Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being richer is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life.
We're all taught to save from the time we're little toddlers. But, what is too much. Karl Eggerss welcomes Oliver Norman, CFP to the podcast to discuss this topic and how to balance saving and spending.
Karl welcomes guest Marlon Gutierrez, President and founder of 210IT. Marlon has been around technology since he was a teenager. He brings a wealth of knowledge and shares some practical tips to protect yourself.
On this podcast, Karl welcomes Mark Miller, a partner at Jackson Walker. With over 40 years of experience, Mark is a wealth of knowledge when it comes to copyrights, trademarks, and patents.
Financial 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.
The Covid Crash was one year ago. What did you learn? What would you have done different? On this podcast, Karl discusses the tremendous change in the market we've experienced in just one year.
On this podcast, Karl explains what NFTs are and how they work. Non fungible tokens are becoming very popular. This new technology is growing in popularity and could be coming to your portfolio.
While we don't want to think about it, it's inevitable. Our mortality. The responsible thing to do is start planning today. On this podcast, the discussion revolves around practical steps you can take today to make sure your family is provided for regarding household finances.
Our education system in the United States is rapidly changing. On this podcast, Karl welcomes guest Oliver Norman, CFP to discuss how we should be thinking about education for our kids and grandkids and the best ways to fund it.
On this special podcast, many in Texas were hit with power outages and had no water due to the winter blizzard and freezing temperatures. Karl explains some various ways to prepare for just these types of situations.
We get the questions about rising inflation alot. On this episode, Karl welcomes Justin Pawl, CIO of Covenant to discuss inflation and potential implications for your portfolio.
On this week's podcast, Karl welcomes Clint Fiore, CEO of Texas Business Buyers. Clint tells us this is one of the best times ever to buy OR sell a company due to several factors.
Did the little guy finally win against the big bad hedge funds? Perhaps this week they did. On this week's podcast, Karl explains what happened with Gamestop and many others this week and how the short sellers got squeezed.
There are some signs that speculation is rising in the stock market and it's starting to look like 1999. What's it mean for you and your portfolio? Karl explains.
On this week's podcast, Karl discusses the tough decision of when to sell a stock. Karl gives 3 simple things to consider to help make that decision.
As the stock market continues to push higher, more and more people believe it must fall. But, does it? Karl answers that plus explains some of the reasons the stock market is making all-time highs.
On the first podcast of 2021, Karl discusses the numerous changes in the economy, tax law, and politics that will drive planning and investment decisions. Plus, a fiscal stimulus deal is done. Was it needed?
On this week's podcast, Karl looks back at 2020 and reveals some key things we learned as investors. Plus, what all was in that COVID-19 relief package?
The Federal Reserve spoke this week. What did they say and how will it affect your portfolio? Plus, Oliver Norman joins Karl to discuss your financial reality.
IPOs, the next hot stock, and doom and gloom. These are all things that can lead to not achieving your financial goals. Karl explains how to prevent common errors with your portfolio.
On this podcast, Karl welcomes Oliver Norman & Casey Keller to discuss their favorite books that would be great Christmas gifts for adults, kids, and grandkids.
On this week's podcast, Karl discusses what characteristics he's seeing in this current bull market and why it could mean higher prices. Also, can the streak of a vaccine being released on a Monday continue? We're 3 for 3 in the last 3 weeks.
On this podcast, Karl discusses open enrollment season and what it means to you. Don't rush through it. Take the time to really make any necessary adjustments. You might need the help of a financial advisor.
On this week's podcast, Karl discusses the big news from Pfizer and how a vaccine caused certain areas of the stock market to skyrocket while others were down after the news.
On this week's podcast, Karl discusses the stock market and the surprising jump. Also, now that the election has happened, what's next? What should you be focusing on?
Stocks struggled this week on the lack of a fiscal stimulus package and new lockdowns in Europe. Is America next? Plus, the election is just a few days away. Karl explains why the market is acting fairly rational.
Life has risks. That will never change. But, there are ways to mitigate that risk. On this episode, Karl welcomes Oliver Norman to discuss all the ways he helps clients reduce their risk.
On this special episode, Karl interviews Dr. Larry Schlesinger, President & CEO of Texas Biomed. Karl and Dr. Schlesinger explore all the ins and outs of COVID-19, including the President's treatment and what lies ahead for us regarding the pandemic.
Who's going to win the presidential election? Does it matter as far as Wall Street is concerned? Karl explains why the market could keep going up regardless of the winner.
Do elections impact the stock market? Does it really matter who wins from a stock market perspective? Karl welcomes Justin Pawl, CIO of Covenant.
You'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.
The technology sell off continues and value is beginning to outperform growth for the first time in several months. Will it continue? Are you positioned properly? Karl discusses.
The presidential election is less than 60 days away and investors are beginning to wonder what the various outcomes will mean for their portfolios. Karl gives possible scenarios and some practical tips on how to navigate through this political season.
Has the tech bubble popped? Karl discusses the big drop in stocks this week and whether it should be isolated to just technology stocks.
The Federal Reserve changed their policy and course this week and it could have big implications for your portfolio. It will definitely have big implications for retirees living on a fixed income. Find out what it was on this week's podcast.
On this week's podcast, Karl discusses the IRS's dirty dozen tax scams that they just released as a public service announcement and a warning. Karl explains. Plus, Karl discusses which company is now the first $2 trillion company. And, is the market really at all-time highs?
On 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.
Since the financial crisis, investors have struggled to get investment income that can beat inflation. On this week's show, Karl gives listeners a great research tool to help solve that problem.
On this week's show, Karl welcomes guest John Eadie, founder and CEO of Covenant. John discusses the Joe Biden tax proposal and gives listeners several planning tips and techniques to help reduce potential tax liability.
On this week's podcast, Karl discusses financial organization and gives several tools that can make the job easier.
Karl welcomes Justin Pawl CFA, CAIA, CFP® to the podcast to discuss what to prepare for regarding the 2nd half of the year and their portfolios.
On this episode, Karl discusses a potential bubble in the stock market, and specifically one stock that has gone vertical.
On this week's podcast, Karl gives listeners items to consider when making that transition from working to the retired life. Have you calculated your expenses properly? Plus, is the stock market predicting a "V" shaped recovery? Karl says not so fast.
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.
During this pandemic, many companies need to reduce costs. One way is to reduce the number of employees. This has led to many companies offering their employees early retirement packages. Should you take it? Karl welcomes guest and fellow advisor Mark Nokyos, CFP to the podcast. Mark works with employees of companies and has a tremendous amount of …
On this week's show, Karl discusses the return of market volatility and what really had investors in a bearish mood. Plus, a listener asks should he take money out of his 401(k) to pay down his mortgage loan.
On this week's show, Karl discusses the blowout jobs report and how far off the estimates were. In addition, Karl encourages listeners to to take big investor comments with a grain of salt.
On this episode, Karl interviews Oliver Norman to discuss how to deal with adult children that need their parent's support financially. Oliver gives listeners practical tips.
On 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.
On this podcast, Karl explains the difference between what the biggest hedge fund managers are saying and what they might be doing. Also, Karl welcomes Shawn Morris, CFP®, AAMS® to discuss financial planning techniques that you can use during the COVID-19 quarantine.
On this episode, Karl welcomes guest David Akright, CFP®, CHFC® to the show. David gives listeners some helpful tips and things to consider when designating beneficiaries on retirement accounts. Also, David explains when to use a trust as a beneficiary.