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.

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Episodes

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
 

Monday Oct 07, 2024

This episode we discuss China and their $142B infusion into their economy and its impact on their stock markets.  We also discuss the growing might of India's economy.  How do we play the uptick in both of these emerging market economies?  We also discuss contribution limits and final day to fund IRA's.

Friday Sep 27, 2024

In this episode we discuss the impact of interest rate reductions on your cash savings and bond investments.  
 
Touchstonefinancialeducation.com
No selling. Just education.

Monday Sep 23, 2024

This episode is the second in a series I am creating in response to questions for my viewers in Nashville Tn..  They wanted to know how do gig workers, self employed and small business owners save for money.  We have already discussed tracking income/expenses.  Now we are moving into spending plans and next will be savings.  

Monday Sep 16, 2024

This is a discussion on how the bond market will be impacted by the interest rate cuts starting this month.  We hear alot about interest rate cuts and stock market, but the bond market will be changing as a result of the rate cuts.  
TouchstoneFinancialEducation.com
No Selling.  Just Education.

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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

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