Retirement and Investment Literacy

Bright Spots in the Market

Tue, 07 Apr 2026 10:16:57 -0700

This episode I discuss where to find opportunities in a very uncertain market. Whether you are a beginner or advanced investor there are ways to continue to grow your portfolio.

Elliott

Happy New Year - 2025 quick review and what I'm watching for 2026

Sun, 04 Jan 2026 15:37:21 -0800

With this episode I set the tone for 2026. What to watch whether you are a beginner or an advanced investor.

In the new year I will be circling back to basics to start then work my way through more sophisticated strategies. If you have any questions, please reach out. Thanks for listening

Things Happening this week.

Thu, 20 Nov 2025 18:38:52 -0800

This week has alot of data being released. Most Importantly Nvidia's earnings.

What I'm watching now

Wed, 12 Nov 2025 21:30:11 -0800

Just a few stocks that are on my radar and why. Please do your homework but I believe you will find value with these names.

Elliott

Touchstonefinancialeducation.com

Gold!

Tue, 14 Oct 2025 10:34:26 -0700

On this podcast I discuss Gold as an investment class. Industrial metal vs. Hedge. How to play gold till the end of the year as it as reached all time highs and returned 55% this year.

Gold!

Tue, 14 Oct 2025 10:18:16 -0700

I discuss Gold as an asset class. What is it? Why is it up 55% Year-to-Date. How to take advantage of gold in the 4th qtr.

TFE Free Investment Research

Mon, 11 Aug 2025 07:44:24 -0700

A quick note on free resources for choosing your investments.

Elliott

www.TouchstoneFinancialEducation.com

No selling. Just eduction.

New companies added to the S&P 500

Tue, 08 Jul 2025 19:05:06 -0700

In this episode I discuss the upward movement of a stock when it gets added to an index - like the S&P 500.

www.TouchstoneFinancialEducation.com

No selling. Just education.

Investment Income in Times of Uncertainty

Tue, 17 Jun 2025 12:24:04 -0700

In this episode I discuss how to generate income from your portfolio and reduce volatility. I cover Dividend Income, Interest Income from Bonds and Hi Yield Savings Accounts.

Thanks for listening,

Elliott

www.TouchstoneFinancialEducation.com

No selling. Just education.

Dividend Income

Wed, 28 May 2025 07:53:00 -0700

With this episode I discuss dividend income. Stocks that pay dividends tend to be less volatile as they are more mature companies. In a time of volatility these are great additions to any portfolio. If you have any questions, don't hesitate to ask.

www.TouchstoneFinancialEducation.com

No selling. Just education.

What to do?

Fri, 09 May 2025 11:56:15 -0700

In this episode I discuss what to do as we near the possible end to the volatility as a result of the tariffs. My discussion focuses on your state of mind as an investor as opposed to pure metrics. This is slightly different approach but sometimes it's a good idea to step back and gain some perspective - there will always be opportunities in the market.

www.TouchstoneFinancialEducation.com

No selling. Just education.

Earnings Season - What to consider

Fri, 18 Apr 2025 11:09:48 -0700

In this episode I discuss how to navigate earnings season with an eye towards a possible economic slowdown.

www.TouchstoneFinancialEducation.com

No selling. Just education.

What to do during uncertain times

Fri, 11 Apr 2025 18:31:57 -0700

In this video I discuss what to do while the uncertainty around tariffs remains.

www.TouchstoneFinancialEducation.com

No selling. Just education.

1st Qtr numbers and 2nd Qtr Expectations

Tue, 01 Apr 2025 12:14:25 -0700

In this episode I discuss 1st quarter performance of major indices. I also touch up expectations for 2nd quarter and Tariff uncertainty.

What metrics can you use to determine market direction? I discuss 4 in this podcast.

Trying times indeed, keep the faith.

Elliott

www.TouchstoneFinancialEducation.com

No selling. Just education.

