Shows
Retirement and Investment LiteracyNew companies added to the S&P 500In this episode I discuss the upward movement of a stock when it gets added to an index - like the S&P 500.
www.TouchstoneFinancialEducation.com
No selling. Just education.
2025-07-0901 minRetirement and Investment LiteracyInvestment Income in Times of UncertaintyIn this episode I discuss how to generate income from your portfolio and reduce volatility. I cover Dividend Income, Interest Income from Bonds and Hi Yield Savings Accounts.
Thanks for listening,
Elliott
www.TouchstoneFinancialEducation.com
No selling. Just education.
2025-06-1708 minRetirement and Investment LiteracyDividend IncomeWith this episode I discuss dividend income. Stocks that pay dividends tend to be less volatile as they are more mature companies. In a time of volatility these are great additions to any portfolio. If you have any questions, don't hesitate to ask.
www.TouchstoneFinancialEducation.com
No selling. Just education.
2025-05-2801 minRetirement and Investment LiteracyWhat to do?In this episode I discuss what to do as we near the possible end to the volatility as a result of the tariffs. My discussion focuses on your state of mind as an investor as opposed to pure metrics. This is slightly different approach but sometimes it's a good idea to step back and gain some perspective - there will always be opportunities in the market.
www.TouchstoneFinancialEducation.com
No selling. Just education.
2025-05-0908 minRetirement and Investment LiteracyEarnings Season - What to considerIn this episode I discuss how to navigate earnings season with an eye towards a possible economic slowdown.
www.TouchstoneFinancialEducation.com
No selling. Just education.
2025-04-1801 minRetirement and Investment LiteracyWhat to do during uncertain timesIn this video I discuss what to do while the uncertainty around tariffs remains.
www.TouchstoneFinancialEducation.com
No selling. Just education.
2025-04-1201 minRetirement and Investment Literacy1st Qtr numbers and 2nd Qtr ExpectationsIn this episode I discuss 1st quarter performance of major indices. I also touch up expectations for 2nd quarter and Tariff uncertainty.
What metrics can you use to determine market direction? I discuss 4 in this podcast.
Trying times indeed, keep the faith.
Elliott
www.TouchstoneFinancialEducation.com
No selling. Just education.
2025-04-0108 minRetirement and Investment LiteracyMarket, Sector StockToday is the first day of the imposition of tariffs. The markets have been extremely volatile in anticpation of this day. How do we evaluate our positions in this uncertain environment? We keep it simple - Market, Sector, Stock. Using this formula can help to reduce the emotional response we have to losing value in our portfolios.
Thanks for listening and keep the faith
Elliott
www.TouchstoneFinancialEducation.com
No selling. Just education.
2025-03-0407 minRetirement and Investment LiteracyQuantum Computing - ShortShort video on what I'm watching in this new sector. Good things are coming.
www.TouchstoneFinancialEducation.com
No selling. Just education.
2025-02-0701 minRetirement and Investment LiteracyREITS! Growth OpportunityIn this episode I discuss Data Center Reits. These do not operate like traditional REITS which are invested in commercial real estate that provide nice dividends. Data Center Reits are designed for growth. With the push into AI, the growth of this sector is going to continue. This is a way to make an investment in tech. infrastructure.
www.TouchstoneFinancialEducation.com
No selling. Just education.
2025-01-2205 minRetirement and Investment Literacy2024 stock picks and 2025 momentumTook a look back at 2024 market performance and the stocks I discussed throughout the year. Also, I discuss what I am looking at for 2025 aggressive positions.
Thanks for listening and Happy New Year!
Elliott
www.TouchstoneFinancialEducation.com
No selling. Just education.
2025-01-0108 minRetirement and Investment LiteracyJoint Podcast with Luann. Maintaining a postive mindset with InvestingThis 3rd installment wraps up our installment on the mindset of a successful investor. We had a great time putting these together and we hope you enjoy.
2024-12-2305 minRetirement and Investment LiteracyRetirement Contribution Limits for 2025Just a heads up on contribution limits
2024-12-2201 minRetirement and Investment LiteracyAi Bubble? Let's compare it to the tech bubble of 1999In this podcast I compare the rapid growth of AI and a potential bubble to what we went through back in 1999's tech bubble. It's a compare and contrast discussion.
2024-12-2011 minRetirement and Investment LiteracyElliott and Luann - 2 of 3 of our series on maintaining a positive mindset around investingIn this second episode with Elliott and Luann, we continue discussing how to maintain a positive mindset around investing.
