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
Sep 1, 2024
3 min
With this post, we discuss Crowdstrike and Nvidia's earnings report and what's going on with the markets.

Aug 28, 2024
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 13, 2024
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.

Jul 31, 2024
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 23, 2024
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 14, 2024
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 11, 2024
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

Jun 30, 2024
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 14, 2024
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 5, 2024
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.

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








