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Making Finance Fun

Business & Economics Podcasts

Welcome to Peoria Illinois' premiere financial podcast! On the show, CERTIFIED FINANCIAL PLANNER™ and author, Rockie Zeigler III, discusses investing and personal finance in a fun and easy to understand manner. We will also dig into topics such as taxes, the stock markets, debt pay-down strategies, how to increase your credit score, college savings accounts, how to protect your money from economic downturns and much more! Let us know how we're doing! Leave us a review or reach us at: Rockie@rpzeigler.com or FinancialPlannerPeoriaIL.com

Welcome to Peoria Illinois' premiere financial podcast! On the show, CERTIFIED FINANCIAL PLANNER™ and author, Rockie Zeigler III, discusses investing and personal finance in a fun and easy to understand manner. We will also dig into topics such as taxes, the stock markets, debt pay-down strategies, how to increase your credit score, college savings accounts, how to protect your money from economic downturns and much more! Let us know how we're doing! Leave us a review or reach us at: Rockie@rpzeigler.com or FinancialPlannerPeoriaIL.com

Location:

United States

Description:

Welcome to Peoria Illinois' premiere financial podcast! On the show, CERTIFIED FINANCIAL PLANNER™ and author, Rockie Zeigler III, discusses investing and personal finance in a fun and easy to understand manner. We will also dig into topics such as taxes, the stock markets, debt pay-down strategies, how to increase your credit score, college savings accounts, how to protect your money from economic downturns and much more! Let us know how we're doing! Leave us a review or reach us at: Rockie@rpzeigler.com or FinancialPlannerPeoriaIL.com

Language:

English


Episodes

Episode #44: Mutual Fund Fees [Mutual Fund FUNdamentals Part II]

11/24/2020
Today is part II of my latest Making Finance Fun series: mutual fund FUNdamentals. In this episode, I’m going to talk about US stock fund fees. Believe it or not, there is generally more than one fee involved. We will talk about active and passive domestic stock mutual funds, the two main types you can purchase, and the four kinds of fees that you may pay to own a mutual fund. Don’t miss it! Outline of This Episode Fee #1: The Expense Ratio The expense ratio is basically a management fee....

Duration:00:27:07

Episode #43: WMBD TV's Rebecca Brumfield

11/18/2020
On this episode, I have a very special guest on the show: WMBD TV Anchor & Television Producer Rebecca Brumfield! We discuss her recent wedding, her day to day life as a local news anchor/producer, as well as a look behind the scenes on what it's like to be a news anchor. Connect With Rockie Website@AnxiousAdvisorLinkedIn Subscribe to the show on the app of your choice

Duration:01:11:40

Episode #42: Mutual Fund FUNdamentals [Part I]

11/10/2020
What are mutual funds? Why would you want to buy them? How can you buy them? These are just a few of the questions I’m going to answer in—drumroll please—a whole series about mutual funds. In this episode of Making Finance Fun, I’ll cover the mutual fund fundamentals: what they are, their history, why they were created, and more. If you’re interested in investing in mutual funds, do not miss this series! Outline of This Episode What are mutual funds? According to Fidelity, Mutual Funds...

Duration:00:19:36

Episode #41: My 3-Step Guide to Start Investing

10/27/2020
Are you new to the investment game? Do you know how to get started? If you’re a beginner looking for a simple guide to get on your feet, this episode of Making Finance Fun is for you. I’ll help you define why you’re investing, how you’re going to invest, and what you’re going to invest in. My 3-step guide to get started is so easy, a caveman could do it. (But really, who else remembers those hilarious commercials?) Outline of This Episode #1: WHY are you investing? You need to define why...

Duration:00:28:32

Episode #40: Do Elections Impact the Stock Market?

10/13/2020
It seems like it’s been an insanely nasty election season, doesn’t it? Many people are left wondering how it’s impacting the stock market—and your investments. An election season riding the wake of the Coronavirus pandemic leaves everyone with a lot of uncertainty. So what should you do with your current investments? In this episode of Making Finance Fun, I talk about the historical impact of elections on the stock markets. I also share a few things I’d recommend NOT doing with your...