Market, Sector Stock

Tue, 04 Mar 2025 10:24:32 -0800

Today is the first day of the imposition of tariffs. The markets have been extremely volatile in anticpation of this day. How do we evaluate our positions in this uncertain environment? We keep it simple - Market, Sector, Stock. Using this formula can help to reduce the emotional response we have to losing value in our portfolios.

Thanks for listening and keep the faith

Elliott

www.TouchstoneFinancialEducation.com

No selling. Just education.

Quantum Computing - Short

Fri, 07 Feb 2025 08:47:13 -0800

Short video on what I'm watching in this new sector. Good things are coming.

www.TouchstoneFinancialEducation.com

No selling. Just education.

REITS! Growth Opportunity

Wed, 22 Jan 2025 11:37:30 -0800

In this episode I discuss Data Center Reits. These do not operate like traditional REITS which are invested in commercial real estate that provide nice dividends. Data Center Reits are designed for growth. With the push into AI, the growth of this sector is going to continue. This is a way to make an investment in tech. infrastructure.

www.TouchstoneFinancialEducation.com

No selling. Just education.

2024 stock picks and 2025 momentum

Wed, 01 Jan 2025 12:26:25 -0800

Took a look back at 2024 market performance and the stocks I discussed throughout the year. Also, I discuss what I am looking at for 2025 aggressive positions.

Thanks for listening and Happy New Year!

Elliott

www.TouchstoneFinancialEducation.com

No selling. Just education.

Joint Podcast with Luann. Maintaining a postive mindset with Investing

Mon, 23 Dec 2024 12:09:49 -0800

This 3rd installment wraps up our installment on the mindset of a successful investor. We had a great time putting these together and we hope you enjoy.

Retirement Contribution Limits for 2025

Sat, 21 Dec 2024 16:52:39 -0800

Just a heads up on contribution limits

Ai Bubble? Let's compare it to the tech bubble of 1999

Fri, 20 Dec 2024 14:48:26 -0800

In this podcast I compare the rapid growth of AI and a potential bubble to what we went through back in 1999's tech bubble. It's a compare and contrast discussion.

Elliott and Luann - 2 of 3 of our series on maintaining a positive mindset around investing

Tue, 26 Nov 2024 19:39:12 -0800

In this second episode with Elliott and Luann, we continue discussing how to maintain a positive mindset around investing.

Stay tuned for more from this dynamic duo.

www.TouchstoneFinancialEducation.com

No selling. Just education.

Elliott and Luann - 1 of 3 of our series on maintaining a positive mindset around investing

Tue, 26 Nov 2024 19:37:10 -0800

In this first episode with Elliott and Luann, we discuss how to maintain a positive mindset around investing.

Stay tuned for more from this dynamic duo.

www.TouchstoneFinancialEducation.com

No selling. Just education.

Who we are

Thu, 24 Oct 2024 10:48:59 -0700

A short video describing who we are and what we do.

Thanks for watching/listening.

TouchstoneFinancialEducation.com

Emerging Market Investing and IRA contributions for 2024

Mon, 07 Oct 2024 15:47:03 -0700

This episode we discuss China and their $142B infusion into their economy and its impact on their stock markets. We also discuss the growing might of India's economy. How do we play the uptick in both of these emerging market economies? We also discuss contribution limits and final day to fund IRA's.

Debt Instruments, interest rate reductions and your cash savings

Fri, 27 Sep 2024 10:14:22 -0700

In this episode we discuss the impact of interest rate reductions on your cash savings and bond investments.

Touchstonefinancialeducation.com

No selling. Just education.

Savings for Gig workers, the self employed and small business owners

Mon, 23 Sep 2024 11:24:02 -0700

This episode is the second in a series I am creating in response to questions for my viewers in Nashville Tn.. They wanted to know how do gig workers, self employed and small business owners save for money. We have already discussed tracking income/expenses. Now we are moving into spending plans and next will be savings.

How the pending Interest Rate Cuts will impact the bond market and a little on stocks.

