Home / Finance / Archive by category "Investing"

Investing

PARENTING – College Options and How to Save

Posted on by roedergr12
My guest is Paul Fagan, host of the Financial Dads Podcast.  We talk about the different options for college and what we have considered so far to help guide our children towards the best choice.  We also give our perspectives about why college is so expensive.  Then we highlight some savings strategies as well as using the 529 plan to help save for your child's college if you int...
Read More

FINANCE – Choosing a Financial Advisor and How to be an Advisor with Dan Cuprill

Posted on by roedergr12
My guest is Dan Cuprill, CFP.  He is a Certified Financial Planner, author, and podcaster.  We talk about what to look for when choosing a financial advisor as well as whether or not a person actually needs an advisor.  For those that are already advisors or thinking about becoming one, Dan talks about some of the pitfalls that can harm an advisor business - taking on the wrong cl...
Read More

FINANCE – Real Estate Investing with Sean O’Toole

Posted on by roedergr12
My guest is Sean O'Toole, founder of Property Radar.  The site provides public data for real estate investors to contact owners of potential off-market deals.  We talk about the basics of real estate investing and some of the pitfalls that new investors fall into.  Sean also compares real estate investing to stock market investing and what he views as risk in each.  Overall, the mission of Prope...
Read More

Ep 044 – History and Present of Suburbia and Generation Profiles

Posted on by roedergr12
Our guest is Steve McChesney.  He is an Army Veteran, former stuntman, business coach, author and podcaster.  We talk about a brief history of when the suburbs came about and the characteristics of the generations that have grown up there.  We compare the differences in generations and how urban style communities are popping up all over suburban America.  We also talk about h...
Read More

Ep 028 – Coronavirus and Investing During a Bear Market

Posted on by roedergr12
JC Corrigan, CFP, is our guest to talk about keeping our heads in the face of a bear market.  While the quickness of this downturn and the causes are unique, there are still investing principles to abide by.  We talk about what is happening in the bond market, ways to take advantage of the interest rates, and putting into perspective the historical bull market in order to think more rationally ab...
Read More

Ep 026 – Career and Finance Advice Through History Lessons

Posted on by roedergr12
Our guest is John Vespasian, author of Undisrupted: How highly-effective people deal with disruptions We discuss how historical examples of people having career success and persevering to find their passion can serve as lessons today for us to find our own success.  We also focus on personal finance as well and emphasize the importance of reading and understanding investments to allow your...
Read More

Episode 014 – Financial End of Year Checklist Part 2

Posted on by roedergr12
We continue our conversation from Episode 13 with JC Corrigan, CFP, about what to consider financially at year's end.  We get into some pretty specific scenarios that may not apply to all people, but are worth understanding.  We start out with self-employed individuals and their deductions and write-offs.  Then, we discuss ways to motivate yourself to create savings goals and hit t...
Read More

Episode 013 – Financial End of Year Checklist Part 1

Posted on by roedergr12
Greg and JC discuss what to look for to make sure your personal finances are in order heading into the new year to maximize investment gains and limit tax exposure.  Specifically covered are thoughts on Black Friday, questions to ask a financial advisor before hiring them, working with your accountant, losses and gains from the year, Mutual Funds vs. ETFs, and IRA distributions.  From t...
Read More

Episode 004 – 401K, IRA, Budgeting and Retirement

Posted on by roedergr12
We speak with Certified Financial Planner, J.C. Corrigan of Personal Financial Experiences. If you are looking for a financial advisor or are interested in advice about your specific financial goals, J.C. Corrigan can be contacted via his website at https://www.myessentialwealth.com Links to resources and products to help you learn about investing http://suburbanfolk.com/
Read More
Top