Make Your Next Financial Decision, and the One After That, a Good One.

The secret to prosperity is not in picking the next Amazon stock, or coming up with some new invention, or winning the lottery (thank goodness because these are all really hard to do!). The secret to prosperity is not in any one big decision, but in many small decisions. This secret is called steady plodding – which means making your next financial decision, and the one after that, a good one. We produce a lot of content to help you do just that - so be sure to submit your email and click the links below to get connected.

Capital Classroom Education Series

Upcoming Classes

Past Classes

Events
Hackproof Your Smartphone
May 30
Hackproof Your Smartphone

Learn 8 steps to hackproof your smartphone.

30 Minutes to Cybersecurity: 5 Threats Every Person and Business Faces - and How to Fight Them Now
May 16
30 Minutes to Cybersecurity: 5 Threats Every Person and Business Faces - and How to Fight Them Now

Cybersecurity is a growing threat but you don’t have to be hopeless. There are actions you can take today that will block the cybercrooks from wreaking havoc your identity and your finances (and you don’t need to be a technology expert to do so)

Weekly Economic Video Update

We keep our finger on the pulse of the economy and the markets. Join us each Monday on your favorite platform - live-streamed on our website, LinkedIn, YouTube, Facebook, & Twitter.

Content
WEEKLY UPDATE: Stocks Surge Post-Election; Fed Cuts Quarter Point
WEEKLY UPDATE: Stocks Surge Post-Election; Fed Cuts Quarter Point

Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. (The House of Representatives remained undecided.)

WEEKLY UPDATE: Stocks Retreat on Jobs and Election Concerns
WEEKLY UPDATE: Stocks Retreat on Jobs and Election Concerns

Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors.

WEEKLY UPDATE: Sixth Week of Gains on Wall Street
WEEKLY UPDATE: Sixth Week of Gains on Wall Street

Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon.

Capital Markets Update & Outlook

Each month, we review the positives in the markets & economy, the headwinds, and what we think it all means moving forward. We focus on the facts without the emotion. RSVP today & bring your questions.

Events
Capital Markets Update & Outlook for November 2024
Nov 21
Capital Markets Update & Outlook for November 2024

Join us for an in-depth look at the positives, headwinds, and outlook for the stock market and the economy during this monthly check-in.

STEADY PLODDING BRINGS PROSPERITY

Subscribe below & start listening today!
Content
Creating a Retirement Strategy - PlodderPodcast.com #24
Creating a Retirement Strategy - PlodderPodcast.com #24

Most people just invest for the future. You have a chance to do more.

Should You Downsize in Retirement? PlodderPodcast.com #23
Should You Downsize in Retirement? PlodderPodcast.com #23

Some retirees save a great deal of money by doing so; others do not.

How to Buy I Bonds Direct from the Treasury PlodderPodcast.com #22
How to Buy I Bonds Direct from the Treasury PlodderPodcast.com #22

A short guide.

The Retirement Reality Check - PlodderPodcast #21
The Retirement Reality Check - PlodderPodcast #21

Little things to keep in mind for life after work.

Are You Retiring in the Next 5 Years?
Are You Retiring in the Next 5 Years?

4 questions to focus on as the transition into retirement approaches

When Worlds Collide: Russia Invades Ukraine
When Worlds Collide: Russia Invades Ukraine

Vladimir Putin launched an invasion of Ukraine late last month - here are some thoughts from the desk of Eric Hagen

Investing During Periods of Inflation
Investing During Periods of Inflation

What does inflation mean for your investments?

How and When to Sign Up for Medicare
How and When to Sign Up for Medicare

Breaking down the enrollment periods and eligibility.

End-of-Year Money Moves
End-of-Year Money Moves

Here are some things you might consider before saying goodbye to 2020.

Election 2020
Election 2020

Managing Your Emotions

October is Financial Planning Month
October is Financial Planning Month

Six areas of personal finance to review.

Discussion of Global Markets & Recent Market Volatility with W.E. Donoghue & Co.
Discussion of Global Markets & Recent Market Volatility with W.E. Donoghue & Co.

In an effort to provide as much clarity into what is happening as possible, I recently hosted this client webinar.

WATCH: Special Mid-Month Update with Eric
WATCH: Special Mid-Month Update with Eric

Join Eric as he provides some thoughts and insight into the current market environment.

PlodderPodcast #11: Our 24-Hour News Cycle
PlodderPodcast #11: Our 24-Hour News Cycle

Join me on this episode as I discuss our 24-hour news cycle in light of the current coronavirus scare.

End of 2019 Money Moves
End of 2019 Money Moves

What has changed for you in 2019? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2020 begins. In this episode, Eric shares 7 things to consider before 2019 ends.

Retirement Assumptions vs Reality
Retirement Assumptions vs Reality

Examining the potential differences between assumption and reality. In this episode, Eric shares 6 assumptions about retirement and the reality you may want to be ready for.

PlodderPodcast.com #8: That First RMD From Your IRA
PlodderPodcast.com #8: That First RMD From Your IRA

In the episode, Eric answers the 5 most commonly asked questions concerning RMDs. If you have an IRA and are in retirement, get out your pad & paper and be ready to take notes.

Ten Years Tremendous Gains
Ten Years Tremendous Gains

A look at where stocks were in 2009 and how they have performed since.

Tax Moves to Consider Mid-Year
Tax Moves to Consider Mid-Year

If you own a business, earn significant investment income, are recently married or divorced, or have a Flexible Savings Account (FSA), you may want to work on your income tax strategy now rather than in December or April.

Eight Mistakes That Can Upend Your Retirement
Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.

Money Management Principles
Money Management Principles

Time to get out your pad & paper! In this episode, Eric starts to talk about where the rubber meets the road - 5 money management principles that are key reaching your financial goals.

The 4 Uses of Money
The 4 Uses of Money

In this episode, Eric discusses the value of simplifying your finances, and how all uses of money can be simplified down to just 4 categories.  Knowing these 4 categories and how to use them can make a huge difference in your financial future.

Finding Contentment & Confidence in Your Finances
Finding Contentment & Confidence in Your Finances

Do you have kids living at home?  Who do your kids bedrooms belong to?  Who owns their bedrooms?  What’s the difference?  Listen in as Eric discusses the difference between ownership & stewardship – and how a simple shift in your thinking can lead to true contentment & confidence.

Welcome to the PlodderPodcast
Welcome to the PlodderPodcast

Would you like to know the secret to prosperity?  Hi, this is Eric, and the good news is, I have the answer.  The bad news is, it’s not any one thing; the secret to prosperity is in every decision you make.  The Bible calls it steady plodding.  I call it common sense.  Join me on this podcast as I try to inspire you to make your next financial decision, and the one after that, a good one.

Never Miss an Update or Invitation