Stay tuned for more from this dynamic duo.
www.TouchstoneFinancialEducation.com
No selling. Just education.
2024-11-2705 minRetirement and Investment LiteracyElliott and Luann - 1 of 3 of our series on maintaining a positive mindset around investingIn this first episode with Elliott and Luann, we discuss how to maintain a positive mindset around investing.
Stay tuned for more from this dynamic duo.
www.TouchstoneFinancialEducation.com
No selling. Just education.
2024-11-2705 minRetirement and Investment LiteracyWho we areA short video describing who we are and what we do.
Thanks for watching/listening.
TouchstoneFinancialEducation.com
2024-10-2400 minRetirement and Investment LiteracyEmerging Market Investing and IRA contributions for 2024This episode we discuss China and their $142B infusion into their economy and its impact on their stock markets. We also discuss the growing might of India's economy. How do we play the uptick in both of these emerging market economies? We also discuss contribution limits and final day to fund IRA's.
2024-10-0801 minRetirement and Investment LiteracyDebt Instruments, interest rate reductions and your cash savingsIn this episode we discuss the impact of interest rate reductions on your cash savings and bond investments.
Touchstonefinancialeducation.com
No selling. Just education.
2024-09-2704 minRetirement and Investment LiteracySavings for Gig workers, the self employed and small business ownersThis episode is the second in a series I am creating in response to questions for my viewers in Nashville Tn.. They wanted to know how do gig workers, self employed and small business owners save for money. We have already discussed tracking income/expenses. Now we are moving into spending plans and next will be savings.
2024-09-2301 minRetirement and Investment LiteracyHow the pending Interest Rate Cuts will impact the bond market and a little on stocks.This is a discussion on how the bond market will be impacted by the interest rate cuts starting this month. We hear alot about interest rate cuts and stock market, but the bond market will be changing as a result of the rate cuts.
TouchstoneFinancialEducation.com
No Selling. Just Education.
2024-09-1602 minRetirement and Investment LiteracyInterest Rate Reduction and the Bond MarketThis one is a little long I know... but there is no way to short-cut an understanding on how the rate reduction will impact bond yields. Not only do lower rates impact us as consumers and investors but as tax payers as well. Thanks for listening.
Touchstone Financial Education
No Selling, just Education
2024-09-1309 minRetirement and Investment LiteracyOversold Tech stockShort video on beaten up tech stock. When the September pull-back is over, this stock should turn around. It was added to the S&P 500 in March of 24'.
2024-09-0601 minRetirement and Investment Literacy2 tech companies and a market overviewWith this post, we discuss Crowdstrike and Nvidia's earnings report and what's going on with the markets.
2024-09-0103 minRetirement and Investment LiteracyCrowdstrike and Nvidia - earnings and aftermarket actionThis podcast is for my agressive investors and traders. We discuss the earnings report from both Crowdstrike & Nvidia as well as the guidance on where their revenues and earnings per share are expected to go. The choice you make around both should fit within your investing discipline - short term or long term. We also mentioned the levereged etf NVDU - might want to take profits. Thanks for listening.
2024-08-2806 minRetirement and Investment LiteracyMarket Volatility TodayIn today's video, we talk about market volatility and opportunities in the tech sector.
www.touchstonefinancialeducation.com
No selling. Just education.
2024-08-1302 minRetirement and Investment LiteracyElliott and Sarah Talk About: 3 - Using Real Estate Investing as a Path to Financial FreedomIn this third episode with Elliott and Sarah, we talk about using Real Estate Investing as a path to financial freedom. The purpose here is to generate passive income.
Stay tuned for more from this dynamic duo.
www.TouchstoneFinancialEducation.com
No selling. Just education.
2024-08-0110 minRetirement and Investment LiteracyNew Crypto ETF's and Earnings from the Magnificent 7Today we discussed the Ethereum ETF's starting trading today. More Eth ETF's will start trading later this week. Also, discussed the earnings report of Alphabet and Tesla. Can't discuss tech stocks without mentioning the Crowdstrike debacle last week. How do we strategize around it's pullback? We walk through those steps.
2024-07-2413 minRetirement and Investment LiteracyElliott and Sarah Talk About: 2 - Savings and InvestingIn this second episode with Elliott and Sarah, we talk about how she got started and what she is doing now. We cover the steps she took to learn. She discusses books like Rich Dad Poor Dad and the Millionaire Next Store. She stresses if she can do it, anybody can do it.
