Making Finance Personal

Oak Partners Inc

Making Finance Personal

A weekly podcast

Good podcast? Give it some love!
Making Finance Personal

Oak Partners Inc

Making Finance Personal

Episodes
Making Finance Personal

Oak Partners Inc

Making Finance Personal

A weekly podcast
Good podcast? Give it some love!
Rate Podcast

Episodes of Making Finance Personal

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This week we talk about the need to plan for the long term with your retirement portfolio.
This week we discuss the future of the retail sector as stocks have been dropping and store closings and bankruptcies have been piling up.
This week we discuss the advantages and disadvantages of investing in real estate in your portfolio.
This week we discuss budgeting and debate how much is a good amount in liquid savings. We also review the downside of being too conservative with your investments.
This week we discuss the important questions you should be asking a potential financial advisor
This week we review the economic policies brought up in the presidential debate and their effects on the markets and economy.
This week we look at what can go wrong with the stock markets this fall and what to do about it.
This week we discuss the likelihood of the Fed raising rates this year and what it would mean to the economy and the markets.
This week we look at Donald Trump and Hillary Clinton's tax plans and how they may affect the economy, GDP, and the budget.
MFP: Why DIY stock trading is an exercise in futility This week we discuss the mountain of statistical evidence against trying to "beat the market" by picking and trading your own individual stocks and offer diversification and asset allocation
This week we revisited our predictions for the post-Brexit market and discussed the outlook for the world economy.
This week we discuss the most common sources for retirement income and the reasons why neither look attractive right now as well as another way to address income needs.
This week we discuss some common reasons why your retirement plans have gone south.
This week we discuss some relatively small changes in your mindset that can really jumpstart your saving for retirement.
This week Curt and Stacey fill in for Steve and Jason and they continue the discussion on the financial health of the American workforce
This week we discuss the PWC annual survey of employee finances and see some negative trends that need to be watched going forward.
This week we read between the lines of the Saudi plan for reducing their reliance on oil. We also talk about Tesla and electric cars changing the world's oil consumption.
This week we discuss presidential candidate Bernie Sanders and how his proposals will potentially affect the economy, good or bad.
This week we discuss the economic policies on Hillary Clinton’s platform in our series of economic agendas of the remaining presidential candidates.
This week we discuss the economic policies on Donald Trump’splatform in our series of economic agendas of the remainingpresidential candidates.
This week we discuss some of Ted Cruz’s economic policies in our series on the economic agendas of the major remaining presidential candidates.
This week we discuss the gap between retirement confidence and reality and some ideas to fix the weakening retirement picture in America.
This week we go over a number of tips, both big and small, to help keep your finances on track.
This week we discuss strategies for gifting money and assets to charity, and how the type of asset and the account it comes from can impact your tax benefit.
This week we discuss the reasons for recent market volatility and how it should affect your portfolio management, if at all.
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