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Month: September 2019

The Investor Coaching Show Cover

Academic Studies Are Not Always Good

September 30, 2019

9/28/2019 Hour 1 Academic studies are not always good, stocks versus bonds

Podcast: Play in new window | Download (Duration: 47:24 — 66.0MB)

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Annuity Vindication and IRAs

September 30, 2019

9/28/2019 Hour 2 Annuity vindication and IRAs, 50 years of financial planning

Podcast: Play in new window | Download (Duration: 47:29 — 66.1MB)

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Risk of Following Trends in Investing

September 30, 2019

9/28/2019 Hour 3 Inflation and retirement, broker industry, annuity riders, risk of following investor trends, cannabis stocks

Podcast: Play in new window | Download (Duration: 45:30 — 63.4MB)

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Millennial Retirement Plans

September 23, 2019

9/21/2019 Hour 1 Millenial retirement plans, money markets, we work, and IPO talk

Podcast: Play in new window | Download (Duration: 47:33 — 66.2MB)

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Young People Want Education – Will it Help?

September 23, 2019

9/21/2019 Hour 2 Young people want education – will it help, S&P struggle, Uber/Lyft California mess, fiduciary/municipal bonds

Podcast: Play in new window | Download (Duration: 47:41 — 66.4MB)

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Securities Industry with Douglas Schulz Part 1

September 16, 2019

9/14/2019 Hour 1 Broker qualifications, annuities, regulations, form ADV

Podcast: Play in new window | Download (Duration: 44:38 — 62.2MB)

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Securities Industry with Douglas Schulz Part 2

September 16, 2019

9/14/2019 Hour 2 Market timing, reading your statement, beware of guarantees, margin, and options

Podcast: Play in new window | Download (Duration: 43:55 — 61.3MB)

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Diversification and the Market with Jim

September 16, 2019

9/14/2019 Hour 3 Diversification and the market with Jim

Podcast: Play in new window | Download (Duration: 44:35 — 62.2MB)

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