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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.
Deciding Where To Give Charitable Dollars? 3 Tips
On this podcast, Karl Eggerss shares his thoughts on how to decide where to give your philanthropic dollars. Karl gives 3 things to consider.
22:2011/12/2021
These Stocks Ain't What They Used To Be
It was a wild week on Wall Street. It had a little bit of everything for every investor. Karl gives details, but also give investors a warning about paying too much for a stock.
31:2704/12/2021
Red Friday
On this week's podcast, Karl Eggerss discusses the new COVID variant and how Wall Street reacted. In addition, he welcomes guest Justin Pawl to discuss the economy, inflation, and the stock market.
27:3627/11/2021
A Simple Way To Keep Your Portfolio Balanced
On this episode, Karl Eggerss discusses rebalancing and why it's so important and gives some examples of how it works.
22:4921/11/2021
Investing In A Runaway Market
Investing in the stock market is hard enough, let alone when it's at all-time highs. Many investors are experiencing FOMO (fear of missing out). On this podcast, Karl Eggerss gives listeners an update on the current landscape and ways to approach asset allocation.
27:1414/11/2021
Do Bonds Even Belong In A Portfolio?
Interest rates remain near historic lows and inflation is running higher than normal. On this podcast, Karl Eggerss discusses if bonds still play a part in a diversified portfolio.
23:4606/11/2021
Some Spooky Things In The Market
On this episode, Karl Eggerss reveals parts of the market that are downright scary. Appropriate for Halloween.
19:2330/10/2021
Are Your Shelves Stocked?
Supply chain disruptions continue and the costs of goods and services continue to rise. On this podcast, Karl Eggerss explains how you can prepare your portfolio and your household for low inventory and rising costs.
23:1123/10/2021
Several Ways To Invest In Real Estate
While real estate can be a great long-term investment, it takes a lot of work and not every real investment deal is appropriate for every investor. Karl Eggerss welcomes Oliver Norman to the podcast to discuss.
39:5816/10/2021
Creating Richer Lives 20211009
On this podcast, Karl Eggerss explores what changes were made during the pandemic for giving to charities and explains various techniques around philanthropy.
25:3409/10/2021
An "Alternative" Investment For Your Portfolio
On this episode, Karl Eggerss discusses alternative investments as a compliment to investment portfolios. He gives examples and scenarios when they may make sense.
27:4102/10/2021
"I Sure Am Glad I Have You"
On this episode, Karl Eggerss explains one of the many reasons individuals hire financial advisors.
21:3925/09/2021
Will You Be Affected By The Proposed Tax Changes?
On this episode, Karl Eggerss dives into some of the tax changes that are in the latest proposal. There is a sigh of relief for some while others may expect a higher tax bill.
22:3718/09/2021
Is Mailbox Money Always A Good Thing?
On this podcast, Karl Eggerss explains why too much fixed income can be a detriment to an overall financial plan.
20:1711/09/2021
Financial Literacy Starts Early
On this episode, Karl Eggerss welcomes Oliver Norman to the show to discuss explaining money to youngsters. It's never too early to start and Oliver gives some practical ways to do it.
40:2904/09/2021
The Beginning Of The End?
On this week's podcast, Karl Eggerss welcomes Justin Pawl, CIO of Covenant, to discuss the change the Fed made this week that could impact your portfolio.
34:2228/08/2021
Starting Down The Right Path
Imagine just starting out your career. What things do you need to know to make sure you start out on the right financial path? On this podcast, Karl Eggerss gives some practical tips that will help.
21:2121/08/2021
How To Handle Finances In A Relationship
One of the main strains on a relationship is the topic of finances. On this episode, Karl Eggerss welcomes Oliver Norman CFP®, CHFC®, CLU®, CDFA® to get his advice on ways to strengthen a relationship when it comes to finances and money.
33:5214/08/2021
Reasons To Keep Working
It seems most Americans are counting the days until retirement. But, on this week's podcast, Karl Eggerss shares some reasons why you may want to keep working.