Mon, 16 Sep 2024 10:45:21 -0700

This is a discussion on how the bond market will be impacted by the interest rate cuts starting this month. We hear alot about interest rate cuts and stock market, but the bond market will be changing as a result of the rate cuts.

TouchstoneFinancialEducation.com

No Selling. Just Education.

Interest Rate Reduction and the Bond Market

Thu, 12 Sep 2024 15:01:29 -0700

This one is a little long I know... but there is no way to short-cut an understanding on how the rate reduction will impact bond yields. Not only do lower rates impact us as consumers and investors but as tax payers as well. Thanks for listening.

Touchstone Financial Education

No Selling, just Education

Oversold Tech stock

Fri, 06 Sep 2024 08:08:57 -0700

Short video on beaten up tech stock. When the September pull-back is over, this stock should turn around. It was added to the S&P 500 in March of 24'.

2 tech companies and a market overview

Sun, 01 Sep 2024 12:50:49 -0700

With this post, we discuss Crowdstrike and Nvidia's earnings report and what's going on with the markets.

Crowdstrike and Nvidia - earnings and aftermarket action

Wed, 28 Aug 2024 14:08:13 -0700

This podcast is for my agressive investors and traders. We discuss the earnings report from both Crowdstrike & Nvidia as well as the guidance on where their revenues and earnings per share are expected to go. The choice you make around both should fit within your investing discipline - short term or long term. We also mentioned the levereged etf NVDU - might want to take profits. Thanks for listening.

Market Volatility Today

Tue, 13 Aug 2024 09:11:00 -0700

In today's video, we talk about market volatility and opportunities in the tech sector.

www.touchstonefinancialeducation.com

No selling. Just education.

Elliott and Sarah Talk About: 3 - Using Real Estate Investing as a Path to Financial Freedom

Wed, 31 Jul 2024 17:38:17 -0700

In this third episode with Elliott and Sarah, we talk about using Real Estate Investing as a path to financial freedom. The purpose here is to generate passive income.

Stay tuned for more from this dynamic duo.

www.TouchstoneFinancialEducation.com

No selling. Just education.

New Crypto ETF's and Earnings from the Magnificent 7

Tue, 23 Jul 2024 15:46:26 -0700

Today we discussed the Ethereum ETF's starting trading today. More Eth ETF's will start trading later this week. Also, discussed the earnings report of Alphabet and Tesla. Can't discuss tech stocks without mentioning the Crowdstrike debacle last week. How do we strategize around it's pullback? We walk through those steps.

Elliott and Sarah Talk About: 2 - Savings and Investing

Sun, 14 Jul 2024 10:29:51 -0700

In this second episode with Elliott and Sarah, we talk about how she got started and what she is doing now. We cover the steps she took to learn. She discusses books like Rich Dad Poor Dad and the Millionaire Next Store. She stresses if she can do it, anybody can do it.

Stay tuned for more from this dynamic duo.

Next Up: Real Estate Investing

www.TouchstoneFinancialEducation.com
No selling. Just education.

2nd half of the year expectations and interest rate decisions

Thu, 11 Jul 2024 12:41:43 -0700

In this episode I recap the 1st half of the years performance which has been really good. I also discuss stocks and etf's that I am watching for the 2nd half of the year to continue to perform well. Of course, no discussion about investments today is complete without mentioning the Fed, inflation, unemployment and interest rates.

BTW Correction I called Supermicro Computer Supermicro strategy... just excited to get the info. out.... :-)

Thanks for listening,

Elliott

Elliott and Sarah Talk About: 1 - Getting Started on a Journey of Financial Wellness

Sun, 30 Jun 2024 12:41:24 -0700

In this first episode with Elliott and Sarah, we discuss the importance of tracking expenses and how to do it. Also, we discuss how to categorize your money and automating the savings process.

Stay tuned for more from this dynamic duo.

Next Up: Savings and Investing

www.TouchstoneFinancialEducation.com

No selling. Just education.

