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Taking Care of Business Podcast
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Taking Care of Business Podcast

Author: The Journeys Group

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Taking Care of Business provides unique insights to the economy along with behind the scene access to the financial industry and is presented to you by The Journeys Group. The Journeys Group is an independent registered investment advisory firm and information presented is for educational purposes only. Join Tommy and his son, George for weekly episodes as they discuss their passion for educating and preparing people for their retirement and as they share their thoughts on the overall financial landscape including investment, retirement, the stock market, and current event politics that relates to the financial world.
100 Episodes
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TCB- Asset Allocation

TCB- Asset Allocation

2024-01-1026:59

Join in on today's episode to hear Tommy and George discuss asset allocation. Reviewing your investment portfolio to see where your assets are allocated is a great way to see if it is still appropriate for where you are at in life. Our lives are constantly changing so that is why it is important to always review and keep and eye on things to ensure you are getting the best thing for you at that moment. Tune in now to hear more!
Happy New Year to all! To jump into the new year, Tommy and George will be discussing a financial checklist you all should be reviewing to start your year off right. Having a guideline of the things to review and look our for is imperative to your financial security. So, don't miss out tune in now to hear more!
In this episode, George and Tommy will be discussing the importance of Christmas including what Christmas is truly about (GOD). The Journeys Group is a Christian based financial planning firm and so a lot of what we do is guided by Christian values. Christmas is our favorite time of the year so we love to discuss the importance of Christmas and Christian values including why it is important to teach the children these values. Tune in now to hear more! You won't want to miss it.
In today's episode we have some special guest on the show! As most of you know, The Journeys Group is a Christian based financial planning firm and we always try to guide and advise with Christian based values. FCA is Fellowship of Christian Athletes and the wonderful guest on our show will be discussing FCA including what it is and the importance of what they do! Don't miss out, tune in now to hear more!
TCB- Market Timing

TCB- Market Timing

2023-12-0626:59

Tune in on this episode to hear Tommy and George discuss market timing! What is market timing you may ask? Market timing is the act of moving investments in or out of a financial market or switching between asset classes. The market, as we all know, is very unpredictable so is market timing really that beneficial? Or does it negatively affect you more than you realize? Tune in now to find out!
Join in on this episode to hear Tommy and George discuss the two investment strategies for investing in the stock market.  While the stock market has not been for the faint hearted lately, understanding these two investment strategies will help you navigate the ins and outs of the stock market. Tune in now to hear more!
Join Tommy and George on this festive show to hear the baste and shout thanksgiving special! Around here, we love thanksgiving but we also love the true meaning behind it. Tune in now to hear more and happy thanksgiving!
Join in on this episode to hear Tommy and George discuss the differences in retirement plans and common questions and concerns regarding them. Many people do not know the difference between a 401k or an IRA or another retirement planning account but we are hear to answer all your questions! Tune in now to learn more!
Join in on this episode to hear Tommy and George discuss the popular advertisement seen by most; guaranteed retirement income. Now you may be wondering why guaranteed income would be a problem but there are a few things to be careful with and to know about before giving the okay. Don't miss out, tune in now to hear more!
In this episode, Tommy and George will be discussing the predicted outlook for the United States economy next year. This is an interesting episode considering how our economy has been doing the last few years. Will it finally be better? Will it somehow get worse? Tune in now to find out!
TCB- Slave To Money

TCB- Slave To Money

2023-10-2526:59

Join us in today's episode to hear Tommy and George discuss debt and money. One of the main points made is that people are becoming slaves to money. What does that mean? Tune in to find out if you are a slave to your money and if you are, how you can stop!
Join Tommy and George in todays episode to hear them discuss the major factors that impact a portfolio. These factors are ones that most people often don't consider but can hugely impact retirement or your life planning portfolio. Tune in now to hear what these factors are and how greatly they can impact you!
In todays episode, Tommy and George will discuss some things that you need to be aware of when dealing with Social Security and Medicare. There are a lot of moving parts to each of these so it is important to know what to look out for and what it means. Tune in now to hear more!
TCB- Medicare

TCB- Medicare

2023-10-0426:58

Tune in to this episode to hear Tommy and George discuss all things Medicare. We strongly encourage you to tune in as this episode is very informational and even if you are not dealing with medicare now, it is likely that you will at some point! Medicare has a few parts to it that can get confusing at time so don't miss out, tune in now to hear more!
Join in on todays episode to hear Tommy and George discuss the potential government shutdown that may or may not happen very soon. Now, we have had government shutdowns before and it seems as they are getting more frequent with time but what does it really mean when the government shuts down? Well, if the government is having issues with finances and can not decide on a budget then they will shut down until matters are resolved. Tune in now to hear more!
Join Tommy and special guest speaker Alicia Barnett! Alicia is a long-term care planning expert and is going to discuss the ins and outs to long term care. We strongly encourage you to listen in on this episode as it will be a good and interesting one. Don't miss out, tune in now!
Tommy is flying solo this go around so join him on a discussion of financial life cycles. What are financial life cycles? Where you are at in life may not always match your financials so Tommy is going to be discussing the different stages of life and what your financials "should" be at that stage. This can be used as a guideline to help you see and get to where you want to be. Tune in now to hear more!
In todays episode, George and Tommy will discuss risk tolerance and risk capacity. There are two measures of risk when it comes to your investments and your finances and it is risk tolerance and risk capacity. What do they mean? How do they affect me? How are they different? Tune in now to find out!
Today's episode takes a turn from the normal talk of financial planning. Tommy and George take a moment to discuss what would happen if there was no tomorrow and how you think you would be remembered. It is important to be spiritual and think about these things even if it can be uncomfortable. We strongly encourage you to tune in and listen to this show, it is a good one! Don't miss out!
TCB- Income Streams

TCB- Income Streams

2023-08-1626:59

Tommy and George will discuss the different Retirement income streams and how retirement is an income stream in and of itself. There are different streams of income that can make up your retirement depending on your portfolio but it is important to understand and know what each one means and what it is doing for you. Tune in now to hear more!
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