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Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
Andy Keeler
36 episodes
6 days ago
What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habits that actually stick, and the levers you can pull when life gets messy. We start with the 20s, where building a positive net worth, automating small contributions, and shaping good credit can matter more than hitting big balances. In your 30s, complex...
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Investing
Business
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What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habits that actually stick, and the levers you can pull when life gets messy. We start with the 20s, where building a positive net worth, automating small contributions, and shaping good credit can matter more than hitting big balances. In your 30s, complex...
Show more...
Investing
Business
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From Spice Routes to Sharpe Ratios:  Building Smarter Portfolios with a History Lesson
Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
30 minutes
3 weeks ago
From Spice Routes to Sharpe Ratios:  Building Smarter Portfolios with a History Lesson
Think your returns tell the whole story? We challenge that belief by walking through the real engine of smarter investing: the relationship between risk, return, and correlation—and how those forces shape a portfolio you can actually live with. Andy, and Mark Beaver, the head of our investment team, revisit the elegant logic behind modern portfolio theory, map assets onto the efficient frontier, and show where many investors unknowingly take more risk than they need to. We keep the mat...
Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habits that actually stick, and the levers you can pull when life gets messy. We start with the 20s, where building a positive net worth, automating small contributions, and shaping good credit can matter more than hitting big balances. In your 30s, complex...