{"store":{"baseInfo":{"podcastTitle":"Retirement and Investment Literacy","slug":"ecoxn","podcastDescription":"By www.TouchstoneFinancialEducation.com \n\nPlease visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share!\n\nNo selling. Just education.","podcastLogo":"https://deow9bq0xqvbj.cloudfront.net/image-logo/13976057/primary_logo_3zrjrh.jpg","podcastShareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/13976057/primary_logo_3zrjrh_1200x628.jpg?s=00e4d02645c863534770e292504e7f15&e=jpg","podcastUrl":"https://ecoxn.podbean.com","podcastCanSearched":true,"feedUrl":"https://feed.podbean.com/ecoxn/feed.xml","theme":"elegant","podcastDeepLink":"https://www.podbean.com/pu/pbblog-27g7d-d541f9","removePodbeanBranding":"no","brandingLogo":null,"timeZone":{"timeZoneId":5,"gmtAdjustment":"GMT-08:00","useDaylightTime":1,"value":-8,"text":"(GMT-08:00) Pacific Time (US & Canada)","daylightStartTime":"Second Sunday Of March +2 Hours","daylightEndTime":"First Sunday Of November +2 Hours","timezone":"America/Los_Angeles"},"podcastDownloads":null,"totalEpisodes":48,"showComments":true,"iOSAppDownloadLink":null,"customizeCssUrl":null,"androidAppDownloadLink":null,"showPostShare":true,"showLike":true,"author":"ecoxn","engagementStatsBaseUrl":null,"shareEmbedLink":"https://admin5.podbean.com/embed.html?id=pbblog-27g7d-d541f9-playlist","language":"en","sensitivitySessionExpireTime":3600,"podcastApps":[{"name":"Apple Podcasts","link":"https://podcasts.apple.com/us/podcast/retirement-and-investment-literacy/id1681681956","image":"https://d8g345wuhgd7e.cloudfront.net/site/images/admin5/apple-podcast.png","title":null},{"name":"Podbean App","link":"https://r4j68.app.goo.gl/?link=https%3A%2F%2Fecoxn.podbean.com%3Faction%3DopenPodcast%26podcastId%3Dpbblog13976057%26podcastIdTag%3D27g7d&dfl=https%3A%2F%2Fecoxn.podbean.com&utm_campaign=pb_web&utm_source=podbean_web&utm_medium=dlink&imv=670&amv=530&isi=973361050&ibi=com.podbean.app.podcast&ipbi=com.podbean.app.podcast&apn=com.podbean.app.podcast","image":"https://d8g345wuhgd7e.cloudfront.net/site/images/admin5/podbean-app.png","title":null},{"name":"Spotify","link":"https://open.spotify.com/show/4epDmUEFgwGVRxrBPXJ1B3","image":"https://d8g345wuhgd7e.cloudfront.net/site/images/admin5/spotify.png","title":null},{"name":"Amazon Music","link":"https://music.amazon.com/podcasts/29f68856-30c2-4f53-ac58-c8a7ebaf2632","image":"https://d8g345wuhgd7e.cloudfront.net/site/images/admin5/AmazonMusic.png","title":null},{"name":"TuneIn + Alexa","link":"https://feed.podbean.com/ecoxn/feed.xml","image":"https://d8g345wuhgd7e.cloudfront.net/site/images/admin5/tunein.png","title":null},{"name":"iHeartRadio","link":"https://iheart.com/podcast/95513651","image":"https://d8g345wuhgd7e.cloudfront.net/site/images/admin5/iHeartRadio.png","title":null},{"name":"PlayerFM","link":"https://player.fm/series/3358924","image":"https://d8g345wuhgd7e.cloudfront.net/site/images/admin5/PlayerFM.png","title":null},{"name":"Listen Notes","link":"https://feed.podbean.com/ecoxn/feed.xml","image":"https://d8g345wuhgd7e.cloudfront.net/site/images/admin5/ListenNotes.png","title":null},{"name":"Samsung","link":null,"image":"https://d8g345wuhgd7e.cloudfront.net/site/images/admin5/Samsung.png","title":"Search the podcast title on Samsung Podcast app."},{"name":"Podchaser","link":"https://www.podchaser.com/podcasts/retirement-and-investment-lite-4302612","image":"https://d8g345wuhgd7e.cloudfront.net/site/images/admin5/Podchaser.webp","title":null},{"name":"BoomPlay","link":"https://www.boomplaymusic.com/podcasts/62182","image":"https://d8g345wuhgd7e.cloudfront.net/site/images/admin5/BoomPlay.png","title":null}],"components":{"base":[{"id":"MainStyle","val":"light"},{"id":"Font","val":"Avenir"},{"id":"SecondaryFont","val":"Avenir"},{"id":"PlayerColor","val":"#8fc31f"},{"id":"PlayerStyle","val":"player1"},{"id":"PlayerWave","val":"show"},{"id":"Favicon","val":null},{"id":"CookiesNotice","val":"hide"},{"id":"CookiesNoticeContent","val":"

Cookies Notice

This website uses cookies to improve your experience while you navigate through the website. By using our website you agree to our use of cookies.

