Podcasts
Please check out our Podcasts for information on investing and retirement. We cover a variety of topics from the basics to complex investment strategies.
Retirement and Investment Literacy for Everyone
We want to hear from you! What would you like to learn about? Would you like a private consultation so we can discuss how to apply these strategies to your personal situation? Please let us know. We would love to work with you independently as well as incorporate your suggestions into our program.
I Bonds Explanation
Wanted to explain in detail what an I Bond is and how they work. Been getting alot of questions around these. This is an amendment to my Asset Allocation podcast
Asset Allocation and Market Volatility
This 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?
Funds - Passive & Actively Managed Funds. What Do I Choose?
Description of the difference between actively and passively managed funds. Differences in cost and performance.
Mutual Funds and ETFs - What’s the Difference?
Description of a mutual fund and an Exchange Traded Fund. The differences and similarities.
Retirement and Investment Accounts
Retirement account review, back door and mega back door options. Also brokerage account introduction. Podcast number 2 in this series.
Retirement Basics and Introduction
Retirement Accounts for beginners and introduction for future episodes on investments and retirement.
Retirement and Investing Introduction
Basics of retirement. Quick explanation of employer sponsored plans and Individual Retirement Accounts (IRA's). 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.