Episode #44: Mutual Fund Fees [Mutual Fund FUNdamentals Part II]
November 24th, 2020 Today is part II of my latest Making Finance Fun series: mutual fund FUNdamentals. In this episode, I’m going to talk about…
Episode #43: WMBD TVs Rebecca Brumfield
November 18th, 2020 On this episode, I have a very special guest: WMBD TV Anchor & Television Producer Rebecca Brumfield! We discuss her recent…
Episode #42: Mutual Fund FUNdamentals [Part I]
November 11th, 2020 What are mutual funds? Why would you want to buy them? How can you buy them? These are just a few of…
Episode #41: My 3-Step Guide to Start Investing
October 27th, 2020 Are you new to the investment game? Do you know how to get started? If you’re a beginner looking for a simple…
Episode #40: Do Elections Impact the Stock Market?
October 13th, 2020 It seems like it’s been an insanely nasty election season, doesn’t it? Many people are left wondering how it’s impacting the stock…
Episode #39: My Top 40 Personal Finance Tips
September 29th, 2020 In honor of my upcoming 40th birthday (which may or may not be on October 3rd), this episode of Making Finance Fun…
Episode #38: The “Money Honey” Rachel Richards Shares How YOU can Retire at Any Age
September 15th, 2020 “You don’t have to do what society tells you to do. You don’t have to do what other people expect you to…
Episode #37: The WHY Behind Stock Splits
September 1st, 2020 What are stock splits? Why would a company want to split their stock? Did you know you can now by fractional shares…
Episode #36: The Listener Q&A Show
August 18th, 2020 What is whole life insurance? Should you invest outside of a work-funded retirement plan? How will the election influence the stock market?…
Episode #35: What is a Stock Anyways?
August 4th, 2020 What is a stock? What are the main types of stock? How can you buy stock? If you’re new to the world…
Episode #34: Explaining 4 Types of ETFs
July 21st, 2020 There are four main types of ETFs: passive, active, factor, and sector. In 2019—According to this article—there were 6,970 ETFs globally. With…
Bonus Episode! What Does The Phase 4 Reopening Plan Mean For The Peoria IL Area?
Recently, the North Central region of Illinois advanced into Phase 4 of the Restore Illinois coronavirus response package put together by JB Pritzker. Indoor dining…
Episode #32: Cash Balance Pension Plans 101
July 7th, 2020 What is a cash balance pension plan? What do you do with a cash balance pension plan? How is money contributed and…
Episode #31: Choosing Between Mutual Funds and ETFs [4 Key Differences]
June 23rd, 2020 What is the difference between a mutual fund and an ETF? Which should you buy—a mutual fund or an ETF? What are…
Episode 29: Has the Stock Market Stabilized? [My Opinion]
June 9th, 2020 Has the stock market reached a point of stabilization? Are the volatile swings up or down beginning to equalize? In this episode…
Episode #28: Are Low Oil Prices Good Or Bad For The Economy?
May 26th, 2020 Oil prices have been all over the board in recent months. We even saw a barrel of oil drop into negative price…
Episode #27: Large or Small Tax Return: Which is Better?
April 28th, 2020 Tax return season is upon us and with it comes many unwanted opinions. Some experts say that it’s better to aim for…
Episode #26: The Economic Data is BAD—So Why is the Stock Market UP?
May 5th, 2020 This is one of the questions my clients are asking frequently right now: HOW is the stock market performing well when the…
Episode #25: Coronavirus Makes It Easier To Withdraw Money From Your 401(k) and/or IRA
CLICK HERE TO LISTEN ON APPLE PODCASTS CLICK HERE TO LISTEN ON SPOTIFY CLICK HERE FOR A DIRECT LINK If you have a 401(k) and/or…
Episode #24: Stimulus Checks: What you NEED to Know
21st April, 2020 It’s been talked about for weeks: we all know that stimulus checks are being dispersed to Americans. But who qualifies? How will…
Episode #23: 5 Tips to Manage Your 401k During the Coronavirus Pandemic
April 7th, 2020 What do you do to manage your 401k when the economy is diving headfirst into a recession? The Coronavirus has forced itself…
Episode #22: 4 Things to Take Into Account During a Market Downturn
March 24th, 2020 With the panic and hysteria that’s surrounding the Coronavirus, everyone is worried about the stock market. Is the market going to continue…
Episode #21: What Could a High Impact Business Program Mean for your Taxes?
