Retirement and Investment Literacy

By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.

Listen on:

  • Apple Podcasts
  • Podbean App
  • Spotify
  • Amazon Music
  • TuneIn + Alexa
  • iHeartRadio
  • PlayerFM
  • Listen Notes
  • Podchaser
  • BoomPlay

Episodes

Market, Sector Stock

Tuesday Mar 04, 2025

Tuesday Mar 04, 2025

Today is the first day of the imposition of tariffs.  The markets have been extremely volatile in anticpation of this day.   How do we evaluate our positions  in this uncertain environment?  We keep it simple - Market, Sector, Stock.  Using this formula can help to reduce the emotional response we have to losing value in our portfolios.  
Thanks for listening and keep the faith
Elliott
 

Quantum Computing - Short

Friday Feb 07, 2025

Friday Feb 07, 2025

Short video on what I'm watching in this new sector.  Good things are coming.  

REITS! Growth Opportunity

Wednesday Jan 22, 2025

Wednesday Jan 22, 2025

In this episode I discuss Data Center Reits.  These do not operate like traditional REITS which are invested in commercial real estate that provide nice dividends.  Data Center Reits are designed for growth.  With the push into AI, the growth of this sector is going to continue.  This is a way to make an investment in tech. infrastructure.  

Wednesday Jan 01, 2025

Took a look back at 2024 market performance and the stocks I discussed throughout the year.  Also, I discuss what I am looking at for 2025 aggressive positions.  
Thanks for listening and Happy New Year!
Elliott
 
 

Monday Dec 23, 2024

This 3rd installment wraps up our installment on the mindset of a successful investor.  We had a great time putting these together and we hope you enjoy.  
 

Saturday Dec 21, 2024

Just a heads up on contribution limits

Friday Dec 20, 2024

In this podcast I compare the rapid growth of AI and a potential bubble to what we went through back in 1999's tech bubble.  It's a compare and contrast discussion.  
 
 

Tuesday Nov 26, 2024

In this second episode with Elliott and Luann, we continue discussing how to maintain a positive mindset around investing.
 
Stay tuned for more from this dynamic duo.
 
www.TouchstoneFinancialEducation.com 
No selling. Just education.

Tuesday Nov 26, 2024

In this first episode with Elliott and Luann, we discuss how to maintain a positive mindset around investing.
 
Stay tuned for more from this dynamic duo.
 
www.TouchstoneFinancialEducation.com
No selling. Just education.

Who we are

Thursday Oct 24, 2024

Thursday Oct 24, 2024

A short video describing who we are and what we do.
Thanks for watching/listening.
TouchstoneFinancialEducation.com
 

Image

Educator, Consultant, and Podcast Creator

  • Over 22 years’ experience as an independent Financial Advisor
  • Investment consulting with an emphasis on portfolio creation and rebalancing and education on capital markets
  • Managed retirement and brokerage portfolios for small business owners and tech employees, with about $20M of assets under management
  • Self-employed, I had a Registered Investment Advisory (RIA) licensed in California as well as my Securities Licenses (24, 7, 63, 65, CA Life Insurance License)

LinkedIn | www.touchstonefinancialeducation.com | ecox@touchstonefinancialeducation.com | (650) 302-2575

Copyright 2022 All rights reserved.

Podcast Powered By Podbean

Version: 20241125