Ask Peggy Doviak About Your Finances!
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Welcome to "Ask Peggy Doviak About Your Finances!" This channel offers Peggy's weekly radio show and is divided into four sections:
Bulls and Bears Market Report and Economic Update,
Legislative Update,
Plan Your Prosperity
Ask Peggy--your opportunity to ask a question!
When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that what happened to her mother never happened to anyone else.
She earned her CERTIFIED FINANCIAL PLANNER(TM) practitioner designation and went on to earn a Master’s in Finance, Financial Analysis, even though she already had a Ph.D. in education. Active in her profession, Peggy is a member of the Women in Finance (WIN) Initiative of the CFP Board. She is also a consumer advocate for financial issues, including a mandatory fiduciary duty from financial professionals, through her membership on the Legislative and Regulatory Issues Committee of the Financial Planning Association.
However, perhaps Peggy’s greatest shaping of the profession has come through staying in education. She has taught literally thousands of financial advisers in classes covering advanced certifications, the preparatory curriculum for the CFP exam, and master’s level courses in financial planning.
Although Peggy Doviak can’t keep every consumer safe, she keeps trying.
Learn more at www.peggydoviak.com!
All of the information on this channel is educational, not investment advice. Investing is risky, and you can lose money, and past performance is not indicative of future performance. Consult your financial team before implementing any ideas you learn here.
Bulls and Bears Market Report and Economic Update,
Legislative Update,
Plan Your Prosperity
Ask Peggy--your opportunity to ask a question!
When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that what happened to her mother never happened to anyone else.
She earned her CERTIFIED FINANCIAL PLANNER(TM) practitioner designation and went on to earn a Master’s in Finance, Financial Analysis, even though she already had a Ph.D. in education. Active in her profession, Peggy is a member of the Women in Finance (WIN) Initiative of the CFP Board. She is also a consumer advocate for financial issues, including a mandatory fiduciary duty from financial professionals, through her membership on the Legislative and Regulatory Issues Committee of the Financial Planning Association.
However, perhaps Peggy’s greatest shaping of the profession has come through staying in education. She has taught literally thousands of financial advisers in classes covering advanced certifications, the preparatory curriculum for the CFP exam, and master’s level courses in financial planning.
Although Peggy Doviak can’t keep every consumer safe, she keeps trying.
Learn more at www.peggydoviak.com!
All of the information on this channel is educational, not investment advice. Investing is risky, and you can lose money, and past performance is not indicative of future performance. Consult your financial team before implementing any ideas you learn here.
109 Episodes
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This week's show features the following topics:Social Security Viability Climate Disclosure Rules Planning Your Summer Vacation What’s Negative Election?
Debt Ceiling Again, Emailed Financial Docs, Look Up! Be Brave! Happy Mother's Day! https://www.investmentnews.com/top-democrat-opposes-bill-facilitating-e-delivery-of-investment-documents-23687552 Weeks to Well-Being, "Chapter One"
Rate Hike Pause Accredited Investor RulesTips for GraduatesAvoiding Fraudhttps://www.investmentnews.com/house-committee-oks-bills-expanding-pool-of-sophisticated-investors-236843
Frustrating Markets, Slaughtering Pigs (Metaphorically), Planning for Severe Weather, Default funds in 401(k)s
Money Market Funds, Adviser Record Expungement, Tax Withholding, DC Emancipation Day
Recession Relief, Dinner and a Sell, Inherited RMDs Clarified, Tax Returns vs Tax Liability
FDIC Limits, Beware Celebrity Endorsements, Emergency Funds, Taxes on Investments that Lost Money in 2022
This week's show featuresWhat's a Pump and Dump Scheme? Will Congress Forgive Student Loan Debt? How Do You Talk to Your Partner About Money? Are Gifts to Your Partner Taxable? https://www.thinkadvisor.com/2021/02/05/lawsuit-alleges-broad-conspiracy-on-gamestop-trading-restrictions/?kw=Lawsuit%20Alleges%20Broad%20Conspiracy%20on%20GameStop%20Trading%20Restrictions&utm_source=email&utm_medium=enl&utm_campaign=dailywire_2storytemplate&utm_content=20210205&utm_term=tadv"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
