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.
Episodes

Dec 20, 2024
Dec 20, 2024
11 min
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.

Nov 26, 2024
Nov 26, 2024
5 min
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.

Nov 26, 2024
Nov 26, 2024
5 min
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.

Oct 24, 2024
Oct 24, 2024
57 sec
A short video describing who we are and what we do.
Thanks for watching/listening.
TouchstoneFinancialEducation.com

Oct 7, 2024
Oct 7, 2024
1 min
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.

Sep 27, 2024
Sep 27, 2024
4 min
In this episode we discuss the impact of interest rate reductions on your cash savings and bond investments.
Touchstonefinancialeducation.com
No selling. Just education.

Sep 23, 2024
Sep 23, 2024
1 min
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.

Sep 16, 2024
Sep 16, 2024
2 min
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.

Sep 12, 2024
Sep 12, 2024
9 min
This one is a little long I know... but there is no way to short-cut an understanding on how the rate reduction will impact bond yields. Not only do lower rates impact us as consumers and investors but as tax payers as well. Thanks for listening.
Touchstone Financial Education
No Selling, just Education

Sep 6, 2024
Sep 6, 2024
1 min
Short video on beaten up tech stock. When the September pull-back is over, this stock should turn around. It was added to the S&P 500 in March of 24'.

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








