Medicare Must with Expert Special Guest Teresa Mask
Simple Smart Investing Brought to you by Cory Shrader, CFA, CFP
by blackcreekwm@gmail.com
1w ago
In this episode, I invited a medicare specialist to talk about common misunderstandings as people approach Medicare age.  Teresa does an amazing job.   Teresa Mask - Agency Owner Life, Retirement, Medicare, Employee Group, Voluntary Benefits & Individual Health   Kansas City Life Field Manager - 95863-S   Colonial Life District Agent - 733256   1710 Shadowood Lane Unit 240 Jacksonville Fl 32207   904-527-1304 ext. 203     904-527-1318     eiafl.com   Insurance Designed with You in Mind ..read more
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Death of the Financial Advisor-Enter CHATGPT
Simple Smart Investing Brought to you by Cory Shrader, CFA, CFP
by blackcreekwm@gmail.com
1w ago
In this episode, Cory discusses his thoughts around how CHATGPT or an equivalent may be a potential or extreme threat to the financial advisory world. Listen in ..read more
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Six Fallacies that will wreck your profits PT2
Simple Smart Investing Brought to you by Cory Shrader, CFA, CFP
by blackcreekwm@gmail.com
1w ago
In this episode, Cory helps address the even more problemsome issues with making hard choices on taking profits.  Listen in ..read more
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SIX FALLACIES THAT WILL WRECK YOUR PROFITS PT. 1
Simple Smart Investing Brought to you by Cory Shrader, CFA, CFP
by blackcreekwm@gmail.com
1w ago
In this episode, I bring to the forefront why we make some of the choices we do when trying to investing or trade.  Listen in to Part one ..read more
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EP 12 NEW TO INVESTING AND DON’T KNOW WHERE TO START? SPECIAL GUEST MARCUS GRANT
Simple Smart Investing Brought to you by Cory Shrader, CFA, CFP
by blackcreekwm@gmail.com
1w ago
IN THIS EPISODE, CORY INVITES MARCUS, A NEW INVESTOR, TO ASK A COUPLE OF QUESTIONS ON HOW TO GET STARTED DOING INVESTING AND WHERE TO DO IT AT.  LISTEN IN ..read more
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TO ROTH OR NOT TO ROTH, THAT IS THE QUESTION
Simple Smart Investing Brought to you by Cory Shrader, CFA, CFP
by blackcreekwm@gmail.com
1w ago
IN THIS EPISODE, CORY DISCUSSES THE MINDSET TO HAVE WHEN THINKING ABOUT DOING OR CONVERTING TO A ROTH.  LISTEN IN ..read more
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4% WITHDRAWAL RATE:MYTH OR TRUTH
Simple Smart Investing Brought to you by Cory Shrader, CFA, CFP
by blackcreekwm@gmail.com
1w ago
In this episode, Cory talks about the withdrawal rule of thumb 4%.  Spoiler it's more than you think it is.  Listen in ..read more
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Helping your kids make money
Simple Smart Investing Brought to you by Cory Shrader, CFA, CFP
by blackcreekwm@gmail.com
1w ago
In this episode, Cory addresses a way that the next generation can start focusing on using time to their advantage to invest and save.  Listen in ..read more
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DO I HAVE TO BE A MILLIONAIRE TO RETIRE
Simple Smart Investing Brought to you by Cory Shrader, CFA, CFP
by blackcreekwm@gmail.com
1w ago
In this epidsode, Cory throws out some ideas around the concept of needing to be a Millionaire to retire.  Spoiler alert, you don't.  Listen in ..read more
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How to protect yourself against yourself when investing
Simple Smart Investing Brought to you by Cory Shrader, CFA, CFP
by blackcreekwm@gmail.com
1w ago
In this episode, Cory explains a couple of things to watch out for when investing and gives some tips to help out.  Listen in!   ..read more
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