March 10th, 2020 Do you know what a High Impact Business Program (HIB) is? Were you aware that it impacts how you file your taxes…
Episode #20: Your FICO Score Is Probably Going To Change This Summer
Episode #20: Your FICO Score Is Probably Going To Change This Summer February 25th, 2020 Changes are coming to your FICO score. Why should you…
Episode #19: 5 Things That Could Crash The Stock Markets in 2020
Episode #19: 5 Things That Could Crash The Stock Markets in 2020 February 11th, 2020 Are the stock markets going to crash in 2020? No…
Episode #18: Big Changes In 2020 And Beyond for IRAs, 529 College Savings Accounts & 401(k)s
Episode #18: Big Changes In 2020 And Beyond for IRAs, 529 College Savings Accounts & 401(k)s January 2, 2020 If you own a 529 college…
Episode #17: How To Invest When The Stock Markets Are At All Time Highs
Episode #17: How To Invest When The Stock Markets Are At All Time Highs January 2, 2020 How should you invest your money when the…
Episode #16: The Christmas Show – My Top 5 Christmas Songs & Top 5 Christmas Movies Of All Time
Episode #16: The Christmas Show – My Top 5 Christmas Songs & Top 5 Christmas Movies Of All Time December 23, 2019 In this special…
Episode #15: Major Tax Increases Coming To Illinois in 2020
Episode #15: Major Tax Increases Coming To Illinois in 2020 December 17, 2019 Did you know that there are over 20 new taxes and tax…
Episode #14: The Thanksgiving Show – The Top 10 Things I’m Thankful For In 2019
Episode #14: The Thanksgiving Show – The Top 10 Things I’m Thankful For In 2019 December 2, 2019 In the spirit of the season, in…
Episode #13: How Do The Stock Markets Perform During Election Years?
Episode #13: How Do The Stock Markets Perform During Election Years? November 26, 2019 I’ve been in this business for 12 years, and I’ve worked…
Episode #12: How The Fed Lowing Interest Rates (Again) May Affect Your Investments
Episode #12: How The Fed Lowing Interest Rates (Again) May Affect Your Investments November 11, 2019 How does the Federal Reserve lowering interest rates affect…
Episode #11: Derick Boyd – Rewriting The Narrative In The African-American Community
Episode #11: Derick Boyd – Rewriting The Narrative In The African-American Community November 4, 2019 Derick’s resume is loaded. He has 2 Masters degrees. He…
Episode #10: If the President Gets Impeached, Is the Stock Market Going To Crash?
Episode #10: If the President Gets Impeached, Is the Stock Market Going To Crash? November 4, 2019 One the hot topics right now, both on…
Episode #9: How To Properly Analyze And Select A Mutual Fund
Episode #9: How To Properly Analyze And Select A Mutual Fund October 7, 2019 When considering buying a mutual fund, or any investment for that…
Episode #8: What Is The Stock Market? How Does It Work?
Episode #8: What Is The Stock Market? How Does It Work? September 24, 2019 In my 12 years as a Financial Planner, I’ve been asked…
Episode #6: Craig Janssen – How To Adapt & Thrive In An Ever Changing Business Climate
Episode #6: Craig Janssen – How To Adapt & Thrive In An Ever Changing Business Climate September 15, 2019 Despite the recent fad diets such…
Episode #7: Taylor Little – How She Turned Three Miscarriages Into A Nationwide Resource For Women Struggling With Fertility Problems & Miscarriages
Episode #7: Taylor Little – How She Turned Three Miscarriages Into A Nationwide Resource For Women Struggling With Fertility Problems & Miscarriages September 15, 2019…
Episode #5: Is There An Imminent Recession Coming?
Episode #5: Is There An Imminent Recession Coming? September 15, 2019 Every once in awhile here at the show, we are going to mix in…