This week's show focuses onWhat's Up With Bitcoin Summarizing Recent Biden Appointees Saving Enough For Retirement Roth Taxability Summary https://www.reuters.com/article/crypto-currencies-int-idUSKBN29R02K "Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
This weeks topics:Market Surprises and Investing Understanding the New PPPChoosing a Financial AdviserTrading in an IRA www.thinkadvisor.com/2021/01/08/new-ppp-loans-questions-and-answers/?kw=New%20PPP%20Loans:%20Questions%20and%20Answers&utm_source=email&utm_medium=enl&utm_campaign=dailywire_2storytemplate&utm_content=20210108&utm_term=tadv "Ask Peggy Doviak About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
This week's show features the follow segments:COVID Relief Update 401k Rollover LegislationFinancial Goals for 2021Retirement Distributions "Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
Show for Week of 12/14/2020Market Report and Pricing Nontraded REITsChanges in Advertising Laws for Investment AdvisorsPNI's 12 Days of Christmas Price Index Ask Peggy About the Fine Print in Insurance Policies Credit: https://www.pnc.com/en/about-pnc/topics/pnc-christmas-price-index.html#about "Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
Last Week's Job Numbers, Stimulus, and Fed ActionStudent Loan Repayment and PPP's Impact on Tax DeductionsFun Financial Facts About ChristmasAsk Peggy About Federal Reserve Actions https://www.opploans.com/blog/20-weird-financial-facts-about-christmas/ "Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
Market Expectations for the Rest of 2020 Financial Regulation Under a Biden AdministrationInvestor Behavior in 2020 Why Use the Word Prosperous?https://www.schwabfunds.com/befi-barometer-2020"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
What are the markets doing before the election?Are you investing or gambling?Why are socially conscious funds being blocked from 401k plans?How do I choose a small business retirement plan?How can I tell real investment news from hype and lies?
What do money managers expect for 2021 and beyond? How has COVID impacted individual's financial situations? What steps can I take so my money won't be scary? How much can my heirs inherit without fear of estate tax? https://www.marketwatch.com/articles/u-s-money-managers-like-the-outlook-for-stocks-51602895185https://www.pewsocialtrends.org/2020/04/21/about-half-of-lower-income-americans-report-household-job-or-wage-loss-due-to-covid-19/"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
Why does the market go down when I thought it would go up? How do the new IRA contribution rules work? What's the 2020 Social Security COLA? What happened to Chadwick Boseman's estate? https://www.irs.gov/pub/irs-drop/n-20-68.pdfhttps://www.marketwatch.com/story/black-panther-star-chadwick-boseman-didnt-have-a-will-like-many-americans-2020-10-16?mod=home-page"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
Market Summary for October 5-9, 2020Earnings and the S&P 500Earnings Season ExplainedWhat's the P/E Ratio? Repaying the PPPFunding Your 401(k) https://www.marketwatch.com/story/us-corporate-earnings-reports-will-shine-a-light-on-the-uneven-playing-field-in-the-year-of-the-pandemic-2020-10-09?mod=home-page"Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
Market Review for Q3 and YTD 2020Why Aren't RIAs using the term "Fiduciary"? Biden's Tax ProposalRemembering my Friend Randy Laffoon https://www.investmentnews.com/rias-fiduciary-standard-websites-197618https://www.kitces.com/blog/biden-tax-plan-cuts-democrat-proposal-capital-gains-396-increase-estate-exemption-retirement-credit/?utm_source=rss&utm_medium=rss&utm_campaign=biden-tax-plan-cuts-democrat-proposal-capital-gains-396-increase-estate-exemption-retirement-credit&utm_source=Nerd%E2%80%99s+Eye+View+%7C+Kitces.com&utm_campaign=ea8a9fd9db-NEV_MAILCHIMP_LIST&utm_medium=email&utm_term=0_4c81298299-ea8a9fd9db-57033753 "Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
This show is Vol. 9, featuring some of the best questions submitted to the "Ask Peggy" show. "Ask Peggy About Your Finances" helps people understand their money. Each week, Peggy Doviak explains the stock market, financial legislation, and financial planning topics. Listeners can also submit questions to www.askpeggy.com.
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