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Taking Care of Business Podcast
Taking Care of Business provides unique insights to the economy along with behind the scene access to the financial industry and is presented to you by The Journeys Group. The Journeys Group is an independent registered investment advisory firm and information presented is for educational purposes only. Join Tommy and his son, George for weekly episodes as they discuss their passion for educating and preparing people for their retirement and as they share their thoughts on the overall financial landscape including investment, retirement, the stock market, and current event politics that relates to the financial world.
Episodes
125 episodes
TCB-Stock Markets and Elections
Join George and Tommy on today's episode as they dive into the effect political elections have on the overall stock market. With the upcoming election, there is one question that keeps popping up, "How will this affect the stock market?". You m...
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26:58
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TCB-Stock Market 101
On today's episode, Tommy and George dive into the basics of the stock market! What is a stock? How and why does the price change? It can seem overwhelming trying to digest the market as a whole, so tune is as we boil it down to basics. Tune in...
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26:59
TCB-Tax Deductions vs. Credits
On today's episode, George and Tommy discuss the more pleasant side of taxes...the difference between tax deductions and credits. Both play an integral part in filing your tax return, and knowing the difference can save you a lot of money if yo...
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26:59
TCB-Taxes
On today's episode, Tommy and George discuss everyone's favorite topic...taxes! With all the buzz about potential new tax laws lately, this is a great opportunity to go into more detail about taxes. Today, we're specifically diving into the man...
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27:08
TCB-To Worry, or Not To Worry?
On today's episode, Tommy and George discuss certain things that we as financial planners worry about, and the things that we don't worry about. There's a lot of worry and concern in our world today, and we have to decide what's important enoug...
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27:00
TCB-Who We Are
On today's episode, join Tommy and George while they talk about who we are at the Journeys Group, and what sets us apart from other firms. Our firm was started out of a desire to provide holistic financial planning to people while maintaining o...
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26:59
TCB-Financial Buzzwords
Join George and Tommy today as they discuss some of the most popular buzzwords floating around! With the availability of news and media all around us, there are more and more buzzwords being thrown around to describe the economy, and these word...
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26:59
TCB-Generosity
On today's episode, Tommy and George discuss the importance of generosity, and how to take control of your money. One of our favorite mantras at The Journeys Group is this, "Money is a tool. You can use it, or it can use you." If you are in a s...
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27:00
TCB-Medicare Q&A with Tommy
On today's episode, join Tommy and George for a personal Q&A about Medicare! Tommy is approaching 65 in November, so the time for him to sign up is rapidly approaching. Today's show is a very candid conversation where George answers any and...
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26:57
TCB-Medicare Crash Course
On today's episode, George and Tommy talk about the ABC's of Medicare! The financial industry has successfully made Medicare seem complicated through the sheer volume of information that is provided. The goal of today's show is to break it down...
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26:59
TCB-The Importance of Liquidity
Tommy is flying solo again on today's episode! Today's topic: liquidity. No matter what kind of economic environment we're in, it is vitally important to have a certain amount of liquidity on hand. Having that liquidity is a massive step toward...
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26:58
TCB-Preparing for a Political Storm
On today's episode, Tommy is flying solo! Join him as he discusses the upcoming political election, and how to prepare your financial future no matter who ends up in charge. The same principles apply despite who is running the country, so join ...
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26:59
TCB-Stock Prices
On today's episode, Tommy and George delve into the specifics of stock pricing. Wall Street is essentially a giant auction, and the price of a stock is affected just like an auction. There are several factors that come into play, tune in to hea...
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26:58
TCB-The Prime Interest Rate
On today's episode, Tommy and George discuss the prime interest rate. The prime rate is a hot topic in today's news, but it's rarely discussed in great detail. Today we talk about what exactly the prime interest rate is, how it affects us as co...
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26:59
TCB-Financial Chess
On today's episode, Tommy and George discuss a case study that highlights the kind of forward thinking that comes into play when planning for your financial future. Financial planning is like chess, we are constantly thinking and planning sever...
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26:59
TCB-4th of July Special
On today's episode, Tommy and George take a break from any financial topics to talk about Independence Day. We've got a myriad of fun facts and information about the 4th, and we invite you to join us for a more lighthearted episode today. Liste...
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26:59
TCB-Financial Misconceptions
On today's episode, Tommy and George go over some common financial misconceptions that people tend to fall victim to. These misconceptions may be holding you back from helping to achieve your financial goals, and the freedom that comes with it....
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26:59
TCB-Recipes
On today's episode, Tommy and George discuss the importance of having a recipe for your financial future. Just like baking a cake, it's very difficult to have a successful end product if you don't have a recipe to follow along the way. Your fin...
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27:00
TCB-Financial Priorities
On today's episode, Tommy and George discuss what your financial priorities should be. Specifically, they talk about tithing, emergency savings, and putting money away for retirement. Before any other budget item, these should be taken care of....
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26:59
TCB-Debt Management
On today's episode, Tommy and George discuss debt management. Debt can be one of the largest contributors to stress in someone's life, but there is always a way out. Today we discuss ways to avoid debt, as well as the ways to get yourself out f...
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27:00
TCB-Equity-Indexed Annuities
On today's episode, Tommy and George unpack and discuss equity-indexed annuities. Annuities often are vilified in the media, but are powerful tools in the right circumstances. Listen in to find out the good, the bad, and everything in between. ...
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26:59
TCB-Facts about Recessions
In today's episode, George and Tommy unpack recessions. The common rhetoric is that recessions are a world ending event, when in fact they are a healthy part of a normal and functioning economy. We review historical data about recessions, and d...
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27:00
TCB-Fees
Do you know what you're paying for your investments? On today's episode, Tommy and George delve into the impact of fees on your return, and the importance of understanding what exactly you're paying. Excessive fees can be one of the biggest kil...
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27:00