Duration:00:35:50

Episode #39: My Top 40 Personal Finance Tips

9/29/2020
In honor of my upcoming 40th birthday (which may or may not be on October 3rd), this episode of Making Finance Fun is a special edition. In this episode, I share my top 40 investment tips, personal finance tips, and observations from my 13-year career as a financial advisor. I share ten tips in this post. But if you want to hear ALL of the wisdom I’ve learned throughout the years, give the whole episode a listen! Outline of This Episode Tip #2: Have a reason you’re investing Too many...

Duration:00:39:54

Episode #38: The “Money Honey” Rachel Richards Shares How YOU can Retire at Any Age

9/15/2020
How can you retire at any age? What does it require? The “Money Honey” Rachel Richards is my guest on today’s episode of Making Finance Fun. Rachel is a former financial advisor, the best-selling author of two books, a real estate investor—and she retired at 27 with $15,000+ a month of purely passive income. In this episode, she shares what motivated her to build a passive income large enough for her to retire early. She also talks about HOW she made it happen. Free Gift To All Our...

Duration:00:48:21

Episode #37: The WHY Behind Stock Splits

9/1/2020
What are stock splits? Why would a company want to split their stock? Did you know you can now by fractional shares of a company? In this episode of Making Finance Fun, I talk about what a stock split is and why companies do them. I also touch on Apple and Tesla’s upcoming stock splits and what could happen in the aftermath. Lastly, I refute some common misconceptions about stock splits. If you’re wondering what all the fuss is about stock splits, this is a can’t-miss episode. Outline of...

Duration:00:23:54

Episode #36: The Listener Q&A Show

8/18/2020
What is whole life insurance? Should you invest outside of a work-funded retirement plan? How will the election influence the stock market? The questions have been rolling in! So in this episode of Making Finance Fun, I finally give you some answers. If these are some of the questions that have been on your mind—give it a listen! Outline of This Episode Just what is whole life insurance? What is whole life insurance? According to Investopedia, “Whole life insurance provides coverage for...

Duration:00:36:25

Episode #35: What is a Stock Anyways?

8/4/2020
What is a stock? What are the main types of stock? How can you buy stock? If you’re new to the world of investing—or simply want a refresher on industry terminology—listen to this episode of Making Finance Fun. Beginners and savvy investors alike can all benefit from getting back to the basics! Outline of This Episode What is a stock? According to Investopedia, “A stock is a security that represents the ownership of a fraction of a corporation.” NerdWallet defines stock as “A type of...

Duration:00:14:38

Episode #34: Explaining the 4 Types of ETFs

7/21/2020
There are four main types of ETFs: passive, active, factor, and sector. In 2019—According to this article—there were 6,970 ETFs globally. With so many options to choose from, how do you determine which fits your investment mix? Or if you want to invest in an ETF at all? In this episode of Making Finance Fun, I explain the four different types of ETFs to give you the information you need to accomplish what you want with your investments. Outline of This Episode What is a passive...

Duration:00:21:11

What Does The Phase 4 Reopening Plan Mean For The Peoria IL Area?

7/14/2020
Recently, the North Central region of Illinois advanced into Phase 4 of the Restore Illinois coronavirus response package put together by JB Pritzker. Indoor dining has resumed (on a limited basis), as has the ability for movie theaters to resume operations. Phase 4 is entitled "Revitalization." While face coverings are still to remain the norm in this phase, we have begun to "reopen." What does this mean for our local economy here in Peoria IL? If you are a small business owner, what are...

Duration:00:23:00

Episode #32: Cash Balance Pension Plans 101

7/7/2020
What is a cash balance pension plan? What do you do with a cash balance pension plan? How is money contributed and how is it dispersed when you retire? In this episode of Making Finance Fun, I answer some frequently asked questions about this specific type of pension plan. If you work at the Hallmark Cards Inc. facility in Metamora, IL—this episode is for you! Outline of This Episode Just what is a cash balance pension plan? According to Investopedia, A cash balance pension plan is: “A...