Opportunities in the Market Today and Investment Taxation

Fri, 14 Jun 2024 10:54:19 -0700

Artificial Intelligence, CyberSecurity, Chips, Healthcare and China. These are all areas of interest to grow your resources as the bull market continues.

While you are looking for the right opportunity, keep your money in high-yield and money market accounts attached to your brokerage account. Many platforms are paying 4-5% on cash.

Lastly, I discuss tax rates on brokerage (taxable) investment accounts.

Thanks for listening,
Elliott

Of course, if you want personalized assistance, please reach out to us at: www.TouchstoneFinancialEducation.com

No selling. Just education.

Opportunities in the Market Today and Investment Taxation

Wed, 05 Jun 2024 10:44:31 -0700

Artificial Intelligence, CyberSecurity, Chips, Healthcare and China. These are all areas of interest to grow your resources as the bull market continues.

While you are looking for the right opportunity, keep your money in high-yield and money market accounts attached to your brokerage account. Many platforms are paying 4-5% on cash.

Lastly, I discuss tax rates on brokerage (taxable) investment accounts.

Thanks for listening,

Elliott

Of course, if you want personalized assistance, please reach out to us at: www.TouchstoneFinancialEducation.com

No selling. Just education.

IRA's for beginners

Mon, 06 May 2024 10:59:51 -0700

This episode we discuss what an Individual Retirement Account is, the difference between Traditional & Roth and some limitations associated with these accounts. This is an episode designed for beginners and a refresher for you more experienced investors. If you have any questions, please reach out to us. Thanks for listening.

TouchstoneFinancialEducation.com

Elliott

How to Choose The Right Investments For You

Sun, 14 Apr 2024 10:04:54 -0700

This episode is designed for people wanting to learn how to choose investments. In the last episode, we focused on how to find the right platform. Now, we discuss how to navigate your platform to find the right investments, evaluate their performance and cost.

Thanks for listening,
Elliott

No selling. Just education.
www.TouchstoneFinancialEducation.com

How to choose the right investment for you.

Thu, 04 Apr 2024 11:43:22 -0700

This episode is designed for people wanting to learn how to choose investments. Last episode, we focused on how to find the right platform. Now, we discuss how to navigate your platform to find the right investments, evaluate their performance and cost.

Thanks for listening,

Elliott

Investing for Beginners

Mon, 18 Mar 2024 19:22:44 -0700

In this video we discuss how to get started investing. There is a lot of information out there and we want to narrow your focus to help you make decisions. In a simple to follow manner, we lay out how to review platforms to how to add money to an account and start investing.

www.TouchstoneFinancialEducation.com

No selling. Just education.

How to Get Started Investing

Wed, 06 Mar 2024 11:20:05 -0800

Source: https://www.podbean.com/eau/pb-evd43-15a150c

In this episode I discuss how to get started with investing. We discuss how to choose the right platform such as Fidelity, Vanguard, Schwab, and e*Trade. We review what type of account to open, such as individual (brokerage) account or IRA (Traditional vs. Roth). We also provide a basic overview on how to choose investments.

www.TouchstoneFinancialEducation.com

No selling. Just education.

When to Sell a MF, ETF, or Stock

Wed, 14 Feb 2024 08:51:55 -0800

In this video, we discuss how to evaluate when to sell a position - MF, ETF, or Stock. We review how to place the trade as well.

2024 Retirement Contribution Limits, Markets in the New Year, and Bitcoin ETFs

Sun, 14 Jan 2024 13:32:34 -0800

In this Podcast we review the 2024 IRS retirement account contribution limits, where we see the markets going with lower interest rates this year, and the new Bitcoin ETFs.

Leveraged ETFs and Index Options

Wed, 27 Dec 2023 17:32:07 -0800

Today we discuss aggressive forms of investing to enhance performance of our portfolio in both bull and bear markets. We also discuss how to find underperforming sectors to increase our profit margins.

More on Tech Stock Analysis and Electric Vehicles

Thu, 30 Nov 2023 09:49:17 -0800

In this Podcast, we discuss more on tech stock analysis. We also review EVs (Electric Vehicles) as a beaten-up sector and something to watch going into 2024.

