))
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 ...
…
continue reading
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, choosing the right school the first time saves dollars but also saves worry and anxiety for both the student and parents. Cozy Wittman of Colle…
…
continue reading
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's not just inflation driving up costs; it's more extreme weather patterns for homeowners and more accidents and more complex cars for driv…
…
continue reading
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 breaches are coming from guys sporting hoodies, living in dark basements and hacking into the FBI is largely the stuff of Hollywood. …
…
continue reading
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 the early 1900's. Today, those markers include everything from computers and cars to clothes and cell phones. Inflation has be…
…
continue reading
1
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
37:36
'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 of gated mansions, manicured lawns, and brick-paved driveways but the truth is, if you own any home and have some savings, you h…
…
continue reading
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 longer, research shows we don't really know what to do with all the extra time. MIT has created a model of 4 phases of life divided int…
…
continue reading
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. It makes sense if you think about it; do you want a university with some pizazz, a little glitz and glamour? Or is that col…
…
continue reading
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. Enter - Kwame Christian. Actually, Andy's example is just one of many discussed in this episode. Kwame hosts the #1 negotiati…
…
continue reading
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, has been snagging travel deals since she was in college and for years since on flights, vacations and hotels. She loves this stuff! She …
…
continue reading
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 against the churn of world events and the up-and-down stock market with safe, secure precious metals like gold..." So, should yo…
…
continue reading
1
How to win friends, avoid impulse buys and influence yourself - using 'Decision Architecture' to optimize outcomes
23:14
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 Human Sciences at The Ohio State University, explains how we can prevent ourselves from making decisions we might later regre…
…
continue reading
1
Should you buy, sell or re-balance as the Dow keeps breaking records? (Hello 40K!) History gives us a guide.
24:42
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 headlines and can even shape political campaigns. And yet, the Dow is only comprised of 30 companies. 30 LARGE companies but 30 nonetheless.…
…
continue reading
Mollie Steiner knows a lot about health, fitness and longevity to life. She also knows a lot about being grateful for all three. She's an amazing athlete herself and has motivated and taught thousands of people in fitness classes over the years. Today, she brings her knowledge, energy and vision to the City of Dublin as Recreation Administrator for…
…
continue reading
Can you believe back the in the day, I'd fill out a tax return with a No.#2 pencil first and snail mail it back to the IRS? Okay, I'm not ancient but I have a little gray hair and that's a good thing because I've seen a couple of decades worth of financial planning do's and don'ts. I'm Andy Keeler and I lead Keeler and Nadler Family Wealth and we'r…
…
continue reading