22:2707/08/2021
Real Estate Investing 101
Have you ever wondered what the best way is to invest in real estate? On this episode, we'll take a deep dive into the various ways investors can take advantage of the real estate market.
27:3131/07/2021
24-Hour Bear Markets
On this episode, Karl Eggerss discusses the resiliency of the 2021 stock market. Plus, what is a stock? Many have been investing for several years and still may not know exactly what owning stock really means.
23:5924/07/2021
The Pros And Cons Of Target Date Funds
You've heard of them and probably have used them. They've gained in popularity and have been revolutionary to help investors reach their retirement goals. They're target date funds. While they've been a great financial invention, there are some specific things you should know about them before you invest in them. On this podcast, Karl Eggerss welcomes Casey Keller to the studio to discuss.
27:4117/07/2021
How To Manage A Portfolio
Managing an investment portfolio has many factors to consider. On this podcast, Karl Eggerss discusses some of the key items every investor must consider before constructing a portfolio for any situation.
24:4810/07/2021
What Is An RIA?
On this podcast, Karl Eggerss explains what is an RIA. It stand for a Registered Investment Advisor. You may have heard the term, but don't know the definition.
23:4603/07/2021
The Largest Roth IRA In History?
The stock market reached new highs this week, but Karl sees a few warning signs. Plus, the story of perhaps the largest Roth IRA in history.
20:0726/06/2021
This Is Why We Diversify
On this episode, Karl Eggerss discusses the number one reason why we diversify. It was on full display this week in the financial markets.
25:1219/06/2021
What It Takes To Analyze A Stock
Owning individual stocks can be exciting. But, it takes a lot of work and research to really do it correctly. On this episode, Karl Eggerss lists several items to consider before purchasing a stock.
31:5712/06/2021
Do You Know About These Risks?
Risk of losing money is always top of mind. But, in this podcast, Karl Eggerss discusses a few others that most investors don't think about.
22:4105/06/2021
Go Into Retirement With Confidence
Many workers don't know if they can retire. On this podcast, Karl explains how to go into retirement with confidence.
21:4929/05/2021
Crypto Crash
This week's podcast focuses on the wild volatility in the cryptocurrency markets. Is it just another dip in a bull market? Or, is the run over?
21:4922/05/2021
Covenant State Of The Economy
On this podcast, Karl welcomes Justin Pawl, CIO of Covenant to recap Covenant's latest investment committee meeting. Register for Webinar
46:4715/05/2021
Major Tax Changes In 2021?
John Eadie joins Karl Eggerss this week to discuss all the tax proposals floating around and how it might impact your investments and your estate.
31:4608/05/2021
How Much Risk Do You Need To Take?
Deciding on a portfolio allocation is about your willingness and your ability to take risk. But, there is a little more to it than that. On this podcast, Karl explores some things to think about when it comes to building the proper portfolio.
22:5501/05/2021
Capital Gains Taxes And Your Money
On this podcast, Karl discusses the news that moved the market this week. Capital gains taxes stole the headlines. But, does it matter? Karl answers that on this episode.
25:4224/04/2021
Are You Saving too MUCH?
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.
40:5017/04/2021
Tips For Protecting Yourself Against Cyber Attacks
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.
40:5210/04/2021
Best Ways To Protect Your Business
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.
41:3203/04/2021
Money 101: A Podcast For Young Adults
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.
30:3427/03/2021
One Year Ago
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.
27:1020/03/2021
What Are NFTs?
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.
26:2713/03/2021
Til Death Do Us Part
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.
23:4306/03/2021
A Guide To Educational And College Planning
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.
45:3327/02/2021
Were You Prepared?
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.
28:4620/02/2021
Is 1970s Inflation Right Around The Corner?
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.
36:0213/02/2021
It's A Great Time To Buy OR Sell A Business
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.
49:1706/02/2021
David vs. Goliath
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.
33:2230/01/2021
Speculation Is Rising
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.
24:0223/01/2021
When Do I Sell A Stock?
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.
22:4916/01/2021
The Market Has To Go Down, Doesn't It?
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.
31:5609/01/2021
More Changes Means More Financial Planning
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?
30:4802/01/2021