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 May 02, 2022
Monday May 02, 2022
Description of the difference between actively and passively managed funds. Differences in cost and performance.
Touchstone Financial Education
Elliott Cox
Thursday Apr 21, 2022
Thursday Apr 21, 2022
Description of a mutual fund and an Exchange Traded Fund. The differences and similarities.
Touchstone Financial Education
Elliott Cox
Monday Apr 11, 2022
Monday Apr 11, 2022
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
Tuesday Apr 05, 2022
Tuesday Apr 05, 2022
Retirement Accounts for beginners and introduction for future episodes on investments and retirement.
Sunday Apr 03, 2022
Sunday Apr 03, 2022
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.
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