Investment Answers Podcast
6 episodes - English - Latest episode: almost 6 years ago - ★★★★★ - 1 ratingWelcome to the Investment Answers Podcast. Your hosts are R. Travis Terlau, Certified Financial Planner™, an Independent Investment Advisor Representative, and founder and CEO, along with Kelly Terlau Chief Operations Officer of Investment Answers. We are a real couple that owns an actual financial planning firm. Whether you’re just getting started with setting the foundation for your lifelong financial wellness or if you’ve been saving and investing over your lifetime, we’re here to help.
Investment Answers LLC is a Financial Advisory firm. Investment Advisory Services offered by Investment Answers Capital LLC. For the most updated Registered Investment Advisory disclaimer, please visit our website at www.InvestmentAnswers.net. This information is intended for entertainment or educational purposes only. Opinions, rules, regulations and laws expressed are subject to change without notice and are not intended as individualized investment or tax advice. Past performance does not predict or guarantee future results. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. These are the general views and understandings of Investment Answers, LLC, and should not be construed as personalized investment or tax advice. Consult a qualified financial professional before making any financial decision.
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Episodes
Investment Answers Podcast, Episode 6: The Worst Sandwich Ever
July 23, 2018 00:31 - 24 minutes - 12.3 MBThe Sandwich Generation. You may have never heard of it, but we bet you know someone who has experienced it. The Sandwich Generation is defined by the circumstance of financially and physically providing care for a someone older than them (typically a parent, grandparent, older spouse, or an older family member) while at the same time providing financial, physical or emotional care for a someone that’s younger than them (typically a grown child, a grandchild, or a younger sibling). In th...
Investment Answers Podcast, Episode 5: Part-Time Retirement
July 09, 2018 01:14 - 15 minutes - 7.09 MBWhen you envisioned your retirement did you imagine that you would be working? There’s a good chance you never realized that you, too, may have a Part-Time Retirement. Part-Time Retirement is far more common now in all income classes: lower, middle and upper- and there are a lot of reasons why you may work during your golden years. In Episode 5, Travis and Kelly discuss what may drive you to work in retirement and likely reasons that could compel you back to work. Don’t miss the 3 majo...
Investment Answers Episode 4: Roth IRA vs Traditional IRA
June 30, 2018 19:51 - 14 minutes - 6.94 MBIRAs are an incredibly valuable tool used for retirement planning but they can be confusing. Travis and Kelly discuss avoiding the many rabbit holes of investing jargon by breaking down the defining terms of these two types of IRAs, then they discuss the similarities between the Roth and Traditional, and finally point out the important differences. Those differences help define which strategy may be appropriate for you, whether you’re a low-income earner or a high-income earner. They also di...
Investment Answers Podcast, Episode 3: Happy Birthday Roth IRA
June 24, 2018 01:47 - 14 minutes - 6.98 MBIn Episode 3, Travis and Kelly celebrate the 20th birthday of the Roth IRA. Looking briefly into the history of the Roth IRA helps to reveal a lot about why both Traditional and Roth IRAs exist, and for whom they were designed. The two types of Individual Retirement Accounts are similar in many ways but they do have some important differences. Learn about their histories, benefits, contribution limits, and their restrictions. References: It’s Roth’s 20th Birthday Party. Where Is Ever...
Investment Answers Episode 2: The Talk
June 14, 2018 00:15 - 37 minutes - 17.8 MB“Recently, I had to have The Talk with one of my long-time clients and her kids.” None of our mentors warned Travis when he first entered the financial services industry about the most challenging part of being an independent financial advisor- a fiduciary- is representing people that you care about. Join us as Travis and Kelly discuss those difficult conversations families must has as their loved ones age, some challenges of being a caregiver of an aging adult, learn what paperwork is ...
Investment Answers Podcast, Episode 1
April 15, 2018 21:55 - 25 minutes - 12.7 MBWelcome to the Investment Answers Podcast. Your hosts are Travis Terlau, Certified Financial Planner™, an Independent Investment Advisor Representative, licensed insurance agent, founder and CEO, along with Kelly Terlau Chief Operations Officer of Investment Answers®. We are a real couple that owns an actual financial planning firm. Whether you’re just getting started with setting the foundation for your lifelong financial wellness or if you’ve been saving and investing over your lifetime, w...