Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
Come take a journey with us as we explore topics and concepts from the obscure to those hiding in plain sight, so obvious that you wonder how you missed the low lying fruit. Financial planner and host Andy Keeler and his team, thought leaders, and guests discuss everything from maximizing your money and lowering taxes to how to gain the upper hand in an auction and the math behind online gambling. We discuss wealth building strategies and wander into deeper aspects of the human mind that can improve or inhibit our ability to build wealth with confidence.
Episodes
23 episodes
Modern solutions for the inevitable need of long-term care
The way we think about long-term care needs a radical reimagining. Moving beyond the antiquated image of hospital-green hallways and institutional settings, our expert guests Sherlyn Swindell of Plus Financial Network and Lisa Harder of Securia...
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40:33
Balancing Your Physical and Financial Well-being: Surprising Parallels and Practical Strategies
Have you ever noticed how the discipline required to maintain physical health mirrors the discipline needed for financial success? This fascinating connection forms the foundation of our exploration into the parallels between physical and fisca...
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30:04
When 'Bull Markets' need a break: Understanding today's market correction
After two years of exceptional market returns exceeding 24%, volatility has returned with the S&P 500 entering correction territory—down approximately 10% from recent highs. But before you hit the panic button, our panel of financial expert...
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35:48
Amplifying gains or amplifying losses? The truth about leveraged ETFs
Are you curious about leveraged ETFs (exchange-traded funds) and their potential to amplify returns? Or amplify your risks? Andy and Mark delve into the mechanics of these financial products, breaking down how they aim to provide returns ...
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21:02
Beyond the numbers. Holistic financial strategies built on strong relationships
Unlock the secrets of turning financial complexity into clarity from our full-house of experts, led by host, Andy Keeler, along with his team: Abby Rose, Jessica Hultberg, and Mark Beaver. Abby shares an intriguing tale of how strategic tax pla...
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31:20
Got some short-term cash to save? Don't go stocks. Go here.
So let's say you and your spouse are saving for a nice vacation that's still 18 months away. We're talking Europe! Or, a new model luxury SUV that just came out but you want to wait a year and let that new car depreciation decrease ...
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21:48
Tempted to invest in cryptocurrency? Ask yourself THIS question first
Just how much of your nest egg are you willing to lose? That's just one question to ask if you really want to invest in cryptocurrency. This episode is the second of a two-part series where Andy and Keeler & Nadler's Mark Beave...
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22:42
Cryptocurrency: To understand it, you first have to define it.
How's this for a couple of fun financial facts? The United Nations recognizes exactly 180 currencies worldwide. A lot, right? From the Czech Koruna to the Danish Krone, the Botswana Pula to the Mexican Peso. &nbs...
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22:01
The 'millionaire next door' has these 3 investment strategies in common
Whether it's legendary investor Warren Buffett, local billionaire Les Wexner or the low-key guy next door who just paid cash for a snazzy retirement beach condo, wealth builders of all stripes typically have three investment avenues to quote '<...
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24:24
Nearly 40% of college students do this and it increases college costs every time
Did you know 38% of college students transfer to different schools? When they do, the cost goes up, on average, $14,000 to eventually get that degree. (And of that 38%, 46% of them will transfer again!) So,...
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28:15
So why has your home and auto insurance gone up? Well .. it's complicated.
According to CNBC, the average cost of auto insurance rose more than 25% this year. In some states, that number was 40%! Many homeowners saw double-digit premium increases this year, too. So, what's going on? It'...
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34:20
This *one* thing is the cheapest and first line of defense in your cybersecurity protection
It's estimated there are 2200 cyberattacks every day and that's likely under-reported. You see the headlines of hackers getting into government departments, email servers and demanding ransom payments. But the notion breache...
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30:41
Understanding inflation. From straw hats and wearable technology to GDP and CPI.
While financial planners tend to be prudent and make evidence-based decisions on the wealth management side, we'll take $50 to Vegas that you didn't know this one; the consumption of straw hats was a marker for inflation in...
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18:53
The gifts of asset protection and estate planning: explaining wills, trusts and probate. All bets point to you having at least one asset tied up in probate
'I'm going to see my estate attorney later today' would likely come across as a very bougie thing to say to your next-door neighbor as you cross paths mowing the yard on a Saturday. Yes, 'estate planning' has an air to it ...
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37:36
If your retirement script isn't written, a leading expert and MIT say - that's okay
The MIT Age Lab says we have a 'longevity paradox' which actually derives from a good thing. What has humankind tried to achieve since the beginning of time on earth? Extend our time on earth. Now that we're living l...
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23:28
Navigating college costs: are you a Chevy, a Honda or BMW?
Sociologists tell us our cars depict our personalities, our likes and even our values. Well, a premiere college advisory expert wants you to think about the type of car you are when thinking about college for you or your kids.&nb...
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35:38
Want a raise or a new car? How not to negotiate against yourself
Our podcast host and founder of Keeler and Nadler, Andy Keeler, comes clean in the episode too. As you'll find out and come to know, Andy collects and loves old cars. Well, a recent negotiation to sell one didn't go so well. ...
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24:21
To snag those travel deals and save money on vacations, you have to do *one* thing
That one thing to find deals on travel is simple - put in the work. But don't worry, not only do we have a guide to finding those deals in this episode, we have a guide at Keeler and Nadler. CFP, Jessica Hultberg, ...
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34:25
Gold: bullion blunder or hopeful hedge for your investments?
We've all seen the commercials on cable TV, heard them on the radio and yes, there are even podcasts dedicated to investing in gold. In those :30 commercials, the verbiage often goes something like this, "Protect yourself agains...
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24:51
How to win friends, avoid impulse buys and influence yourself - using 'Decision Architecture' to optimize outcomes
If you have ever had buyers remorse or felt guilty after eating that bowl of ice cream before bed, Episode 4 of Financial Opportunities Uncovered is a must listen. Join us as our guest, Dr. Drew Hanks, Associate Professor of Huma...
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23:14
Should you buy, sell or re-balance as the Dow keeps breaking records? (Hello 40K!) History gives us a guide.
In 1924, the Dow Jones Industrial average hovered around 90 much of the year. That's not a typo. Fast forward 100 years and it broke 40,000 a few weeks ago. It's a number that moves markets, captures worldwide headline...
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24:42