Kelly Advisor Podcast

by Jim Freeman

Jim Freeman provides you with insight on finances and retirement lifestyles.

Episodes

Episode 4: The Federal Reserve (Part I): The Who, What, and Why... It Should Matter to You

18m · Published 24 Jul 13:51

1. "The Creature from Jekyll Island"

2. Do you know the difference between monetary and fiscal policy? Why you should.

3. Policies from the Big Chair: Paul Volcker, Alan Greenspan, Ben Bernanke, Janet Yellen, Jerome Powell

Episode 3: Looking Backward, Looking Forward: A Pandemic's Impact on Market Volatility & Uncertainty

19m · Published 09 Jul 13:49

"Don't invest for the end of the world; it only happens once."
Baseball tactics and financial goals: Swinging for the fences can lead to more strikeouts, not homeruns.
Investment Mindset: Reason vs. emotion.

Episode 2: Coffee and Tea Are Different; Long Term Care and Health Care Are Different Too

18m · Published 22 May 14:21

Maintaining Dignity & Quality of Life
Know the Big Six of "Activities of Living"
LTC is an income issue, not an asset issue: Medicaid is not the goal

Episode 1: Strategy, Not Product, in Planning

18m · Published 13 Apr 14:56

Strategy, Not Product, Key in Retirement Planning
Balance: Short, Medium & Long Term Financial Needs
Diversification: Safety, Growth & Liquidity (2 Years of Cash)

Kelly Advisor Podcast has 44 episodes in total of non- explicit content. Total playtime is 14:31:16. The language of the podcast is English. This podcast has been added on August 26th 2022. It might contain more episodes than the ones shown here. It was last updated on May 20th, 2024 03:11.