"}],"home-header":[{"id":"HomeHeaderTextColor","val":"#000000"},{"id":"HomeHeaderBackgroundColor","val":"#ffffff"}],"page-header":[{"id":"PageHeaderTextColor","val":"#ffffff"},{"id":"PageHeaderBackgroundColor","val":"#868686"}],"episode-list":[{"id":"EpisodeListType","val":"grid"},{"id":"EpisodesPerPage","val":10},{"id":"EpisodeStats","val":"show"}],"navigation":[{"id":"NavigationFontColor","val":"#000000"},{"id":"NavigationBackgroundColor","val":"#e9e9e9"},{"id":"NavigationSearch","val":"show"},{"id":"NavigationLinks","val":[{"id":"Home","type":"Link","value":"/","text":"Home","subitems":[]},{"id":"Subscribe","type":"Link","value":"https://www.podbean.com/site/podcatcher/index/blog/pyvyWlUEqubX","text":"Subscribe","subitems":[]},{"id":"Profile","type":"Link","value":"https://www.podbean.com/user-kjvWkASzvu6l","text":"Profile","subitems":[]}]}],"footer":[{"id":"FooterType","val":"Footer2"},{"id":"FooterFontColor","val":"#ffffff"},{"id":"FooterBackgroundColor","val":"#000000"},{"id":"FooterCopyright","val":"Copyright 2022 All rights reserved."},{"id":"SocialMediaLinks","val":{"facebook_username":"","twitter_username":"","instagram_username":"","youtube_username":"","linkedin_username":""}}],"customize-container1":[],"customize-container2":[{"id":"ComponentImageText-1","val":{"ComponentFontColor":"#000000","ComponentBackgroundColor":"#f2f2f2","ComponentImage":"/assets/customize-component1.png","ComponentContent":"

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

"}}]},"allLinks":[],"mainStylesDefaultSettings":null,"defaultCustomizeComponents":null,"scripts":[],"metas":null,"appConfig":{"package":"com.podbean.app.podcast","app_store_id":973361050,"app_name":"Podbean","scheme":"podbean"},"customizeCss":null,"canEditCss":null,"enableJsCodeInCustomizeContent":false,"enabledIframeCodeInCustomizeContent":true,"sectionMaxCount":10,"enableEditorLink":true,"enableEditCookiesNotice":true,"siteRedirectToFeed":false,"podcatcherRssUrl":null,"showFeed":true,"showTopBar":true,"enableWebSiteLike":null},"backToListUrl":"/","tinymceLoaded":false,"listEpisodes":[],"userLikedEpisodes":[],"topBarIframeLoaded":false,"listTotalCount":0,"listTotalPage":0,"listPage":0,"listType":"all","listValue":"","listName":"","pageLoading":false,"apiBaseUrl":"https://ecoxn.podbean.com","apiCommonParams":{"t":"6628777b","clientSignature":"41ce0552dce934e980e525f3770d61ef","u":null,"customizing":null},"apiCommonHeaders":{},"comments":[],"commentsTotalCount":0,"commentsTotalPage":0,"commentsPage":1,"commentEpisodeId":"pb20257151-aq9xm","episode":{"id":"pb20257151","idTag":"aq9xm","title":"New Year Checklist","logo":"https://deow9bq0xqvbj.cloudfront.net/image-logo/13976057/primary_logo_3zrjrh_300x300.jpg","shareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/13976057/primary_logo_3zrjrh_1200x628.jpg?s=00e4d02645c863534770e292504e7f15&e=jpg","largeLogo":"https://deow9bq0xqvbj.cloudfront.net/image-logo/13976057/primary_logo_3zrjrh.jpg","previewContent":null,"content":"

Today I want to provide an update on contribution limits to retirement accounts. Also, a quick review of the market volatility and the federal reserve and information on the different strategies to be used between retirement and taxable (brokerage) investing.

Touchstone Financial Education

Elliott Cox

","publishTimestamp":1672684557,"duration":619,"mediaUrl":"https://mcdn.podbean.com/mf/web/d77kce/podcast20.mp3","mediaType":"audio/mpeg","shareLink":"https://admin5.podbean.com/embed.html?id=pb-aq9xm-135197f","likedCount":0,"deepLink":"https://www.podbean.com/ew/pb-aq9xm-135197f","transcriptUrl":null,"permalink":"/e/new-year-checklist/","downloadLink":"https://www.podbean.com/site/EpisodeDownload/PB135197FAQ9XM","fallbackResource":null,"fallbackResourceMimetype":null,"downloadCount":45,"status":"publish","hasMoreContent":false,"chaptersUrl":null},"episodeShareLink":null,"deepLink":"https://www.podbean.com/ew/pb-aq9xm-135197f","playlist":{"episodes":[],"current":0,"start":0,"stop":0,"playing":true,"playerLoading":true,"playbackRate":1,"playbackRateIndex":1},"toasts":[],"confirm":null,"customizeEditorFormZIndex":999,"lastRequestTime":null,"validateChangesOnBeforeunload":true,"windowWidth":1000},"episode":{"id":"pb20257151","idTag":"aq9xm","title":"New Year Checklist","logo":"https://deow9bq0xqvbj.cloudfront.net/image-logo/13976057/primary_logo_3zrjrh_300x300.jpg","shareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/13976057/primary_logo_3zrjrh_1200x628.jpg?s=00e4d02645c863534770e292504e7f15&e=jpg","largeLogo":"https://deow9bq0xqvbj.cloudfront.net/image-logo/13976057/primary_logo_3zrjrh.jpg","previewContent":null,"content":"

Touchstone Financial Education

Elliott Cox

New Year Checklist

Comments (0)