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Karl Eggerss
Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich 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. It’s time to redefine what it means to have a richer life.
Total 273 episodes
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Lessons from 2020

Lessons from 2020

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?
28:4726/12/2020
Don't Look At Us

Don't Look At Us

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.
40:1119/12/2020
Hit It Down The Middle Of The Fairway

Hit It Down The Middle Of The Fairway

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.
27:1412/12/2020
Give The Gift Of Financial Education

Give The Gift Of Financial Education

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.
42:0205/12/2020
This Is What You Want To See

This Is What You Want To See

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. 
25:2428/11/2020
It's That Time Of Year

It's That Time Of Year

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.
26:5821/11/2020
How A Vaccine Changed The Character Of The Market

How A Vaccine Changed The Character Of The Market

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.  
31:0614/11/2020
Too Close To Call

Too Close To Call

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?
31:5407/11/2020
Lockdown 2.0

Lockdown 2.0

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.
24:2531/10/2020
A Comprehensive Discussion About Risk Management

A Comprehensive Discussion About Risk Management

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.
46:5424/10/2020
Behind The Scenes of Covid-19

Behind The Scenes of Covid-19

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.
43:3117/10/2020
A Win Win Scenario?

A Win Win Scenario?

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.
26:4610/10/2020
Historical Impact Of Elections On Stocks

Historical Impact Of Elections On Stocks

Do elections impact the stock market?  Does it really matter who wins from a stock market perspective? Karl welcomes Justin Pawl, CIO of Covenant.  
42:1203/10/2020
Financial Planning For Older Adults

Financial Planning For Older Adults

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.
38:4026/09/2020
Are You Properly Positioned For The Rotation?

Are You Properly Positioned For The Rotation?

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.
25:0219/09/2020
How To Position Your Portfolio Through The Election

How To Position Your Portfolio Through The Election

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.
24:2612/09/2020
Reality Sets In

Reality Sets In

Has the tech bubble popped?  Karl discusses the big drop in stocks this week and whether it should be isolated to just technology stocks.  
24:5405/09/2020
Did The Fed Just Extend The Bull Market?

Did The Fed Just Extend The Bull Market?

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. 
23:0329/08/2020
12 Tax Scams You Need To Know About

12 Tax Scams You Need To Know About

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?
25:4722/08/2020
Ollie Interviews The Host

Ollie Interviews The Host

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.
28:3415/08/2020
A Low Investment Income Solution

A Low Investment Income Solution

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.  
23:1508/08/2020
Big Tax Changes Coming?  Creative Planning Ideas

Big Tax Changes Coming? Creative Planning Ideas

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.
38:0301/08/2020
Is Your Financial House In Order?

Is Your Financial House In Order?

On this week's podcast, Karl discusses financial organization and gives several tools that can make the job easier.  
19:3825/07/2020
What's In Store For The 2nd Half?

What's In Store For The 2nd Half?

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.
43:2118/07/2020
The Most Polarizing Stock Of Our Lifetimes

The Most Polarizing Stock Of Our Lifetimes

On this episode, Karl discusses a potential bubble in the stock market, and specifically one stock that has gone vertical. 
20:2611/07/2020
Retirement Expenses Explained

Retirement Expenses Explained

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.
25:2604/07/2020
What Is The F.I.R.E. Movement?

What 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.
43:0627/06/2020
Should I Take The Early Retirement Package?

Should I Take The Early Retirement Package?

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 experience in the area of helping employees with their compensation packages and answering the tough question of whether or not they should accept an early retirement package.
35:3520/06/2020
3 Reasons For Last Week's Stock Market Drop

3 Reasons For Last Week's Stock Market Drop

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.
28:3113/06/2020
The Estimates Were Way Off

The Estimates Were Way Off

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.
24:2906/06/2020
Financially Supporting Adult Children

Financially Supporting Adult Children

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.
40:3230/05/2020
A Guide To Dividend Investing

A Guide To Dividend Investing

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.
34:3723/05/2020
The Billionaires Have Spoken

The Billionaires Have Spoken

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.
30:2016/05/2020
Using Trusts As Beneficiaries

