Liquidity Events Selling A Business...2023-02-0425 minCreating Richer LivesYou've Sold Your Company...Now What?On this podcast, Karl Eggerss discusses liquidity events, whether it's selling your business or an inheritance. What are all the various aspects you need to think about? Have you considered the tax burden, the structure of your estate, the effect it will have on your family and future generations? Karl runs through a checklist of items that will help prepare you and your family. Plus, a winter storm hit Texas recently. Are you prepared in the event you didn't have power for 24-48 hours? Topics discussed on this podcast: Liquidity Events Selling A Business...2023-02-0425 minCreating Richer LivesA New Year And The Same Market?On this podcast, Karl Eggerss looks back at 2022. Which sector and areas of the market outperformed, and which ones underperformed. Also, why did the stock and bond market struggle? Plus, Karl explains which stocks were positive in 2022. In addition, what should investors expect for 2023? Should we expect more of the same or will the market characteristics change? Topics discussed on this podcast: The Federal Reserve sector performance volatility index private equity private real estate private lending stocks bonds commodities investment management tax changes 2023 Secure Act 2.0 For more information, go to https://www.creatingricherlives...2022-12-3127 minCreating Richer LivesA New Year And The Same Market?On this podcast, Karl Eggerss looks back at 2022. Which sector and areas of the market outperformed, and which ones underperformed. Also, why did the stock and bond market struggle? Plus, Karl explains which stocks were positive in 2022. In addition, what should investors expect for 2023? Should we expect more of the same or will the market characteristics change? Topics discussed on this podcast: The Federal Reserve sector performance volatility index private equity private real estate private lending stocks bonds commodities investment management tax changes 2023 Secure Act 2.0 For more information, go to https://www.creatingricherlives...2022-12-3127 minCreating Richer LivesStart Focusing On ThisOn this podcast, Karl Eggerss describes why there has been a change in the financial markets. Investors should shift their focus to something different. Also, how do you analyze your portfolio? Karl gives some helpful tips on what it takes to make sure a portfolio makes sense for the current environment and for each person's individual goals.2022-12-1724 minCreating Richer LivesStart Focusing On ThisOn this podcast, Karl Eggerss describes why there has been a change in the financial markets. Investors should shift their focus to something different. Also, how do you analyze your portfolio? Karl gives some helpful tips on what it takes to make sure a portfolio makes sense for the current environment and for each person's individual goals.2022-12-1724 minCreating Richer LivesWhat Is Sequence Of Returns Risk?On this episode, Karl Eggerss examines sequence of returns risk. This is a risk that affects retirees especially. Karl will give you some ways to mitigate this risk. Plus, is it time for a Roth Conversion?2022-10-2918 minCreating Richer LivesWhat Is Sequence Of Returns Risk?On this episode, Karl Eggerss examines sequence of returns risk. This is a risk that affects retirees especially. Karl will give you some ways to mitigate this risk. Plus, is it time for a Roth Conversion?2022-10-2918 minCreating Richer LivesIs The Worst Behind Us?On this podcast, Karl Eggerss discusses what happens to the stock market during recessions and how this one compares. Is the bear market just beginning or are we nearing the end? Karl shares his thoughts.2022-09-0321 minCreating Richer LivesIs The Worst Behind Us?On this podcast, Karl Eggerss discusses what happens to the stock market during recessions and how this one compares. Is the bear market just beginning or are we nearing the end? Karl shares his thoughts.2022-09-0321 minCreating Richer LivesThe Truth Behind Gold As An InvestmentOn this podcast, Karl Eggerss welcomes Casey Keller, CFA to the show. Gold is perhaps the oldest investment in the world. But, is it still something that may belong in a portfolio? Casey & Karl discuss this and the history of gold.2022-07-0935 minCreating Richer LivesThe Truth Behind Gold As An InvestmentOn this podcast, Karl Eggerss welcomes Casey Keller, CFA to the show. Gold is perhaps the oldest investment in the world. But, is it still something that