Creating Richer Lives

Do you get your taxes prepared each year, just sign your return, and file it away? When was the last time you actually looked through it to check for mistakes? Or considered if the return offers insights to optimize your financial situation?

In this episode, Karl Eggerss is joined by Fred Sloan, CFA. Fred is a principal and financial advisor at CAPTRUST in the Lake Success, NY office, with a wealth of experience in wealth management and tax analysis.

Fred will share the top 10 items he examines on a tax return to gain valuable insights. This podcast will guide you through understanding your own return in an effort to optimize your financial situation.

Topics discuss on this podcast:

• Income Tax
• Tax Returns
• Tax Planning

For more information, go tohttps://www.creatingricherlives.com

#incometax #taxes #today #listening #captrust @CAPTRUST

While some investors are fearing the election, you wouldn't know it by their actions. The Dow Jones passed 40,000 for the first time ever this week and stocks continue to make new highs. On this episode, Karl Eggerss explains what's moving stocks and whether it will last.

Topics discuss on this podcast:

• Election
• Stocks
• Inflation
• Meme Stocks

For more information, go tohttps://www.creatingricherlives.com

#election #stocks #today #listening #captrust @CAPTRUST

Day trading has been around for decades. But, with technology and social media, many investors have pondered whether they should be day trading. On this podcast, Karl Eggerss examines whether day trading makes sense. Spoiler alert. It doesn't. Karl will also give you the real reason you hear about it so much.

Topics discuss on this podcast:

• Day Trading
• Investing
• Financial Literacy
• Fallacies

For more information, go tohttps://www.creatingricherlives.com

#daytrading #investing #financialliteracy #today #listening #captrust @CAPTRUST

While this podcast is almost 15 years old, there are listeners that may not know the origin of the podcast or the host, Karl Eggerss. On this episode, Karl explains what made him get into the industry in the first place, how he started the podcast, and why he's so passionate about teaching.

Topics discuss on this podcast:

• Education
• Financial Literacy
• Career Path

For more information, go tohttps://www.creatingricherlives.com

#education #financialliteracy #careerpath #today #listening #captrust @CAPTRUST

While April has been bumpy for the stock market, it hasn't given investors a clear sign in either direction whether to buy or sell, depending on the investor's situation. On this podcast, Karl Eggerss gives an update on the current environment and how he's managing portfolios.

Topics discuss on this podcast:

• Buying and selling stocks
• Election
• Federal Reserve
• Tax Returns

For more information, go tohttps://www.creatingricherlives.com

#stocks #election #federalreserve #today #listening #captrust @CAPTRUST

Many individuals are looking for a number. What's the number? It's a value of their overall portfolio they feel they need to get to in order to retire comfortably. Does that number exist?

On this podcast, Karl Eggerss explains that while there is a number, that number can and will change over time. Karl gives some items to consider in order build a comprehensive financial plan that will help achieve a more comfortable retirement.

Topics discuss on this podcast:

• Financial Planning
• Retirement
• The Retirement Number
• Geopolitical Risk

For more information, go tohttps://www.creatingricherlives.com

#financialplanning #retirement #retirementplanning #today #listening #captrust @CAPTRUST

On this episode, Karl Eggerss explains one of the best ways to be a successful investor. But, this investing technique can be overdone. Are you guilty? You'll find out on this podcast.

Topics discuss on this podcast:

• Investing
• Federal Reserve
• Interest Rates
• Rebalancing

For more information, go tohttps://www.creatingricherlives.com

#investing #rebalancing #today #listening #captrust @CAPTRUST

Due to some recent stronger than expected economic reports, there are some sectors and asset classes that are starting to shine. On this podcast, Karl Eggerss explains which ones they are and if there is a sea change happening. Plus, is your portfolio prepared for the next several months and not the previous several months?

Topics discuss on this podcast:

• Gold
• Energy
• Stock Rotation
• Portfolio Allocation

For more information, go tohttps://www.creatingricherlives.com

#gold #stocks #rotation #today #listening #captrust @CAPTRUST

A recent listener suggestion sparked a conversation between Casey Keller, CFA and Karl Eggerss. The topic is Roth IRA conversions.

On this podcast, Karl & Casey break down the pros and cons of converting and whether it makes sense to pay taxes now to avoid paying taxes later. The goal is building wealth and this podcast is full of information on ways to try and achieve greater wealth, potentially through Roth conversions.

Topics discuss on this podcast:

• Roth IRA
• Roth Conversion
• Taxes
• Retirement Planning

For more information, go tohttps://www.creatingricherlives.com

#rothira #rothconversion #taxes #today #listening #captrust @CAPTRUST

The bull market continues on and it has many questioning how long it will last. One year ago, an event that seemed bad at the time might have been the catalyst for extending the bull run. On this podcast, Karl Eggerss explains what it was and how to navigate the current environment.

Topics discuss on this podcast:

• Federal Reserve
• Banking Crisis
• M2

For more information, go tohttps://www.creatingricherlives.com

#M2 #bankingcrisis #today #listening #captrust @CAPTRUST