Retirement and Investment Literacy

Is It Time To Jump Back In The Markets?

Discussing a few metrics you can use to gauge sentiment and market direction. Analysis first then jump in.
 
Touchstone Financial Education
Elliott Cox

Should I Hire A Financial Advisor? What Is A Fiduciary?

In this podcast I cover - should I hire a Financial Advisor?  What is a fiduciary? What questions should I ask my potential advisor? Also, the different organizations advisors work for.
 
Touchstone Financial Education
Elliott Cox

I Bonds Explanation

Wanted to explain in detail what an I Bond is and how they work.  Been getting a lot of questions around these. This is an amendment to my Asset Allocation podcast.
 
Touchstone Financial Education
Elliott Cox

Asset Allocation and Market Volatility

This is the last in my investments basics series. This podcast covers why it is important to have the appropriate allocation. What is it? Why should I use asset allocation as a model for investing?
 
Touchstone Financial Education
Elliott Cox

Funds - Passive & Actively Managed Funds. What Do I Choose?

Description of the difference between actively and passively managed funds. Differences in cost and performance.  
 
Touchstone Financial Education
Elliott Cox

Mutual Funds And ETFs - What’s The Difference?

Description of a mutual fund and an Exchange Traded Fund.  The differences and similarities.
 
Touchstone Financial Education
Elliott Cox

Retirement and Investment Accounts

Retirement account review, back door and mega back door options.  Also brokerage account introduction. Podcast number 2 in this series.
 
Touchstone Financial Education
Elliott Cox

Retirement Basics and Introduction

Retirement Accounts for beginners and introduction for future episodes on investments and retirement.

Retirement & Investing Introduction

Basics of retirement. Quick explanation of employer sponsored plans and Individual Retirement Accounts (IRAs). This is the first episode to put you on the path to feeling secure in making your own retirement and investment decisions.  Subsequent episodes will provide more detail on investing in general.