10/17/2019 Jonathan Bednar Sent You Instructions on Setting up Facebook... - Luke Elliott https://web.lpl.com/owa/#viewmodel=ReadMessageItem&ItemID=AAMkADAyMGM3ZjRhLWQzZTQtNDBmMi1hZDk4LTgyNzE0NmIxODY2NQBGAAAAAABDGjjptBWJQJMc8sT5OwUGBwAfxWoBGbB… 3/4
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Ep #31: 10 Things You Need to Know About the New Stimulus Thumbnail

Ep #31: 10 Things You Need to Know About the New Stimulus

There are some key things that are important to know about the $1.9 trillion American Rescue Plan that was signed into law on March 11th, 2021. I came across an article by Hartford Funds entitled "10 Things You Should Know About the 2021 Stimulus Package," and in this episode, I’ll be going over these 10 things and briefly weighing in on them for you.

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Ep #30: Talking Markets with Ryan Detrick  Thumbnail

Ep #30: Talking Markets with Ryan Detrick

Today I have Ryan Detrick on the show with me to talk about all things markets. Ryan is the Chief Market Strategist for LPL Financial, and he really has his finger on the pulse of what’s going on in the markets lately. A lot of questions have come in around the stimulus package and what’s going to happen with interest rates this year, so he will be shedding some light on these areas, in particular.

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Ep #29: Donor-Advised Funds Thumbnail

Ep #29: Donor-Advised Funds

In this episode, you will learn about donor-advised funds. From what they are to who they are best for and how to set them up properly, I’ll give you a quick rundown of the most important info you need to know. Whether you know the charity you want to give to, or you want to save up and give a higher dollar amount contribution, donor-advised funds might be for you.

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Ep #28: Investor Personas Thumbnail

Ep #28: Investor Personas

Today is a follow-up of the podcast from last week, where we talked about the mistakes investors make. In this episode, I want to speak about investor personas and share a couple of different categories people fall into as investors. You may think this is very conservative or very aggressive, but these categories are a little more detailed than it may seem. Listen in as I cover the good and bad sides of these investor personas, as well as how to incorporate different pieces of each to create the best strategy for you.

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