Parhaat Financial Opportunities Podcastit (2024)

1
Understanding inflation. From straw hats and wearable technology to GDP and CPI. 18:53

1d ago18:53

18:53

While financial planners tend to be prudent and make evidence-based decisions on the wealth management side, we'll take $50 to Vegas that you didn't know this one; the consumption of straw hats was a marker for inflation in the early 1900's. Today, those markers include everything from computers and cars to clothes and cell phones. Inflation has be…

1
The gifts of asset protection and estate planning: explaining wills, trusts and probate. All bets point to you having at least one asset tied up in probate 37:36

16d ago37:36

37:36

'I'm going to see my estate attorney later today' would likely come across as a very bougie thing to say to your next-door neighbor as you cross paths mowing the yard on a Saturday. Yes, 'estate planning' has an air to it of gated mansions, manicured lawns, and brick-paved driveways but the truth is, if you own any home and have some savings, you h…

1
If your retirement script isn't written, a leading expert and MIT say - that's okay 23:28

1M ago23:28

23:28

The MIT Age Lab says we have a 'longevity paradox' which actually derives from a good thing. What has humankind tried to achieve since the beginning of time on earth? Extend our time on earth. Now that we're living longer, research shows we don't really know what to do with all the extra time. MIT has created a model of 4 phases of life divided int…

1
Navigating college costs: are you a Chevy, a Honda or BMW? 35:38

1M ago35:38

35:38

Sociologists tell us our cars depict our personalities, our likes and even our values. Well, a premiere college advisory expert wants you to think about the type of car you are when thinking about college for you or your kids. It makes sense if you think about it; do you want a university with some pizazz, a little glitz and glamour? Or is that col…

1
Want a raise or a new car? How not to negotiate against yourself 24:21

2M ago24:21

24:21

Our podcast host and founder of Keeler and Nadler, Andy Keeler, comes clean in the episode too. As you'll find out and come to know, Andy collects and loves old cars. Well, a recent negotiation to sell one didn't go so well. Enter - Kwame Christian. Actually, Andy's example is just one of many discussed in this episode. Kwame hosts the #1 negotiati…

1
To snag those travel deals and save money on vacations, you have to do one thing 34:25

3M ago34:25

34:25

That one thing to find deals on travel is simple - put in the work. But don't worry, not only do we have a guide to finding those deals in this episode, we have a guide at Keeler and Nadler. CFP, Jessica Hultberg, has been snagging travel deals since she was in college and for years since on flights, vacations and hotels. She loves this stuff! She …

1
Gold: bullion blunder or hopeful hedge for your investments? 24:51

3M ago24:51

24:51

We've all seen the commercials on cable TV, heard them on the radio and yes, there are even podcasts dedicated to investing in gold. In those :30 commercials, the verbiage often goes something like this, "Protect yourself against the churn of world events and the up-and-down stock market with safe, secure precious metals like gold..." So, should yo…

1
How to win friends, avoid impulse buys and influence yourself - using 'Decision Architecture' to optimize outcomes 23:14

4M ago23:14

23:14

If you have ever had buyers remorse or felt guilty after eating that bowl of ice cream before bed, Episode 4 of Financial Opportunities Uncovered is a must listen. Join us as our guest, Dr. Drew Hanks, Associate Professor of Human Sciences at The Ohio State University, explains how we can prevent ourselves from making decisions we might later regre…

1
Should you buy, sell or re-balance as the Dow keeps breaking records? (Hello 40K!) History gives us a guide. 24:42

4M ago24:42

24:42

In 1924, the Dow Jones Industrial average hovered around 90 much of the year. That's not a typo. Fast forward 100 years and it broke 40,000 a few weeks ago. It's a number that moves markets, captures worldwide headlines and can even shape political campaigns. And yet, the Dow is only comprised of 30 companies. 30 LARGE companies but 30 nonetheless.…

1
From burpees to 'Blue Zones', let's celebrate May as Women's Health Month 25:22

5M ago25:22

25:22

Mollie Steiner knows a lot about health, fitness and longevity to life. She also knows a lot about being grateful for all three. She's an amazing athlete herself and has motivated and taught thousands of people in fitness classes over the years. Today, she brings her knowledge, energy and vision to the City of Dublin as Recreation Administrator for…

1
Are you making a $28,000 tax mistake? 24:30

6M ago24:30

24:30

Can you believe back the in the day, I'd fill out a tax return with a No.#2 pencil first and snail mail it back to the IRS? Okay, I'm not ancient but I have a little gray hair and that's a good thing because I've seen a couple of decades worth of financial planning do's and don'ts. I'm Andy Keeler and I lead Keeler and Nadler Family Wealth and we'r…

Kuuntelemisen arvoisia podcasteja

Financial Opportunities podcastit

Kuuntelemisen arvoisia podcasteja

1
Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast

Andy Keeler

1
Understanding inflation. From straw hats and wearable technology to GDP and CPI. 18:53

1
The gifts of asset protection and estate planning: explaining wills, trusts and probate. All bets point to you having at least one asset tied up in probate 37:36

1
If your retirement script isn't written, a leading expert and MIT say - that's okay 23:28

1
Navigating college costs: are you a Chevy, a Honda or BMW? 35:38

1
Want a raise or a new car? How not to negotiate against yourself 24:21

1
To snag those travel deals and save money on vacations, you have to do one thing 34:25

1
Gold: bullion blunder or hopeful hedge for your investments? 24:51

1
How to win friends, avoid impulse buys and influence yourself - using 'Decision Architecture' to optimize outcomes 23:14

1
Should you buy, sell or re-balance as the Dow keeps breaking records? (Hello 40K!) History gives us a guide. 24:42

1
From burpees to 'Blue Zones', let's celebrate May as Women's Health Month 25:22

1
Are you making a $28,000 tax mistake? 24:30

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