Please check out our website at www.TouchstoneFinancialEducation.com. Visit our Classes section and sign up for classes in January and February, 2024.

Stocks I’m Watching and the Markets

Sat, 18 Nov 2023 13:08:03 -0800

In this Podcast, I review some of the stocks I am watching. I also discuss current market conditions.

Please check out our website at www.TouchstoneFinancialEducation.com. Visit our Classes section and sign up for classes in January and February, 2024.

Mutual Fund and ETF (Exchange Traded Fund) Analysis

Tue, 10 Oct 2023 09:30:26 -0700

In this Podcast, we discuss how to analyze Mutual Funds and ETFs (Exchange Traded Funds). This analysis can be done through your investment portal, as well as the few examples we provide in the video. We also discuss tax-loss harvesting as we are approaching the end of the year.

TFE Consults and Classes

Tue, 26 Sep 2023 09:46:20 -0700

This is a short video to describe the consults and classes we offer at Touchstone Financial Education. If you have any questions, shoot us an email via the website. We will respond within 24 hours.

Thanks for watching!

Website link: https://www.touchstonefinancialeducation.com

Bottoms Up - How to Pick Stocks

Fri, 15 Sep 2023 11:56:04 -0700

In this episode, we discuss a common sense approach to picking investments. Whether you are a beginner or an experienced investor, this approach will help you narrow your focus when picking appropriate investments.

Investing and Cash Positions - What to do with cash while the market is flat

Thu, 17 Aug 2023 11:53:15 -0700

In today's podcast we discuss how high-yield savings, money markets and CDs are earning such great interest rates. We also review where to find these accounts and how APY - annual percental yield - works.

Also, I discuss Nvidia's earnings report which is coming out next week.

Value Investing and Sector Rotation (audio)

Tue, 25 Jul 2023 14:58:03 -0700

With this episode, I discuss how to broaden your parameters for looking at opportunities outside the tech sector. I include the use of fundamental analysis and specifically income statements to determine the worthiness of a good value investment. I also discuss the numbers from Microsoft and Google as they announced their earnings today.

Value Investing and Sector Rotation (video)

Tue, 25 Jul 2023 14:56:17 -0700

Tech Follow Up and Value Investing Intro (audio)

Thu, 06 Jul 2023 12:58:19 -0700

Today we finish up with the tech trade and discuss the cyclical slowdown in trading that occurs during the summer. The summer malaise. This is an opportunity to do some homework. The markets are still in good shape YTD. Also discuss the energy sector - specifically oil. The Saudi's have decided to reduce production and what type of impact will that have in the second half of the year on that sector. Buying opportunity? Lastly, discuss different metrics used for trading vs. investing.

VIDEO VERSION AVAILABLE

Tech Follow Up and Value Investing Intro (video)

Thu, 06 Jul 2023 11:37:22 -0700

Tech Trading and Investing

Thu, 15 Jun 2023 09:39:29 -0700

Today I discuss the momentum behind tech stocks and how you can benefit, whether it be a short-term hold or a long-term investment. I also review how to find these positions using your investment platform and evaluate which stock or ETF is right for you. The difference between a trade and an investment is also included.

Asset Allocation: What It Is and How to Implement

Wed, 31 May 2023 09:37:39 -0700

This is a follow-up from our last Podcast, How to Pick Investments: Funds. Once the investments are chosen how do we figure out what percentage of our resources belongs to which fund? That is asset allocation. Age and distance to goals like retirement are the biggest determinants in this process. I share some ways of how to look up asset allocation models using your investment/retirement platform as well as tools outside of your platform.

How to Pick Investments: Funds

Mon, 22 May 2023 10:43:22 -0700

How to pick the investments that are right for you. Whether it be in your retirement plan at work or investing on your own. We utilize the tools of our investment platforms as well as other sources we can Google: such as etfdb.com and U.S. News and World Report.

