The Financial Translator
Kirk Kreikemeier, CFP® and Principal Advisor of Pebble Valley Wealth Management, gives his guidance and opinion on financial, market, and economic topics to help listeners move from confusion to confidence. Visit our website at pvwealthmgt.com.
Listen on:
Episodes
Friday Jun 24, 2022
Friday Jun 24, 2022
My topic today is SS and Medicare funding status. Will they be around for you? Follow along in easy Q & A format.
Thursday Jun 09, 2022
Thursday Jun 09, 2022
My topic today is an overview of the markets through 5/31/2022. Also check out the graphs on my blog post.
Tuesday May 31, 2022
Tuesday May 31, 2022
My topic today is 529 Plans. Know the two main types. Follow along in easy Q & A format. Interested in learning more about this topic? Don't miss this blog post!
Want to learn more about our firm? Contact us today by clicking here!
Thursday May 05, 2022
Thursday May 05, 2022
My topic today is an overview of the markets through 4/30/2022. Also check out the graphs on my blog post.
Thursday Apr 21, 2022
Thursday Apr 21, 2022
My topic today covers the Federal Reserve and how action from the FOMC impacts your investments and cost of debt.
Monday Mar 21, 2022
Monday Mar 21, 2022
My topic today covers steps to take now that impact your 2021 tax return. I also mention strategies to implement for the current tax year.
Tuesday Mar 08, 2022
Tuesday Mar 08, 2022
My topic today is Roth vs. Traditional. I explain 1) key differences; 2) eligibility and amount can save; 3) when withdraw without penalty; 4) how to decide which to use.
Thursday Feb 17, 2022
Thursday Feb 17, 2022
My topic today is taxes. I break it into 4 steps to provide a base understanding – 1) types of income; 2) what tax rates apply; 3) tax brackets; 4) how summarized on the 1040.
Visit pvwealthmgt.com
Follow Kirk Kreikemeier CFP® on Twitter, Facebook, LinkedIn and YouTube.
Thursday Feb 03, 2022
Thursday Feb 03, 2022
My topic today is a reserve fund – What is it? How much is needed? Where to invest? I discuss additional sources beyond just a bank savings account, including the double-duty of a Roth IRA!
Visit pvwealthmgt.com
Follow Kirk Kreikemeier CFP® on Twitter, Facebook, LinkedIn and YouTube.
Wednesday Jan 26, 2022
Wednesday Jan 26, 2022
In this first episode of The Financial Translator, learn about Kirk and his podcast mission to provide financial confidence and clarity for his listeners.
-----
Visit pvwealthmgt.com
Follow Kirk Kreikemeier, CFP® on Twitter, Facebook, LinkedIn and YouTube.