Podcasts
Please check out our Podcasts for information on investing and retirement. We cover a variety of topics from the basics to complex investment strategies.
Retirement and Investment Literacy for Everyone
We want to hear from you! What would you like to learn about? Would you like a private consultation so we can discuss how to apply these strategies to your personal situation? Please let us know. We would love to work with you independently as well as incorporate your suggestions into our program.
Elliott and Sarah Talk About: 3 - Using Real Estate Investing as a Path to Financial Freedom
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.
Elliott and Sarah Talk About: 2 - Savings and Investing
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.com
No selling. Just education.
Elliott and Sarah Talk About: 1 - Getting Started on a Journey of Financial Wellness
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.
Opportunities in the Market Today and Investment Taxation
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.
How to Choose The Right Investments For You
This episode is designed for people wanting to learn how to choose investments. In the last episode, we focused on how to find the right platform. Now, we discuss how to navigate your platform to find the right investments, evaluate their performance and cost.
Thanks for listening,
Elliott
No selling. Just education.
www.TouchstoneFinancialEducation.com
Investing for Beginners
In this video we discuss how to get started investing. There is a lot of information out there and we want to narrow your focus to help you make decisions. In a simple to follow manner, we lay out how to review platforms to how to add money to an account and start investing.
www.TouchstoneFinancialEducation.com
No selling. Just education.
How to Get Started Investing
In this episode I discuss how to get started with investing. We discuss how to choose the right platform such as Fidelity, Vanguard, Schwab, and e*Trade. We review what type of account to open, such as individual (brokerage) account or IRA (Traditional vs. Roth). We also provide a basic overview on how to choose investments.
www.TouchstoneFinancialEducation.com
No selling. Just education.
When to Sell a MF, ETF, or Stock
In this video, we discuss how to evaluate when to sell a position - MF, ETF, or Stock. We review how to place the trade as well.
2024 Retirement Contribution Limits, Markets in the New Year, and Bitcoin ETFs
In this Podcast we review the 2024 IRS retirement account contribution limits, where we see the markets going with lower interest rates this year, and the new Bitcoin ETFs.
Leveraged ETFs and Index Options
Today we discuss aggressive forms of investing to enhance performance of our portfolio in both bull and bear markets. We also discuss how to find underperforming sectors to increase our profit margins.
More on Tech Stock Analysis and Electric Vehicles
In this Podcast, we discuss more on tech stock analysis. We also review EVs (Electric Vehicles) as a beaten-up sector and something to watch going into 2024.
Please check out our website at www.TouchstoneFinancialEducation.com. Visit our Classes section and sign up for classes in January and February, 2024.
Stocks I’m Watching and the Markets
In this Podcast, I review some of the stocks I am watching. I also discuss current market conditions.
Please check out our website at www.TouchstoneFinancialEducation.com. Visit our Classes section and sign up for classes in January and February, 2024.
Mutual Fund and ETF (Exchange Traded Fund) Analysis
In this Podcast, we discuss how to analyze Mutual Funds and ETFs (Exchange Traded Funds). This analysis can be done through your investment portal, as well as the few examples we provide in the video. We also discuss tax-loss harvesting as we are approaching the end of the year.
Bottoms Up - How to Pick Stocks
In this episode, we discuss a common sense approach to picking investments. Whether you are a beginner or an experienced investor, this approach will help you narrow your focus when picking appropriate investments.
Investing and Cash Positions - What to do with cash while the market is flat
In today's podcast we discuss how high-yield savings, money markets and CDs are earning such great interest rates. We also review where to find these accounts and how APY - annual percentage yield - works.
Also, I discuss Nvidia's earnings report which is coming out next week.
Value Investing and Sector Rotation
With this episode, I discuss how to broaden your parameters for looking at opportunities outside the tech sector. I include the use of fundamental analysis and specifically income statements to determine the worthiness of a good value investment. I also discuss the numbers from Microsoft and Google as they announced their earnings today.
Tech Follow Up and Value Investing Intro
Today we finish up with the tech trade and discuss the cyclical slowdown in trading that occurs during the summer. The summer malaise. This is an opportunity to do some homework. The markets are still in good shape YTD. Also discuss the energy sector - specifically oil. The Saudi's have decided to reduce production and what type of impact will that have in the second half of the year on that sector. Buying opportunity? Lastly, discuss different metrics used for trading vs. investing.
Tech Trading and Investing
Today I discuss the momentum behind tech stocks and how you can benefit, whether it be a short-term hold or a long-term investment. I also review how to find these positions using your investment platform and evaluate which stock or ETF is right for you. The difference between a trade and an investment is also included.
Asset Allocation: What It Is and How to Implement
This is a follow-up from our last Podcast, How to Pick Investments: Funds. Once the investments are chosen how do we figure out what percentage of our resources belongs to which fund? That is asset allocation. Age and distance to goals like retirement are the biggest determinants in this process. I share some ways of how to look up asset allocation models using your investment/retirement platform as well as tools outside of your platform.
How to Pick Investments: Funds
How to pick the investments that are right for you. Whether it be in your retirement plan at work or investing on your own. We utilize the tools of our investment platforms as well as other sources we can Google: such as etfdb.com and U.S. News and World Report.