Investing: How to Get Started

Sat, 06 May 2023 14:21:16 -0700

Today we discuss the mechanics of investing - how to choose a platform that is right for you based on your experience as an investor. I review which pages each platform has that you will use to invest your money, such as the Opening Account screen, the Trade screen, Activity page, and how to find your Tax Documents.

Options Continued: Puts and Shorts

Thu, 13 Apr 2023 10:54:01 -0700

Today's Podcast is a continuation of our Options discussion. We cover Put options and strategies on how to use them. To help understand options trading we discuss shorting the markets and how that can be used in lieu of bearish Put strategies. This is the last in the series on Options. We will be returning to basic investing and retirement strategies going forward. We love the feedback we receive on our website as well as the suggestions made on future topics.

Options II - Intro to Call Strategies, Options Chains, Trading, and Leveraged ETFs

Thu, 23 Mar 2023 10:04:44 -0700

This Podcast covers bull and bear strategies for Call options, how to find options chains on your investment platform, and how volatility lends itself to profitable options trading. We also discuss leveraged ETFs - what they are and how to use them as opposed to options trading.

Options Intro and Follow Up with Research from Last Podcast

Mon, 06 Mar 2023 11:07:43 -0800

This podcast is a brief continuation of my last podcast on research and watchlists - where to find information outside of your investing platform. I continue with an introduction into options trading.

Where Do I Put My Money Now?

Mon, 20 Feb 2023 10:42:44 -0800

A discussion on the more aggressive components of the market. There has been a shift in stock investing since the 4th quarter of 2022 from conservative sectors of the market such as energy and consumer staples back into tech and more aggressive sectors of the market. It's time to use watch lists, stop loss orders, and technical analysis.

As the New Year Begins...

Thu, 19 Jan 2023 10:50:12 -0800

Review contribution limits on retirement accounts. I also discussed a few indicators to be used to look for a market turn around. Also briefly discussed APY and high yield savings accounts.

New Year Checklist

Mon, 02 Jan 2023 10:35:57 -0800

Today I want to provide an update on contribution limits to retirement accounts. Also, a quick review of the market volatility and the federal reserve and information on the different strategies to be used between retirement and taxable (brokerage) investing.

Touchstone Financial Education

Elliott Cox

Backo the Stock Market

Mon, 12 Dec 2022 18:19:56 -0800

This podcast is a pivot back to the stock market. I discuss the impact of the Federal Reserve meeting notes, asset allocation and how to evaluate your retirement and taxable accounts. This is a segue back into more detailed information on stock investing.

Touchstone Financial Education

Elliott Cox

Back to the Stock Market

Mon, 28 Nov 2022 11:08:07 -0800

Touchstone Financial Education

Elliott Cox

Interest Rates and the Federal Reserve

Thu, 17 Nov 2022 09:57:32 -0800

The impact the federal reserve has on our lives as it relates to being a consumer, investor and business owners. Focused on the Federal Funds Rate and the Discount Rate. Also, discussed how the interest rates hikes have impacted the stock market in 2022.

Touchstone Financial Education

Elliott Cox

Bonds II (Bills and Notes)

Mon, 31 Oct 2022 11:20:49 -0700

This episode is a continuation of the intro to bonds podcast. Here I focus on the shorter-term debt instruments, Treasury Bills to Notes.

Touchstone Financial Education

Elliott Cox

Intro To Bonds

Mon, 10 Oct 2022 10:50:50 -0700

What is a bond? Run through on the basics of a bond and how they work in the capital markets. Will follow through with real life examples as it relates to our current interest rate environment in the next episode.

Touchstone Financial Education

Elliott Cox

Technical Trading II

Thu, 22 Sep 2022 10:09:41 -0700

Continuation of technical indicators. How to use short term Simple Moving Averages to determine direction of a stock. Also, discussed sell targets.