Using Trusts As Beneficiaries

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.
34:0009/05/2020
Your Mind And Your Money

Your Mind And Your Money

On this week's podcast, Karl welcomes Dr. W. Lee Warren.  He's a brain surgeon, a veteran, a writer, a podcaster, and an inventor.  Karl & Dr. Warren discuss how our minds affect our investing decisions and how to prevent our brains from becoming a deterrent. 
43:2325/04/2020
The Big Unknown

The Big Unknown

On this week's podcast, Karl breaks down the action in the financial markets this week.  Another box checked.  But, questions remain.  Find out what they are on this week's show.
25:4718/04/2020
Planning Techniques For The Current Environment

Planning Techniques For The Current Environment

On this week's show, Karl is joined by John Eadie, the Founder and Managing Director of Covenant.  John is a CPA, CFA, CFP®, PFS, CLU®, CIMA, & CKA®.  John gives the listeners some tips and techniques in the current environment. Plus, Karl discusses the best week in the stock market since 1974.  
40:0311/04/2020
A Few Improvements

A Few Improvements

On this week's episode, Karl discusses that despite the astronomical unemployment numbers that most of us have never seen before, there were some bright spots in the financial markets.
33:0104/04/2020
It's A Start

It's A Start

On this week's podcast, Karl discusses some of the boxes that got checked that helped the market rally.  Volatility continues and Karl shares what investors will be looking for next for the uptrend to continue.
29:4828/03/2020
Another Week To Forget

Another Week To Forget

On this week's show, Karl discusses the continued sell off in the financial markets and how diversification isn't helping at the moment.  Plus, Danny Simmerman and Holly Veenker of TIA Group join Karl discusses the skyrocketing insurance rates.
44:5921/03/2020
This Generation's 1987

This Generation's 1987

On this week’s podcast, Karl discusses the extreme volatility and historic fall in the stock market that can only be compared to 1987. Most investors have never seen a drop of this magnitude, and certainly not this fast.
39:0114/03/2020
Avoid These 5 Mistakes During A Divorce

Avoid These 5 Mistakes During A Divorce

On this week's show, Karl welcomes Oliver Norman, CDFA® to discuss the financial implications of going through a divorce. Oliver gives some practical tips and things to think about to reduce the odds of financial mistakes during divorce.
39:1307/03/2020
Are You A Forced Seller?

Are 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.
31:5429/02/2020
A Tale Of Two Decades

A Tale Of Two Decades

On this episode of Creating Richer Lives, Karl discusses how two different decades in the past gave investors very different results depending on how they were allocated.  What will this decade bring? Plus, an update on the Coronavirus and the stock market.
17:2322/02/2020
China Has An Arithmetic Issue

China Has An Arithmetic Issue

On this week's podcast, Karl Eggerss explains why the rest of the world is just figuring out what we already knew about China.
18:3115/02/2020
Tesla Goes Bonkers (Audio Podcast)

Tesla Goes Bonkers (Audio Podcast)

16:4908/02/2020
Could The Coronavirus Eventually Help The Economy?

Could The Coronavirus Eventually Help The Economy?

The selloff this week on more Coronavirus fears has many thinking it's going to negatively affect the economy.  But, there are a few big moves this week from some key areas that could actually help the economy.  Karl explains on this week's podcast.
16:2501/02/2020
Here's What The World's Best Investors Think About The Stock Market

Here's What The World's Best Investors Think About The Stock Market

On this week's show, Karl discusses the Coronavirus and the effects on the stock market and the economy.  Plus, tune in to hear what the smart guys on Wall Street think about the current stock market.
31:0325/01/2020
Buy Now Or Wait?

Buy 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?
16:4218/01/2020
More Investments Doesn't Necessarily Equal A Safer Portfolio

More Investments Doesn't Necessarily Equal A Safer Portfolio

On this week's podcast, Karl discusses several items to consider when building the proper investment portfolio.  Also, Karl warns investors that just because you have several different securities, that doesn't guarantee you're any safer.
24:0311/01/2020