The Moneyworks

This show covers some of the common options for education savings.  We hit on 529 plans, UTMAs, and Educational Saving Accounts, to name a few.  In the second half, Nate and I take a light-hearted look at ways to save money at the pump by conserving gasoline.  You might think you’ve heard it all before, and you probably have, but not like this. 

Confused about annuities?  You’re probably not alone.  Many people have them, few understand what they really are and how they work.  Too often, the public is either being sold one (sometimes unethically) or they are being told to stay away.  In this show, Nate and I seek the middle ground to give you a neutral look at several different types of annuities in the marketplace today. 

Ever wonder exactly how your retirement plan at work . . . works?  You’ll find out here.  Even those who have a pretty good grasp on the basics might gain something new by listening to the segment relating to their type of plan.  Here’s a breakdown of the subject times so you can jump to the plans you’re interested in- Common Plan Types 401(k)    4:57        403(b)  16:43       457       24:45 Small Business Plans SEP IRA   35:40     Single(k)    ...more

So you want to invest like the pros eh?  Be careful who you consider a “pro” when it comes to managing your money.  This show is about financial self-defense.  Nate and I discuss some of the ways predatory salespeople are trying to get their hands on your cash with a variety of creative, and often quite effective, marketing tactics. 

Tired of making your own money?  Have your money do it for you!  In this program we talk about all the different ways money makes money, a.k.a. interest.  Investment and savings accounts can make money several different ways, we’ll hit on the most common types here.  We also discuss the tax treatment of different kinds of interest.

This show is all about the most basic concepts of money and the types of it that exist in the financial marketplace.  This is one you might want to replay once or twice to make sure you have a good grasp on the content.  Even Nate learned a thing or two while we were recording.    In the second half of the show, we talk about how much money all of us throw away week after week on food costs.  Some of the figures we reveal will astound you.  I’ll also give some tips for fattening up your...more

Nate and I beat each other up a bit over the current state of the economy and how it relates to investment accounts.  In the second half of the show I talk about how to build a well-diversified portfolio and why it is important to have one. Since this is our first show, I welcome any feedback about how we can make it even better. 

Nick Edwards is a Registered Representative and Registered Investment Advisor Representative of Veritrust® Financial, L.L.C.  Member FINRA, SIPC, MSRB. Veritrust® Financial, L.L.C. is a Registered Broker/Dealer and Registered Investment Advisor.  If you would like to contact Veritrust® Financial, L.L.C., you can do so by dialing 1-800-919-9649.  Nick is also a Certified Financial Planner(tm) Professional providing advisory services with [...]

So you want to invest like the pros eh?  Be careful who you consider a “pro” when it comes to managing your money.  This show is about financial self-defense.  Nate and I discuss some of the ways predatory salespeople are trying to get their hands on your cash with a variety of creative, and often quite effective, marketing tactics. 

Tired of making your own money?  Have your money do it for you!  In this program we talk about all the different ways money makes money, a.k.a. interest.  Investment and savings accounts can make money in a myriad of different ways, we’ll hit on the most common types here.  We also discuss the tax treatment of different kinds of interest.