The Father and Son Financial Planning Team Podcast by Stokes Financial Group
The Father and Son Financial Planning Team Podcast by Stokes Financial Group
Skyler Stokes, CRPS®
Father and son financial planning team here to educate you on financial matters to help you make informed decisions for your future. Our goal is to give you some direction on the things we encounter on a daily basis. Roth IRAs, Estate Planning, Budgeting, 401(k), Real Estate, How to's, Living In Retirement and Helping Mom and Dad are a few of the topics we will discuss. Join us and we hope you learn some stuff! | | Member Finra/SIPC
008: Types of Investments (2 of 2)
As you might recall in our last episode 007, (but not to be confused with James Bond), stocks, bonds, mutual funds, ETFs and options are some of the most common investment options folks are aware of. But there are a myriad of investments out there if you know what to look for. In this second installment to Types of Investments, we dive into some of the more "secret" investments out there that can be a great addition to one's portfolio. Although, there are certain requirements that have to be met in order to gain access to these "Private Placement" investments. Cheers!
Sep 17, 2018
30 min
007: Types of Investments (1 of 2)
In this episode, Skyler and Brian dive into a few of the many types of investments that can be traded and are available to most people. You may have heard of a certificate of deposit (CD), stock, bond, mutual fund, ETFs or options, but here we try to give general guidance on what they are and who might benefit from each investment. If you have questions or would like us to discuss something in more detail, send us a note and we'll be happy to talk specificities depending on the situation. Thanks for your continued support!
Aug 30, 2018
41 min
006: Types Of Accounts
IRA? Checking? Qualified? Non-Qualified? What are all of these types of accounts and what do they mean? In this episode, we help uncover the differences between a variety of accounts. We'll answer what the purposes are to have one account over another, how to open them and some of the simplicities behind each one. Because there are rules and regulations for each account, this is a broad overview of how the accounts are set up and the key points to each. We'll dive into them individually and give you more details on how they work at a later date. Enjoy!
Aug 10, 2018
25 min
005: The Stock Market
In this episode, Brian and Skyler discuss the stock market and how it works. Join us on the history of stocks, what a stock is and more. From Bob... wait, no... Jacob Marley to the East India Trading Company (yes, it was an actual thing outside of the Pirates Of The Caribbean movies), you'll learn some interesting facts about what we in the finance industry call "The Markets". Please subscribe to the show and share with your friends and family. We appreciate your ongoing listening support! Cheers!
Jul 24, 2018
40 min
004: Personal Insurance
Hey crew, This is the 4th episode of our fledgling podcast and our esteemed colleague and Stokes Financial Group team mate, Mr. Duane Knopke joins us to discuss personal insurance. Duane is an expert in insurance, has been in the industry for over 40 years and has seen first hand the effects of having (or not having) a life insurance policy in place for families. Listen in as we talk about his experiences, a few facts on life insurance and we hope you find a chuckle or two along the way.
Jun 28, 2018
35 min
003: Debt
Hey ya'll, thanks for checking back in with us. Today, we're talking about a bad, four letter word that if you muttered, would prompt grandma to fetch her fels-naptha soap to wash the filth from your mouth... Debt. In this episode, we hope to bring to light some of the ways people get into debt and some potential strategies to reduce the interest you may be paying. We'll give you a few numbers on the amount of interest a normal family/person would see if they had a mortgage, car loans, student loans, and credit cards which is meant to give you the motivation to tackle the issue starting RIGHT NOW!
Jun 7, 2018
32 min
002: Budgets
If you've ever wondered about the first step into the financial planning process, here it is. Starting and working with a budget can give you a better understanding of what you're making, what your spending and how you might be able to save more. Cheers!
May 31, 2018
23 min
001: Who We Are
Dive into our first episode and learn about who we are. We'll cover where we live, our passions, what we do and more. Cheers!
May 10, 2018
13 min