Stay tuned for more from this dynamic duo.
Next Up: Real Estate Investing
www.TouchstoneFinancialEducation.com
No selling. Just education.
2024-07-1411 minRetirement and Investment Literacy2nd half of the year expectations and interest rate decisionsIn this episode I recap the 1st half of the years performance which has been really good. I also discuss stocks and etf's that I am watching for the 2nd half of the year to continue to perform well. Of course, no discussion about investments today is complete without mentioning the Fed, inflation, unemployment and interest rates.
BTW Correction I called Supermicro Computer Supermicro strategy... just excited to get the info. out.... :-)
Thanks for listening,
Elliott
2024-07-1116 minRetirement and Investment LiteracyElliott and Sarah Talk About: 1 - Getting Started on a Journey of Financial WellnessIn this first episode with Elliott and Sarah, we discuss the importance of tracking expenses and how to do it. Also, we discuss how to categorize your money and automating the savings process.
Stay tuned for more from this dynamic duo.
Next Up: Savings and Investing
www.TouchstoneFinancialEducation.com
No selling. Just education.
2024-06-3005 minRetirement and Investment LiteracyOpportunities in the Market Today and Investment TaxationArtificial Intelligence, CyberSecurity, Chips, Healthcare and China. These are all areas of interest to grow your resources as the bull market continues.
While you are looking for the right opportunity, keep your money in high-yield and money market accounts attached to your brokerage account. Many platforms are paying 4-5% on cash.
Lastly, I discuss tax rates on brokerage (taxable) investment accounts.
Thanks for listening,
Elliott
Of course, if you want personalized assistance, please reach out to us at: www.TouchstoneFinancialEducation.com
No selling. Just education.
2024-06-1412 minRetirement and Investment LiteracyOpportunities in the Market Today and Investment TaxationArtificial Intelligence, CyberSecurity, Chips, Healthcare and China. These are all areas of interest to grow your resources as the bull market continues.
While you are looking for the right opportunity, keep your money in high-yield and money market accounts attached to your brokerage account. Many platforms are paying 4-5% on cash.
Lastly, I discuss tax rates on brokerage (taxable) investment accounts.
Thanks for listening,
Elliott
Of course, if you want personalized assistance, please reach out to us at: www.TouchstoneFinancialEducation.com
No selling. Just education.
2024-06-0517 minRetirement and Investment LiteracyIRA's for beginnersThis episode we discuss what an Individual Retirement Account is, the difference between Traditional & Roth and some limitations associated with these accounts. This is an episode designed for beginners and a refresher for you more experienced investors. If you have any questions, please reach out to us. Thanks for listening.
TouchstoneFinancialEducation.com
Elliott
2024-05-0606 minRetirement and Investment LiteracyHow to Choose The Right Investments For YouThis episode is designed for people wanting to learn how to choose investments. In the last episode, we focused on how to find the right platform. Now, we discuss how to navigate your platform to find the right investments, evaluate their performance and cost.
Thanks for listening,
Elliott
No selling. Just education.
www.TouchstoneFinancialEducation.com
2024-04-1412 minRetirement and Investment LiteracyHow to choose the right investment for you.This episode is designed for people wanting to learn how to choose investments. Last episode, we focused on how to find the right platform. Now, we discuss how to navigate your platform to find the right investments, evaluate their performance and cost.
Thanks for listening,
Elliott
2024-04-0412 minRetirement and Investment LiteracyInvesting for BeginnersIn this video we discuss how to get started investing. There is a lot of information out there and we want to narrow your focus to help you make decisions. In a simple to follow manner, we lay out how to review platforms to how to add money to an account and start investing.
www.TouchstoneFinancialEducation.com
No selling. Just education.
2024-03-1913 minRetirement and Investment LiteracyHow to Get Started InvestingSource: https://www.podbean.com/eau/pb-evd43-15a150c
In this episode I discuss how to get started with investing. We discuss how to choose the right platform such as Fidelity, Vanguard, Schwab, and e*Trade. We review what type of account to open, such as individual (brokerage) account or IRA (Traditional vs. Roth). We also provide a basic overview on how to choose investments.
www.TouchstoneFinancialEducation.com
No selling. Just education.
2024-03-0613 minRetirement and Investment LiteracyWhen to Sell a MF, ETF, or StockIn this video, we discuss how to evaluate when to sell a position - MF, ETF, or Stock. We review how to place the trade as well.