Duration:00:13:30

Episode #31: Choosing Between Mutual Funds and ETFs [4 Key Differences]

6/23/2020
What is the difference between a mutual fund and an ETF? Which should you buy—a mutual fund or an ETF? What are the deciding factors? In this episode of Making Finance Fun, I take a deep dive into mutual funds and ETFs. I’ll define the two terms, talk about FOUR key differences, and even give you a glimpse into the book I wrote: Mutual Funds Are So 1999: How & Why ETFs Have Disrupted the Trillion Dollar Mutual Fund Industry.If you’ve thought about investing in mutual funds or ETFs, don’t...

Duration:00:35:39

Episode #30: A Discussion With RP Zeigler Investments Operations Manager Amanda LeQuia

6/18/2020
On today's episode, we get to know Amanda LeQuia a little bit better. Among other things, she is the Operations Manager at my firm RP Zeigler Investments, the Operations Manager at The Pizza Peel, a military fiance, and just flat out a great person to be around. We dive into such topics as her upcoming wedding this fall, her job duties here at the firm and at the Pizza Peel, her current obsession with candles, favorite movies, guilty pleasures, hobbies and much more. "I'm an open book," as...

Duration:00:44:45

Episode #29: Has the Stock Market Stabilized? [My Opinion]

6/9/2020
Has the stock market reached a point of stabilization? Are the volatile swings up or down beginning to equalize? In this episode of Making Finance Fun, I’m going to do my best to answer that question. I’ll define what ‘stabilization’ means, look at how the S&P 500 and Dow Jones behaved in March-May, and address where we could go from here. After you hear the information I present, I’ll let YOU decide where the market stands. Outline of This Episode What IS the definition of...

Duration:00:16:06

Episode #28: Are Low Oil Prices Good Or Bad For The Economy?

5/26/2020
Oil prices have been all over the board in recent months. We even saw a barrel of oil drop into negative price territory, which is an extremely rare event. Gas prices have been very volatile, as well. What does this mean for our economy on both a local and national scale? If you'd like to know my thoughts, tune it today! Connect With Rockie Website@AnxiousAdvisorLinkedIn

Duration:00:22:01

Episode #27: Large or Small Tax Return: Which is Better?

5/12/2020
Tax return season is upon us and with it comes many unwanted opinions. Some experts say that it’s better to aim for a small or break even tax return so you keep the extra income throughout the year. Others understand that people prefer a large return that feels like a yearly “bonus”. So which is better? Is there a right or wrong answer? Listen to this episode of Making Finance Fun for my hot take. Outline of This Episode Plain and Simple: Most Americans Can’t Budget Americans—across the...

Duration:00:13:27

Episode #26: The Economic Data is BAD—So Why is the Stock Market UP?

5/5/2020
This is one of the questions my clients are asking frequently right now: HOW is the stock market performing well when the economic data that’s being released is SO bad? In this episode, I talk about 3 things: what the economic data is, how the stock market and the economy are linked, and WHY the stock market is still performing. If this is one of the questions burning in your mind—listen now. Outline of This Episode What does the stock market look like? Looking at the numbers can be...

Duration:00:22:54

Episode #25: Coronavirus Makes It Easier To Withdraw Money From Your 401(k) and/or IRA

4/28/2020
If you have a 401(k) and/or IRA, listen up. Big changes have arisen due to COVID-19 that allow you to make easier, and more tax friendly withdrawals from your retirement account(s). I go over all of the recent changes in this episode. As always, a written review is greatly appreciated. If you leave a written review, send a screenshot of it to Rockie@rpzeigler.com and I'll send you my most recent report: My Thoughts On The Coronavirus and The Stock Markets. Resources & People...

Duration:00:15:33