may belong in a portfolio? Casey & Karl discuss this and the history of gold.2022-07-0935 minCreating Richer LivesIs Real Estate A Good Investment?On this podcast, Karl Eggerss discusses the pros and cons of real estate investing. In addition, there are several types of real estate investments. Karl goes into detail on many of them.2022-03-1939 minCreating Richer LivesIs Real Estate A Good Investment?On this podcast, Karl Eggerss discusses the pros and cons of real estate investing. In addition, there are several types of real estate investments. Karl goes into detail on many of them.2022-03-1939 minCreating Richer LivesPlaying Yesterday's GameOn this week's podcast, Karl Eggerss discusses why the Fed may be behind the curve...again. Plus, it's a new year and Karl has a 4-week organizational challenge for you. 2022-01-2229 minCreating Richer LivesPlaying Yesterday's GameOn this week's podcast, Karl Eggerss discusses why the Fed may be behind the curve...again. Plus, it's a new year and Karl has a 4-week organizational challenge for you. 2022-01-2229 minCreating Richer LivesDeciding Where To Give Charitable Dollars? 3 TipsOn this podcast, Karl Eggerss shares his thoughts on how to decide where to give your philanthropic dollars. Karl gives 3 things to consider.2021-12-1122 minCreating Richer LivesDeciding Where To Give Charitable Dollars? 3 TipsOn this podcast, Karl Eggerss shares his thoughts on how to decide where to give your philanthropic dollars. Karl gives 3 things to consider.2021-12-1122 minCreating Richer LivesMoney 101: A Podcast For Young AdultsFinancial literacy is lacking in this country. Unfortunately, it's not getting taught in most of the schools. On this podcast, Karl Eggerss gives a money 101 lesson to young adults. If you have a child or grandchild, this is the podcast for them.2021-03-2730 minCreating Richer LivesFinancial Planning For Older AdultsYou're now in retirement. That means there are new considerations in regards to financial planning. Oliver Norman, CFP®, CHFC®, CLU®, CDFA® joins Karl Eggerss to discuss some valuable resources for older adults.2020-09-2638 minCreating Richer LivesOllie Interviews The HostOn this podcast, the tables are turned. Oliver Norman interviews Karl Eggerss. Ollie finds out how Karl got into the business and what he thinks makes a good advisor.2020-08-1528 minCreating Richer LivesOllie Interviews The HostOn this podcast, the tables are turned. Oliver Norman interviews Karl Eggerss. Ollie finds out how Karl got into the business and what he thinks makes a good advisor.2020-08-1528 minCreating Richer LivesWhat Is The F.I.R.E. Movement?Karl Eggerss welcomes Sam Dreibelbis, CPA to the podcast to discuss the F.I.R.E. movement. What is it? Is it just for young people? Karl & Sam discuss several factors to consider before one should embark on this lifestyle.2020-06-2743 minCreating Richer LivesWhat Is The F.I.R.E. Movement?Karl Eggerss welcomes Sam Dreibelbis, CPA to the podcast to discuss the F.I.R.E. movement. What is it? Is it just for young people? Karl & Sam discuss several factors to consider before one should embark on this lifestyle.2020-06-2743 minCreating Richer LivesA Guide To Dividend InvestingOn this week's podcast, Karl Eggerss welcomes John Keeton, CFA to discuss dividend investing. John gives the audience several items to consider when buying a dividend stock.2020-05-2334 minCreating Richer LivesAre You A Forced Seller?On this week's podcast, Karl Eggerss discusses the recent pullback in the stock market and how it affects some, but not others. When the stock market is volatile, some investors are forced to sell. If you're not, you can use pullbacks to your advantage.2020-02-2931 minCreating Richer LivesChina Has An Arithmetic IssueOn this week's podcast, Karl Eggerss explains why the rest of the world is just figuring out what we already knew about China.2020-02-1518 minCreating Richer LivesBuy Now Or Wait?On this week's podcast, Karl Eggerss discussed the tough decision when the stock market's at an all-time high. Buy now or wait?2020-01-1816 minCreating Richer LivesDoes A New Year Mean A New Strategy?On this week's podcast, Karl Eggerss discusses the new year and the what you should and shouldn't be doing just because the calendar changed.2020-01-0425 minCreating Richer LivesActive or Passive? Does It Matter?On this episode, Karl Eggerss welcomes Casey Keller to the studio to discuss active investing versus passive investing. Is one way better than the other? 2019-12-2126 min