Simple Smart Investing Brought to you by Cory Shrader, CFA, CFP
Welcome to The Simple Smart Investing Podcast, with your host Cory Shrader, CFA, CFP, CMT founder of Black Creek Wealth Management in Jacksonville, Florida. With over 15 years of investment experience in such areas as trading stocks and options, portfolio management, and real estate, Cory is the coach to turn to for investing advice. This show will help you gain confidence when you own your financial decisions. Over his 12+ years of planning and investment management, Cory has seen countless cases of people having too much information to make a comfortable decision, or what is known as paralysis by analysis. Through this podcast it is his mission to make the complex simple, take the noise and distill it in a way that everyone can understand. Each week will be dedicating time to take a skeptical look at actual investments and trading strategies.
Episodes
In this episode, I invited a medicare specialist to talk about common misunderstandings as people approach Medicare age. Teresa does an amazing job.
Teresa Mask - Agency Owner Life, Retirement, Medicare, Employee Group, Voluntary Benefits & Individual Health
Kansas City Life Field Manager - 95863-S
Colonial Life District Agent - 733256
In this episode, Cory discusses his thoughts around how CHATGPT or an equivalent may be a potential or extreme threat to the financial advisory world. Listen in!
In this episode, Cory helps address the even more problemsome issues with making hard choices on taking profits. Listen in!
In this episode, I bring to the forefront why we make some of the choices we do when trying to investing or trade. Listen in to Part one!
IN THIS EPISODE, CORY INVITES MARCUS, A NEW INVESTOR, TO ASK A COUPLE OF QUESTIONS ON HOW TO GET STARTED DOING INVESTING AND WHERE TO DO IT AT. LISTEN IN!
IN THIS EPISODE, CORY DISCUSSES THE MINDSET TO HAVE WHEN THINKING ABOUT DOING OR CONVERTING TO A ROTH. LISTEN IN!
In this episode, Cory talks about the withdrawal rule of thumb 4%. Spoiler it's more than you think it is. Listen in.
In this episode, Cory addresses a way that the next generation can start focusing on using time to their advantage to invest and save. Listen in.
In this epidsode, Cory throws out some ideas around the concept of needing to be a Millionaire to retire. Spoiler alert, you don't. Listen in.
In this episode, Cory explains a couple of things to watch out for when investing and gives some tips to help out. Listen in!
In this episode, Cory talks about the other options outside the 529 plan that you should consider when saving for your childs goals and/or education. Listen in.
In this episode, Cory explains how to best control yourself and set defined rules to help you do better than everyone else. It all comes from his education and experience in investing and trading for over 15 years. Listen in!!!
In this episode Cory talks about how you can do even more to save on an after tax and tax free basis. Listen in!
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In this episode Cory hones in on self employed business owners and lets them know about how to drastically reduce taxes and save more for retirement. Listen in!!
Use more than just your retirement savings to get what you want. Sharing ideas to get what you want in the future today.
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