2024-02-1415 minRetirement and Investment Literacy2024 Retirement Contribution Limits, Markets in the New Year, and Bitcoin ETFsIn this Podcast we review the 2024 IRS retirement account contribution limits, where we see the markets going with lower interest rates this year, and the new Bitcoin ETFs.
2024-01-1424 minRetirement and Investment LiteracyLeveraged ETFs and Index OptionsToday we discuss aggressive forms of investing to enhance performance of our portfolio in both bull and bear markets. We also discuss how to find underperforming sectors to increase our profit margins.
2023-12-2820 minRetirement and Investment LiteracyMore on Tech Stock Analysis and Electric VehiclesIn this Podcast, we discuss more on tech stock analysis. We also review EVs (Electric Vehicles) as a beaten-up sector and something to watch going into 2024.
Please check out our website at www.TouchstoneFinancialEducation.com. Visit our Classes section and sign up for classes in January and February, 2024.
2023-11-3015 minRetirement and Investment LiteracyStocks I’m Watching and the MarketsIn this Podcast, I review some of the stocks I am watching. I also discuss current market conditions.
Please check out our website at www.TouchstoneFinancialEducation.com. Visit our Classes section and sign up for classes in January and February, 2024.
2023-11-1815 minRetirement and Investment LiteracyMutual Fund and ETF (Exchange Traded Fund) AnalysisIn this Podcast, we discuss how to analyze Mutual Funds and ETFs (Exchange Traded Funds). This analysis can be done through your investment portal, as well as the few examples we provide in the video. We also discuss tax-loss harvesting as we are approaching the end of the year.
2023-10-1017 minRetirement and Investment LiteracyTFE Consults and ClassesThis is a short video to describe the consults and classes we offer at Touchstone Financial Education. If you have any questions, shoot us an email via the website. We will respond within 24 hours.
Thanks for watching!
Website link: https://www.touchstonefinancialeducation.com
2023-09-2607 minRetirement and Investment LiteracyBottoms Up - How to Pick StocksIn this episode, we discuss a common sense approach to picking investments. Whether you are a beginner or an experienced investor, this approach will help you narrow your focus when picking appropriate investments.
2023-09-1519 minRetirement and Investment LiteracyInvesting and Cash Positions - What to do with cash while the market is flatIn today's podcast we discuss how high-yield savings, money markets and CDs are earning such great interest rates. We also review where to find these accounts and how APY - annual percental yield - works.
Also, I discuss Nvidia's earnings report which is coming out next week.
2023-08-1717 minRetirement and Investment LiteracyValue Investing and Sector Rotation (audio)With this episode, I discuss how to broaden your parameters for looking at opportunities outside the tech sector. I include the use of fundamental analysis and specifically income statements to determine the worthiness of a good value investment. I also discuss the numbers from Microsoft and Google as they announced their earnings today.
2023-07-2500 minRetirement and Investment LiteracyValue Investing and Sector Rotation (video)With this episode, I discuss how to broaden your parameters for looking at opportunities outside the tech sector. I include the use of fundamental analysis and specifically income statements to determine the worthiness of a good value investment. I also discuss the numbers from Microsoft and Google as they announced their earnings today.
2023-07-2517 minRetirement and Investment LiteracyTech Follow Up and Value Investing Intro (audio)Today we finish up with the tech trade and discuss the cyclical slowdown in trading that occurs during the summer. The summer malaise. This is an opportunity to do some homework. The markets are still in good shape YTD. Also discuss the energy sector - specifically oil. The Saudi's have decided to reduce production and what type of impact will that have in the second half of the year on that sector. Buying opportunity? Lastly, discuss different metrics used for trading vs. investing.
VIDEO VERSION AVAILABLE
2023-07-0600 minRetirement and Investment LiteracyTech Follow Up and Value Investing Intro (video)Today we finish up with the tech trade and discuss the cyclical slowdown in trading that occurs during the summer. The summer malaise. This is an opportunity to do some homework. The markets are still in good shape YTD. Also discuss the energy sector - specifically oil. The Saudi's have decided to reduce production and what type of impact will that have in the second half of the year on that sector. Buying opportunity? Lastly, discuss different metrics used for trading vs. investing.
2023-07-0615 minRetirement and Investment LiteracyTech Trading and InvestingToday I discuss the momentum behind tech stocks and how you can benefit, whether it be a short-term hold or a long-term investment. I also review how to find these positions using your investment platform and evaluate which stock or ETF is right for you. The difference between a trade and an investment is also included.
