Fast and Finance

Apr 11 2024

Fast and Finance Podcast artwork

Welcome to Fast and Finance! This podcast is designed for everyday, normal people just looking to improve their personal wealth management and expand their knowledge on the markets. We'll cover all the basic concepts so you have a strong base knowledge before we dive into anything more specific. Wealth management is a concept that is overlooked in many school systems, and we're here to change that! Please send us your questions to: [email protected] - Securities offered through LPL Financial, a member FINRA/SIPC. https://www.finra.org/ - https://www.sipc.org/ Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and SGI Wealth Management are separate entities from LPL Financial. https://www.sgiwealth.com/

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Teaching Your Kids

Apr 11 2024 5 mins

A lot of kids don’t grasp the importance of money, and that makes sense. To them, it’s just paper, right? At least in my early education as a child, there was certainly not any financial literacy courses. I think some of our school systems are changing for the better now, and there are more financial literacy tools available now than ever; but as individuals we can still do our

Considering a Withdrawal?

Mar 28 2024 5 mins

I wanted to make this episode just to outline the general thought process of an early withdrawal on a retirement account, whether that be a 401(k), IRA, etc. I think we all know that life can throw surprises our way, and sometimes we must use the resources that are there. But let's talk through this scenario before making any decisions...

Weekly Commentary - U.S Economy Outlook Continues to Brighten

Mar 14 2024 11 mins

Brought to you by LPL Research through the Weekly Market Commentary. (Jeffrey Roach, Chief Economist and Jeffrey Buchbinder, Chief Equity Strategist.)When we wrote the annual outlook last November, the data was mixed. Some metrics hinted at emerging cracks in the economy while others suggested the growth trajectory in capital markets and the economy had legs. So, the variety of the

Consolidate Your Situation

Mar 01 2024 5 mins

If any of our listeners find themselves feeling “lost” in their finances, I think this episode should help. We all know that life can get really overwhelming at times, especially when it comes to finances. Job transitions, bank changes, ex-financial advisors, uncashed checks, unclaimed property... These things over time can certainly cause that “brain fog” we all know about

Impulsive Purchases

Feb 16 2024 5 mins

For regular listeners of Fast & Finance, you know that I talk about budgeting A LOT... some may even be sick of hearing about it by now, but it’s necessary! SO many people struggle with impulsive purchases today, and with how easy online shopping & checking out has gotten, there’s no wonder. However, there ARE some ways to help stop yourself from impulsively checking ou

Watch These Risks..

Feb 02 2024 6 mins

You spend decades of your life investing and accumulating your hard-earned money. Wouldn’t you want to ensure that your nest egg is built well enough to withstand certain inevitable risks within the market? Market risk, or systematic risk, is inherent to the entire market. Textbook definition is something like, a change or decrease in the value of investments due to uncontrollabl

Know Your Advisor

Jan 19 2024 6 mins

I’ve mentioned in previous episodes, financial advisors can be of great benefit to ANYONE – not just the high to ultra-high net worth individuals. There are plenty of transparent, honorable financial advisors out there without high account minimums. Now that we have that established and clear – For those who have financial advisors now or any sort of financial professional as

Weekly Commentary - Lessons Learned in 2023

Jan 05 2024 13 mins

Brought to you by LPL Research - To say 2023 was challenging may be an understatement. While stocks had a surprisingly impressive year, there was no shortage of obstacles for investors to overcome, including historic interest rate volatility, recession risk, banking sector turmoil, and a game of monetary policy chicken played between the markets and the Federal Reserve (Fed).

Do it Yourself, or Hire an Advisor?

Dec 15 2023 7 mins

The famous question that thousands of financial advisors probably receive a year, is “Tell me why I should hire a Financial Advisor rather than watching a few YouTube videos, doing it myself and calling it a day?..” And my answer to this question might shock you...

Building a Relationship with Your Finances

Dec 01 2023 6 mins

I wanted to take this episode to talk about something that goes unnoticed pretty often. There are so many people out there that just have poor relationships with their money. Not just spending problems, okay... but actual, poor relationships with their money. They don’t know how much they have, how much they’re spending, they don’t think twice about any purchases, no goals th