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

Sep 1, 2024

3 min

With this post, we discuss Crowdstrike and Nvidia's earnings report and what's going on with the markets.  

Sep 1, 2024

3 min

Aug 28, 2024

6 min

This podcast is for my agressive investors and traders.  We discuss the earnings report from both Crowdstrike & Nvidia as well as the guidance on where their revenues and earnings per share are expected to go.  The choice you make around both should fit within your investing discipline - short term or long term.  We also mentioned the levereged etf NVDU - might want to take profits.  Thanks for listening.  

Aug 28, 2024

6 min

Aug 13, 2024

2 min

In today's video, we talk about market volatility and opportunities in the tech sector.
 
www.touchstonefinancialeducation.com
No selling. Just education.

Aug 13, 2024

2 min

Jul 31, 2024

10 min

In this third episode with Elliott and Sarah, we talk about using Real Estate Investing as a path to financial freedom. The purpose here is to generate passive income.
 
Stay tuned for more from this dynamic duo.
 
www.TouchstoneFinancialEducation.com
No selling. Just education.

Jul 31, 2024

10 min

Jul 23, 2024

13 min

Today we discussed the Ethereum ETF's starting trading today.  More Eth ETF's will start trading later this week.  Also, discussed the earnings report of Alphabet and Tesla.  Can't discuss tech stocks without mentioning the Crowdstrike debacle last week.  How do we strategize around it's pullback?  We walk through those steps.  

Jul 23, 2024

13 min

Jul 14, 2024

11 min

In this second episode with Elliott and Sarah, we talk about how she got started and what she is doing now. We cover the steps she took to learn. She discusses books like Rich Dad Poor Dad and the Millionaire Next Store. She stresses if she can do it, anybody can do it.
Stay tuned for more from this dynamic duo.
Next Up: Real Estate Investing
www.TouchstoneFinancialEducation.comNo selling. Just education.

Jul 14, 2024

11 min

Jul 11, 2024

16 min

In this episode I recap the 1st half of the years performance which has been really good.  I also discuss stocks and etf's that I am watching for the 2nd half of the year to continue to perform well.  Of course, no discussion about investments today is complete without mentioning the Fed, inflation, unemployment and interest rates. 
BTW Correction I called Supermicro Computer Supermicro strategy... just excited to get the info. out.... :-)
Thanks for listening,
Elliott 

Jul 11, 2024

16 min

Jun 30, 2024

5 min

In this first episode with Elliott and Sarah, we discuss the importance of tracking expenses and how to do it. Also, we discuss how to categorize your money and automating the savings process.
 
Stay tuned for more from this dynamic duo.
 
Next Up: Savings and Investing
 
www.TouchstoneFinancialEducation.com
No selling. Just education.

Jun 30, 2024

5 min

Jun 14, 2024

12 min

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.

Jun 14, 2024

12 min

Jun 5, 2024

17 min

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.
 

Jun 5, 2024

17 min

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