Touchstone Financial Education

Elliott Cox

Stock Picking - Intro To Technical Trading

Thu, 01 Sep 2022 10:09:45 -0700

Time in the market not timing the market - not necessarily true. In volatile markets there is money to be made with trading stocks. I will start discussing the use of different technical metrics to determine how to buy/sell a position.

Touchstone Financial Education

Elliott Cox

Tying It All Together

Thu, 18 Aug 2022 11:16:28 -0700

Moving from fundamentals and easy to follow broad market indicators. Tied in elements from previous podcasts. Moving onto trading stocks and options.

Touchstone Financial Education

Elliott Cox

Stock Analysis - Preferred Stock

Tue, 02 Aug 2022 17:57:40 -0700

Continuing with stock analysis. Income producing stocks - preferred stocks. How to pursue income on the equity (stock) side of the market.

Touchstone Financial Education

Elliott Cox

Dividend Stocks - What Are Dividends? More Fundamentals

Sat, 16 Jul 2022 10:54:38 -0700

Continuation of stock fundamentals. Dividends - what are they, how do they work, and how to compare dividends between companies and industries. Equity Income Investing.

Touchstone Financial Education

Elliott Cox

Stock Analysis - First Steps

Mon, 04 Jul 2022 12:11:23 -0700

This podcast is about using fundamental analysis. Earnings per share (EPS) and revenue number and P/E ratios. I will be introducing other metrics in following podcasts.

Touchstone Financial Education

Elliott Cox

Start Preparing For The Next Up Swing In The Market - Doing Your Homework

Thu, 16 Jun 2022 19:33:44 -0700

Using a top-down analysis to find good investments while the markets are down. Not investing yet - just getting ready. Putting together watchlists.

Touchstone Financial Education

Elliott Cox

Is It Time To Jump Back In The Markets?

Tue, 07 Jun 2022 18:37:32 -0700

Discussing a few metrics you can use to gauge sentiment and market direction. Analysis first then jump in.

Touchstone Financial Education

Elliott Cox

Should I Hire A Financial Advisor? What Is A Fiduciary?

Mon, 23 May 2022 10:53:29 -0700

In this podcast I cover - should I hire a Financial Advisor? What is a fiduciary? What questions should I ask my potential advisor? Also, the different organizations advisors work for.

Touchstone Financial Education

Elliott Cox

I Bonds Explanation

Thu, 12 May 2022 10:33:50 -0700

Wanted to explain in detail what an I Bond is and how they work. Been getting a lot of questions around these. This is an amendment to my Asset Allocation podcast.

Touchstone Financial Education

Elliott Cox

Asset Allocation and Market Volatility

Thu, 12 May 2022 09:42:55 -0700

This is the last in my investments basics series. This podcast covers why it is important to have the appropriate allocation. What is it? Why should I use asset allocation as a model for investing?

Touchstone Financial Education

Elliott Cox

Funds - Passive & Actively Managed Funds. What Do I Choose?

Mon, 02 May 2022 11:11:00 -0700

Description of the difference between actively and passively managed funds. Differences in cost and performance.

Touchstone Financial Education

Elliott Cox

Mutual Funds And ETFs - What’s The Difference?

Thu, 21 Apr 2022 09:05:00 -0700

Description of a mutual fund and an Exchange Traded Fund. The differences and similarities.

Touchstone Financial Education

Elliott Cox

Retirement and Investment Accounts

Mon, 11 Apr 2022 10:29:25 -0700

Retirement account review, back door and mega back door options. Also brokerage account introduction. Podcast number 2 in this series.

Touchstone Financial Education

Elliott Cox

Retirement Basics and Introduction

Tue, 05 Apr 2022 18:53:30 -0700

Retirement Accounts for beginners and introduction for future episodes on investments and retirement.

Retirement & Investing Introduction

Sun, 03 Apr 2022 20:28:31 -0700

Basics of retirement. Quick explanation of employer sponsored plans and Individual Retirement Accounts (IRAs). This is the first episode to put you on the path to feeling secure in making your own retirement and investment decisions. Subsequent episodes will provide more detail on investing in general.