2023-06-1519 minRetirement and Investment LiteracyAsset Allocation: What It Is and How to ImplementThis is a follow-up from our last Podcast, How to Pick Investments: Funds. Once the investments are chosen how do we figure out what percentage of our resources belongs to which fund? That is asset allocation. Age and distance to goals like retirement are the biggest determinants in this process. I share some ways of how to look up asset allocation models using your investment/retirement platform as well as tools outside of your platform.
2023-05-3122 minRetirement and Investment LiteracyHow to Pick Investments: FundsHow to pick the investments that are right for you. Whether it be in your retirement plan at work or investing on your own. We utilize the tools of our investment platforms as well as other sources we can Google: such as etfdb.com and U.S. News and World Report.
2023-05-2218 minRetirement and Investment LiteracyInvesting: How to Get StartedToday we discuss the mechanics of investing - how to choose a platform that is right for you based on your experience as an investor. I review which pages each platform has that you will use to invest your money, such as the Opening Account screen, the Trade screen, Activity page, and how to find your Tax Documents.
2023-05-0619 minRetirement and Investment LiteracyOptions Continued: Puts and ShortsToday's Podcast is a continuation of our Options discussion. We cover Put options and strategies on how to use them. To help understand options trading we discuss shorting the markets and how that can be used in lieu of bearish Put strategies. This is the last in the series on Options. We will be returning to basic investing and retirement strategies going forward. We love the feedback we receive on our website as well as the suggestions made on future topics.
2023-04-1322 minRetirement and Investment LiteracyOptions II - Intro to Call Strategies, Options Chains, Trading, and Leveraged ETFsThis Podcast covers bull and bear strategies for Call options, how to find options chains on your investment platform, and how volatility lends itself to profitable options trading. We also discuss leveraged ETFs - what they are and how to use them as opposed to options trading.
2023-03-2327 minRetirement and Investment LiteracyOptions Intro and Follow Up with Research from Last PodcastThis podcast is a brief continuation of my last podcast on research and watchlists - where to find information outside of your investing platform. I continue with an introduction into options trading.
2023-03-0621 minRetirement and Investment LiteracyWhere Do I Put My Money Now?A discussion on the more aggressive components of the market. There has been a shift in stock investing since the 4th quarter of 2022 from conservative sectors of the market such as energy and consumer staples back into tech and more aggressive sectors of the market. It's time to use watch lists, stop loss orders, and technical analysis.
2023-02-2020 minRetirement and Investment LiteracyAs the New Year Begins...Review contribution limits on retirement accounts. I also discussed a few indicators to be used to look for a market turn around. Also briefly discussed APY and high yield savings accounts.
2023-01-1913 minRetirement and Investment LiteracyNew Year ChecklistToday I want to provide an update on contribution limits to retirement accounts. Also, a quick review of the market volatility and the federal reserve and information on the different strategies to be used between retirement and taxable (brokerage) investing.
Touchstone Financial Education
Elliott Cox
2023-01-0210 minRetirement and Investment LiteracyBacko the Stock MarketThis podcast is a pivot back to the stock market. I discuss the impact of the Federal Reserve meeting notes, asset allocation and how to evaluate your retirement and taxable accounts. This is a segue back into more detailed information on stock investing.
Touchstone Financial Education
Elliott Cox
2022-12-1315 minRetirement and Investment LiteracyBack to the Stock MarketThis podcast is a pivot back to the stock market. I discuss the impact of the Federal Reserve meeting notes, asset allocation and how to evaluate your retirement and taxable accounts. This is a segue back into more detailed information on stock investing.
Touchstone Financial Education
Elliott Cox
2022-11-2815 minRetirement and Investment LiteracyInterest Rates and the Federal ReserveThe impact the federal reserve has on our lives as it relates to being a consumer, investor and business owners. Focused on the Federal Funds Rate and the Discount Rate. Also, discussed how the interest rates hikes have impacted the stock market in 2022.
Touchstone Financial Education
Elliott Cox
2022-11-1719 minRetirement and Investment LiteracyBonds II (Bills and Notes)This episode is a continuation of the intro to bonds podcast. Here I focus on the shorter-term debt instruments, Treasury Bills to Notes.
