DiscoverAsk Peggy Doviak About Your Finances!
Ask Peggy Doviak About Your Finances!

Ask Peggy Doviak About Your Finances!

Author: Peggy Doviak

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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.
50 Episodes
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ASK PEGGY SHOW FOR 7-15-19

ASK PEGGY SHOW FOR 7-15-19

2019-07-1500:29:001

Bulls and Bears Market Report for Week Ending 7/12/2019; Legislative Update on SEC "Best Interest" Definition (or lack thereof) and Alex Acosta's Resignation and the Fiduciary Rule; Plan Your Prosperity on Saving for Holidays and Vacation; Ask Peggy How to Tell Children You Can't Afford Something.This show is educational, not investing advice. Investing is risky, and you can lose money. Talk to your financial team about what strategies will work best for you.
ASK PEGGY SHOW FOR 7-8-19

ASK PEGGY SHOW FOR 7-8-19

2019-07-0800:29:001

Bulls and Bears Market Report for Week Ending 7/5/2019 Legislative Update on Massachusetts Fee DisclosuresPlan Your Prosperity on Investing in FireworksAsk Peggy How to Save For Retirement if Your Employer Does Not Have a PlanThis show is educational, not investing advice. Investing is risky, and you can lose money. Talk to your financial team about what strategies will work best for you.
ASK PEGGY SHOW FOR 6-28-19

ASK PEGGY SHOW FOR 6-28-19

2019-07-0200:29:00

Bulls and Bears Market Report discussing G20 and interest rates; Legislative Update on House of Rep. actions concerning Reg BI; Plan Your Prosperity on raising your credit score; Ask Peggy about retirement spending rules of thumb.This show is educational, not investment advice. Investing is risky, and you can lose money. Discuss any ideas with your financial team before implementation.
ASK PEGGY SHOW FOR 6-24-19

ASK PEGGY SHOW FOR 6-24-19

2019-06-2400:29:00

Market Report for week ending 6/21/2019; Legislative Update on fiduciary language in Reg BI; Plan Your Prosperity on Paying off Debt; Ask Peggy how to take required minimum distributions (RMDs).Weekly personal finance and financial planning show that is educational, not investing advice.
ASK PEGGY SHOW FOR 6-17-19

ASK PEGGY SHOW FOR 6-17-19

2019-06-1700:29:00

Bulls and Bears Market Report for the week ending 6/14/2019; Legislative Update on "Reg BI" and lenders; Plan Your Prosperity on saving money; Ask Peggy about actions by the Federal Reserve.Weekly personal finance and financial planning show that is educational, not investing advice.
ASK PEGGY SHOW FOR 6-10-19

ASK PEGGY SHOW FOR 6-10-19

2019-06-1000:29:00

Bulls and Bears Market Report for 6/7/2019; Legislative Update on SEC Reg BI; Plan Your Prosperity on Saving an Emergency Fund; Ask Peggy How to Spend Less Than You Earn.Weekly personal finance and financial planning show that is educational, not investing advice.
ASK PEGGY SHOW FOR 5-20-19

ASK PEGGY SHOW FOR 5-20-19

2019-05-2000:29:00

Bulls and Bears Market Report 5/17/2019; Tariff Mania!; Impact or Not of Corporate Regulation; Plan Your Prosperity on Budgets; Ask Peggy How to Plan Your Wedding on a Budget
ASK PEGGY SHOW FOR 5-6-19

ASK PEGGY SHOW FOR 5-6-19

2019-05-0700:29:00

Bulls and Bears Market Report for Week ending 5/3/2019 with Economic Update on the Jobs Report; Legislative Update on Federal Reserve Board; Plan Your Prosperity through Making Good Financial Goals; Ask Peggy What to do When You Graduate From College
This show features some of the best questions submitted to "Ask Peggy Doviak About Your Finances"!
ASK PEGGY SHOW FOR 4-15-19

ASK PEGGY SHOW FOR 4-15-19

2019-04-1500:29:00

Bulls & Bears Market Report For Week Ending 4/12/19; Legislative Update on Peggy's trip to OK capitol, proposed caregiver legislation, and SEC investor education; Plan Your Prosperity on charitable giving; Ask Peggy how to tell research and awards from marketing
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