In this episode, Karl Eggerss discusses recent economic indicators that might be suggesting a potential economic slowdown. Key topics include weaker inflation and employment data, which are contributing to decreasing interest rates and anticipated rate cuts by the Federal Reserve.

Eggerss explains that consumers are resisting inflation by choosing cheaper alternatives or reducing spending, causing companies to absorb some costs. He also discusses implications for investments, noting that market conditions are currently favorable as the Fed cuts rates while profits remain strong.

In this podcast episode, host Karl Eggerss delves into the psychology and pitfalls of lottery winnings, sharing stories of past lottery winners who faced financial and personal challenges post-win. Furthermore, he highlights the need for better financial literacy to prevent economically disadvantaged individuals from relying on lotteries as a financial plan.

Also, Karl gives un update on the weak jobs data and what lower interest rates mean for you and your portfolio.

In this episode of Creating Richer Lives, host Karl Eggerss discusses the necessity of financial planning, especially as one approaches or enters retirement. Starting with a useful tip on the retirement savings lost and found database, Karl delves into a recent consultation where a couple pondered whether they needed a financial advisor.

Through a comprehensive analysis of their financial situation, Karl illustrates the various areas where professional guidance can add value, such as investment allocation, tax strategies, and long-term financial goals. He emphasizes that financial planning is a dynamic process that requires ongoing adjustments to optimize outcomes for various life stages.

In this episode, we explore President Trump’s recent executive order expanding 401(k) access to alternative assets like private equity, real estate, and cryptocurrencies. We dive into the pros, including potential for higher returns and greater diversification, and the cons, such as increased risk, higher fees, and complexity for everyday investors. Join us for a balanced discussion on how this policy could reshape retirement savings for millions of Americans.

Show Topics

• Factor Investing
• Momentum
• Tariffs
• 401(k) alternatives

The S&P 500 fell over 1.5% on Friday as investors became concerned that perhaps the economy is slowing. A weaker jobs report was the culprit. But, was it just profit taking after a historic run since the April lows or the beginning of a trend? Karl Eggerss explains.

Show Topics

• Jobs Report
• Tariffs
• Stock Market Selloff
• Risk Management

In this episode, Karl Eggerss explores the resilience of today’s financial markets, offering insights into investor behavior and market speculation. He emphasizes the importance of diversification, dynamic portfolio management, and strategic financial planning in navigating uncertainty.

Karl covers key topics such as international equities, cryptocurrencies, AI-driven investments, and interest rate trends, explaining how each can impact portfolio performance. He also stresses the need to adapt investment strategies to shifting market conditions and highlights how comprehensive planning can help optimize long-term returns.

In this episode of Creating Richer Lives, host Karl Eggerss dives into the details of the newly signed "One Big Beautiful Bill," outlining its key provisions and their implications. The bill permanently extends the 2017 tax cuts, increases standard deductions, enhances child tax credits, and introduces new deductions like no tax on tips and overtime pay, while also making significant changes to business and estate taxes. Eggerss emphasizes the importance of financial planning to leverage these changes, offering insights into how listeners can adapt their strategies to minimize taxes under the new law.

Podcast Topics

• Tax Bracket Changes: Permanent 2017 tax rates with inflation adjustments simplify income tax planning.
• Deductions Boost: Higher standard deductions and senior benefits reduce taxable income through 2028.
• Worker Incentives: New deductions for tips, overtime, and car loan interest support hourly workers.
• Business Benefits: Enhanced deductions and depreciation rules promote small business growth.