The Novice and The Nerd

The Novice and The Nerd

Por: Derek Amey and Laura Bard
Most of us in Generation X/Y learned about money management and finances from our parents. Well, times have changed and so have our finances! No longer should we rely on our parents for financial literacy…if you're looking to better navigate your financial life, this podcast is for you!

Join Laura Bard and Derek Amey from StrategicPoint Investment Advisors (AKA, the "novice" and the "nerd"), where two 40-somethings in the financial services industry (but with very different roles) discuss every day financial topics. Our podcast helps you make sense of your finances and gives you actionable steps to keep your financial life on track.

Find complete show notes and links on our website, StrategicPoint.com. Follow us on Twitter, like StrategicPoint on Facebook, and feel free to contact us any time via email [email protected] with feedback, questions or comments, including ideas for future podcast topics!
65 episodios disponibles

Latest episodes of the podcast The Novice and The Nerd

Mostrando página 2 de 4

Breaking CDs and Potential Natural Gas Shortages 24/10/2022
Stagflation 15/07/2022
Indexed Universal Life Policies 05/07/2022
9 Signs of Inflation 31/05/2022
iBonds, Bitcoin in Your 401(k), and SECURE Act 2.0 16/05/2022
The Fed, The Markets and The Economy, Oh My! 06/05/2022
The Fear Index, The Fed and Gas Prices 28/03/2022
Women and Financial Planning 17/03/2022
How the Ukrainian Invasion Could Affect the Fed, the Economy and the Markets 02/03/2022
Can You Save Your Way to One Million? 07/02/2022
Inflation & Capital Gains 24/01/2022
Tips For Helping Your Kids Invest 20/12/2021
Omicron, DAO & WuTang 06/12/2021
Where Did All the Workers Go? 15/11/2021
Health Savings Accounts (HSAs) 01/11/2021
Debt Ceiling 18/10/2021
Qualified Charitable Distributions 04/10/2021
Is Social Security about to run out of money? 13/09/2021
Is it STILL time to refinance? 02/09/2021
Child Tax Credits, Why Companies Go Public & AMC Stock 19/07/2021
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