Touchstone Financial Education
Elliott Cox
2022-10-3112 minRetirement and Investment LiteracyIntro To BondsWhat is a bond? Run through on the basics of a bond and how they work in the capital markets. Will follow through with real life examples as it relates to our current interest rate environment in the next episode.
Touchstone Financial Education
Elliott Cox
2022-10-1022 minRetirement and Investment LiteracyTechnical Trading IIContinuation of technical indicators. How to use short term Simple Moving Averages to determine direction of a stock. Also, discussed sell targets.
Touchstone Financial Education
Elliott Cox
2022-09-2216 minRetirement and Investment LiteracyStock Picking - Intro To Technical TradingTime in the market not timing the market - not necessarily true. In volatile markets there is money to be made with trading stocks. I will start discussing the use of different technical metrics to determine how to buy/sell a position.
Touchstone Financial Education
Elliott Cox
2022-09-0119 minRetirement and Investment LiteracyTying It All TogetherMoving from fundamentals and easy to follow broad market indicators. Tied in elements from previous podcasts. Moving onto trading stocks and options.
Touchstone Financial Education
Elliott Cox
2022-08-1819 minRetirement and Investment LiteracyStock Analysis - Preferred StockContinuing with stock analysis. Income producing stocks - preferred stocks. How to pursue income on the equity (stock) side of the market.
Touchstone Financial Education
Elliott Cox
2022-08-0316 minRetirement and Investment LiteracyDividend Stocks - What Are Dividends? More FundamentalsContinuation of stock fundamentals. Dividends - what are they, how do they work, and how to compare dividends between companies and industries. Equity Income Investing.
Touchstone Financial Education
Elliott Cox
2022-07-1621 minRetirement and Investment LiteracyStock Analysis - First StepsThis podcast is about using fundamental analysis. Earnings per share (EPS) and revenue number and P/E ratios. I will be introducing other metrics in following podcasts.
Touchstone Financial Education
Elliott Cox
2022-07-0420 minRetirement and Investment LiteracyStart Preparing For The Next Up Swing In The Market - Doing Your HomeworkUsing a top-down analysis to find good investments while the markets are down. Not investing yet - just getting ready. Putting together watchlists.
Touchstone Financial Education
Elliott Cox
2022-06-1715 minRetirement and Investment LiteracyIs It Time To Jump Back In The Markets?Discussing a few metrics you can use to gauge sentiment and market direction. Analysis first then jump in.
Touchstone Financial Education
Elliott Cox
2022-06-0816 minRetirement and Investment LiteracyShould I Hire A Financial Advisor? What Is A Fiduciary?In this podcast I cover - should I hire a Financial Advisor? What is a fiduciary? What questions should I ask my potential advisor? Also, the different organizations advisors work for.
Touchstone Financial Education
Elliott Cox
2022-05-2319 minRetirement and Investment LiteracyI Bonds ExplanationWanted to explain in detail what an I Bond is and how they work. Been getting a lot of questions around these. This is an amendment to my Asset Allocation podcast.
Touchstone Financial Education
Elliott Cox
2022-05-1209 minRetirement and Investment LiteracyAsset Allocation and Market VolatilityThis is the last in my investments basics series. This podcast covers why it is important to have the appropriate allocation. What is it? Why should I use asset allocation as a model for investing?
Touchstone Financial Education
Elliott Cox
2022-05-1216 minRetirement and Investment LiteracyFunds - Passive & Actively Managed Funds. What Do I Choose?Description of the difference between actively and passively managed funds. Differences in cost and performance.
Touchstone Financial Education
Elliott Cox
2022-05-0216 minRetirement and Investment LiteracyMutual Funds And ETFs - What’s The Difference?Description of a mutual fund and an Exchange Traded Fund. The differences and similarities.
Touchstone Financial Education
Elliott Cox
2022-04-2120 minRetirement and Investment LiteracyRetirement and Investment AccountsRetirement account review, back door and mega back door options. Also brokerage account introduction. Podcast number 2 in this series.
Touchstone Financial Education
Elliott Cox
2022-04-1114 minRetirement and Investment LiteracyRetirement Basics and IntroductionRetirement Accounts for beginners and introduction for future episodes on investments and retirement.
2022-04-0620 minRetirement and Investment LiteracyRetirement & Investing IntroductionBasics of retirement. Quick explanation of employer sponsored plans and Individual Retirement Accounts (IRAs). This is the first episode to put you on the path to feeling secure in making your own retirement and investment decisions. Subsequent episodes will provide more detail on investing in general.
2022-04-0420 min