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Episode Guide
HomeEpisode Guide

Episode Guide

  1. Real Estate for Investing

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    Real Estate for Investing

    Join us as we speak with special guests Ralph Egerman of Colliers International and Izzy Randolph of McKnight Realty Partners, LLC to discuss companies looking to buy or build real estate, as well as some advice for individuals who may want to invest. In this episode, we consider the opportunity fro…

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  2. Long Term Care Planning

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    Long Term Care Planning

    Tune in to discover: the different types of long term care insurance the impact of inflation on long term care expensee the average nursing home stay and costs associated with this care and more!

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  3. Job Change Financial Playbook

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    Job Change Financial Playbook

    Nearly everyone changes jobs at some point and sometimes even careers. It can be unplanned, such as a company or organizational downsizing. At other times, the employee makes the decision to switch employers or careers. Either way, that change can be financially or emotionally jarring if it isn’t …

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  4. Entrepreneurship: Starting a Business of Your Own

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    Entrepreneurship: Starting a Business of Your Own

    Owning one’s own business has been part of the fabric of American life since the beginning of our nation’s history. Even those now in a successful employed career may decide to make a change due to a lifelong ambition or because of changing circumstances. But the road is not easy and obstacles a…

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  5. Saving and Investing for the Future

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    Saving and Investing for the Future

    The topic for this week’s show is Saving and Investing for the Future. Tune in to hear our discussion on financial planning and how to take a more proactive approach to overcoming some of the obstacles that stand in the way.

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  6. Rates of Return, Inflation, and You

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    Rates of Return, Inflation, and You

    “This time is different” is a phrase that offers much motivation for error.  This time is not different, it is just presented differently and the outcome isn’t clear.  Even though there are no guarantees for the future, we are informed by the past and ignore it at our own peril.  While ther…

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  7. Income Tax Savings

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    Income Tax Savings

    Income taxes are paid in layers and the highest bracket is 40%.  Middle class, two worker households often top out at 25%. That is a significant portion of your return given away. Often that is unnecessary and the rate can be lessened or even eliminated.  During this episode, our guests will share…

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  8. Individual Retirement Plans

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    Individual Retirement Plans

    Retirement security is the most commonly shared financial goal. Yet, many employees don’t take full advantage of their employer’s retirement plan, but they should.  Many people are unprepared for retirement and are unaware of what must be done to achieve retirement security. Therefore, people h…

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  9. Employer Retirement Plans

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    Employer Retirement Plans

    Employer retirement plans are not only a concern for business owners, but also for individuals who participate in a company sponsored retirement plan.  Employer retirement plans have undergone a lot of changes in recent years.  Today’s plans involve fiduciary standards.  We will discuss what ex…

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  10. The Investment Industry of Today

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    The Investment Industry of Today

    On this episode, Fragasso president, Dan Dingus, and chairman & CEO, Bob Fragasso, walk us through a brief history of the investment industry, and how that got us to where we are today.  There are several options for today’s investors.  Dan discusses the different service levels and quality …

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Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal

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