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
  • Samsung
  • Podchaser
  • BoomPlay

Episodes

4 hours ago

Artificial Intelligence, CyberSecurity, Chips, Healthcare and China. These are all areas of interest to grow your resources as the bull market continues.
While you are looking for the right opportunity, keep your money in high-yield and money market accounts attached to your brokerage account. Many platforms are paying 4-5% on cash.
Lastly, I discuss tax rates on brokerage (taxable) investment accounts.
Thanks for listening, Elliott
Of course, if you want personalized assistance, please reach out to us at: www.TouchstoneFinancialEducation.com
No selling. Just education.

Wednesday Jun 05, 2024

Artificial Intelligence, CyberSecurity, Chips, Healthcare and China.  These are all areas of interest to grow your resources as the bull market continues. 
While you are looking for the right opportunity, keep your money in high-yield and money market accounts attached to your brokerage account.  Many platforms are paying 4-5% on cash.  
Lastly, I discuss tax rates on brokerage (taxable) investment accounts.
Thanks for listening,
Elliott
Of course, if you want personalized assistance, please reach out to us at: www.TouchstoneFinancialEducation.com
No selling. Just education.
 

IRA's for beginners

Monday May 06, 2024

Monday May 06, 2024

This episode we discuss what an Individual Retirement Account is, the difference between Traditional & Roth and some limitations associated with these accounts.  This is an episode designed for beginners and a refresher for you more experienced investors.  If you have any questions, please reach out to us.  Thanks for listening.  
TouchstoneFinancialEducation.com
Elliott

Sunday Apr 14, 2024

This episode is designed for people wanting to learn how to choose investments. In the last episode, we focused on how to find the right platform. Now, we discuss how to navigate your platform to find the right investments, evaluate their performance and cost.
Thanks for listening, Elliott
No selling. Just education. www.TouchstoneFinancialEducation.com

Thursday Apr 04, 2024

This episode is designed for people wanting to learn how to choose investments.  Last episode, we focused on how to find the right platform.  Now, we discuss how to navigate your platform to find the right investments, evaluate their performance and cost.  
Thanks for listening,
Elliott

Investing for Beginners

Monday Mar 18, 2024

Monday Mar 18, 2024

In this video we discuss how to get started investing. There is a lot of information out there and we want to narrow your focus to help you make decisions. In a simple to follow manner, we lay out how to review platforms to how to add money to an account and start investing.
 
www.TouchstoneFinancialEducation.com
No selling. Just education.

How to Get Started Investing

Wednesday Mar 06, 2024

Wednesday Mar 06, 2024

Source: https://www.podbean.com/eau/pb-evd43-15a150c
In this episode I discuss how to get started with investing.  We discuss how to choose the right platform such as Fidelity, Vanguard, Schwab, and e*Trade. We review what type of account to open, such as individual (brokerage) account or IRA (Traditional vs. Roth).  We also provide a basic overview on how to choose investments.
 
www.TouchstoneFinancialEducation.com
No selling. Just education.

When to Sell a MF, ETF, or Stock

Wednesday Feb 14, 2024

Wednesday Feb 14, 2024

In this video, we discuss how to evaluate when to sell a position - MF, ETF, or Stock. We review how to place the trade as well.

Sunday Jan 14, 2024

In this Podcast we review the 2024 IRS retirement account contribution limits, where we see the markets going with lower interest rates this year, and the new Bitcoin ETFs.

Leveraged ETFs and Index Options

Wednesday Dec 27, 2023

Wednesday Dec 27, 2023

Today we discuss aggressive forms of investing to enhance performance of our portfolio in both bull and bear markets. We also discuss how to find underperforming sectors to increase our profit margins.

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: 20240320