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Finance

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...
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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...
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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...
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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/
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