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Financial Literacy

Impact Partnershiop

Financial Literacy

A weekly Business, Investing and Education podcast
Good podcast? Give it some love!
Financial Literacy

Impact Partnershiop

Financial Literacy

Episodes
Financial Literacy

Impact Partnershiop

Financial Literacy

A weekly Business, Investing and Education podcast
Good podcast? Give it some love!
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Ep 031: How It’s Possible To “Go Broke, Safely”

Jan 27th, 20219m 57s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 030: The Average Worker Has High Retirement Expectations, Perhaps TOO High

Jan 20th, 20218m 39s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 029: Worried The Pandemic Will Delay Your Retirement? Take Steps To Reengage With Savings Plan

Jan 13th, 202110m 25s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 028: When Can You Finally Retire? You Need To Consider These Three Basic Factors

Dec 23rd, 20209m 27s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 027: End Of Year Tax Strategies - With The Undecided Senate, Should You Wait Or Are There Opportunities To Consider Before The Year’s End?

Dec 16th, 20209m 8s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 026: What Retirement Risk Worries You Most?...You Might Be Focusing On The Wrong Thing

Dec 9th, 202010m 37s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 025: The Wealth Attrition Rate Affects 90% Of Family Fortunes…What Can You Do To Help Protect Your Family Through Proper Estate And Long Term Care Planning

Nov 25th, 202018m 53s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 024: Should Election Results Affect How We Invest? And, What NOT To Do When Preparing For Retirement

Nov 18th, 202016m 36s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 023: What Can Happen To Your Retirement Money In JUST 2 Decades, And Ways To Better Protect It

Nov 11th, 202013m 11s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 022: Is The Worst Of The Market Crash Behind Us? Why You Should Hope For The Best, And Plan For The Worst 

Nov 4th, 202011m 11s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 021: 401(k)’s Are Common Yet We Often Make This Expensive Mistake With Them, And These Are The Top Questions People Have Financial Advisors Right Now

Oct 28th, 202017m 46s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 020: "Behavioral” Risk Is Real, Are You Protected From It?

Oct 14th, 20209m 25s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 019: If Your Company Is Offering A Pension Buyout Offer, What Should Do?

Oct 7th, 202011m 54s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 018: The “3-Legged Stool” Is Losing Its Balance, What Can You Do To Re-Balance YOUR Retirement Income Legs

Sep 30th, 202012m 10s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 017: What You Need To Know Before You Enroll For Medicare

Sep 23rd, 202012m 28s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 016: Why You Need To Know Your Net Worth, And Is It EVER A Good Idea To Buy Individual Stocks?

Sep 9th, 202011m 35s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 015: They Call It The “Annuity Puzzle” For A Reason

Sep 2nd, 202020m 39s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 014: CFP’s… RMD’s… What Do These Common Financial Acronyms REALLY Mean?

Aug 26th, 202011m 26s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 013: 6 Financial Tips For Your COVID-19 Portfolio Recovery

Aug 19th, 202017m 22s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 012: Small Inflation Rates Can Add Up To A Lot Of Money In 30 Years Of Retirement, How Can You Minimize It?

Aug 12th, 20208m 7s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 011: What Part Of Your ROTH 401(K) Is Taxable, And Why Are Some Companies Being SUED Over Employees 401(k) Plans?

Aug 5th, 202010m 31s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 010: How Much Money Are You Paying For YOUR OWN Money? (Hint: Check The Fine Print)

Jul 29th, 20209m 6s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 009: If You Have Life Insurance With Your Employer, You May Still Want Independent Coverage

Jul 22nd, 20207m 31s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 008: Saving To A Traditional 401(k) May Mean You’re "Crazy"…? And A Real Life Example To Encourage You To Pan Your Estate

Jul 13th, 20207m 47s
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M

Ep 007: America’s Top 3 Retirement Concerns

Jul 1st, 20208m
Check the background of this investment professional on FINRA’s BrokerCheck. Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. M
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