Please login or sign up to post and edit reviews.
TDI Podcast: Back to Basics Series – Saving Lobster Traps (#741) - Publication Date |
- Nov 21, 2021
- Episode Duration |
- 00:49:35
The third of a four part series - Back to Basics. This is a great discussion with Kevin Hoffmann about "ways to Save" and the Lobster Trap Savings approach.
We start with a basic discussion of how to begin with a systematic savings plan and then work our way to 401ks and retirement planning.
A Look Ahead to 2022
REGISTER for the Webinar
Kevin Hoffmann is a key member of the Horowitz & Company, Inc. team. Kevin began his financial career in May of 2001 working on the floor of the Chicago Board of Trade. Kevin now heads operations, research and analytics for Horowitz & Company, Inc..
While attending the University of Wisconsin at Madison, he served a Financial Consultants Internship with Smith Barney. In 2004 Kevin graduated from UW-Madison with a bachelor‘s degree in Personal Finance and assumed a position as a derivatives trader for BMT Trading Group / Gelber Group. By October of 2005 he quickly rose the ranks to a Financial Planning Analyst for JMG Financial Group where he assisted with Financial & Tax Planning as well as Investment Management for high net worth clientele.
Kevin has been central to the development of the eNVESTOLOGY program for Horowitz & Company.
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at
IBKR.com
Learn More at
http://www.ibkr.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy -
https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info -
https://envestology.com/
Friday Pre-Market Run-Down Webinar Registration -
https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (AAPL), (META)
This episode could use a review!
This episode could use a review! Have anything to say about it? Share your thoughts using the button below.
Submit Review