Podcasts
Week in Review: September 9, 2022
Join Marvin on this latest episode of his "Financial Markets Week in Review" podcast where he gives a recap of what happened in the financial world during the week of September 9, 2022. Be sure to subscribe!
Week in Review: September 2, 2022
Join Marvin on this latest episode of his "Financial Markets Week in Review" podcast where he gives a recap of what happened in the financial world during the week of September 2, 2022. Be sure to subscribe!
Week in Review: August 26, 2022
Join Marvin on this latest episode of his "Financial Markets Week in Review" podcast where he gives a recap of what happened in the financial world during the week of August 26, 2022. Be sure to subscribe!
Week in Review: August 19, 2022
Join Marvin on this latest episode of his "Financial Markets Week in Review" podcast where he gives a recap of what happened in the financial world over the past week. In this episode Marvin discusses financial matters during the week that ended August 19th, 2022. Be sure to subscribe!
Week in Review: August 12, 2022
This is Marvin's first "Week in Review" podcast where he gives a recap of what happened in the financial world over the past week. In this episode Marvin discusses financial matters during the week that ended August 12th, 2022. Be sure to subscribe!
Pitfalls For Investors
In today's episode of the Marvin Knows Finances podcast, Marvin and his guests dive into more of the psychology behind investing and discuss a recent article from Fidelity concerning "6 Pitfalls for Investors". Be sure to check out this podcast and some of the surprising reasons why people "do what they do" when it comes to investing (or not investing)!
Clarity to the Current Situation
On the latest episode of the Marvin Knows Finances show, Marvin discusses the state of the current market, what has happened, what are some things that can be done during this time, and what you can do about it. Some topics include supply chain issues, Geo-political issues, commodity prices, and more! Be sure to check it out!
Community Engagement Unit - Sgt. Chad Zahn
Occasionally Marvin likes to jump off the financial topics and discuss fun ideas or local community happenings that he finds interesting. Join Marvin and his guest Sgt. Chad Zahn as they discuss a local community engagement program.
Psychology of Money
On this episode, Marvin discusses the "Psychology of Money", and dives into the beliefs and emotions, as well as the behavior behind the topic of money. We are all unique, and in order to get where you want to go in life, you may need to really dig into yourself to understand your emotions, beliefs, and behavior regarding money.
Investing in Uncertain Times
Join Marvin and his guests as he discusses this year's downturn in the market. What has caused this downturn? What should you do with your money? Marvin goes over the 5 rules of thumb for "Investing in Uncertain Times" in the latest episode of the "Marvin Knows Finances" show.
Money & Relationships
Money and relationships do not have to be complicated. As a matter of principle, it can be quite easy assuming you follow a few simple rules and ideas. Join Marvin as he discusses "Money & Relationships" in the latest podcast on the Marvin Knows Finances show.
Be sure to subscribe!
Generation Z - Kids & Money
On this episode of the "Marvin Knows Finances Show", Marvin has a conversation with a group of high school students from the local high school to see what they are learning in school, as well as their thoughts on various financial topics.
Be sure to subscribe!
Elder Law & Care
In this episode, Marvin Thomson, CFP® and his guests Mio Santiago (Attorney - Kozlowski Law Group) and Todd Sladky, CPA discuss "Elder Law & Care". Items discussed include protecting assets from abusers, preserving dignity, core planning documents needed, and much more.
Be sure to subscribe!
Estate Planning Basics
Marvin Thomson, CFP® and his guests Mio Santiago (Attorney - Kozlowski Law Group) and Todd Sladky, CPA discuss "Estate Planning Basics" on the latest episode of the Marvin Knows Finances show.
Year-end Tax Planning Ideas
In this episode, Marvin Thomson, CFP® and his guests Todd Sladky, CPA, and Joe Jolin (Jolin Media) discuss "Year-end Tax Planning Ideas".
Take this opportunity to learn about a few things you can do to help minimize your tax liabilities before the end of the year.
Travel Ideas
Are you looking for ideas for you or your family's next travel adventure? Or, maybe you are near retirement and traveling may be of interest.
Marvin Thomson, CFP® and his guests Todd Sladky, CPA, and Joe Jolin, from Jolin Media, change things up a little bit for this latest podcast and discuss "Travel Ideas".
Donor Advised Funds
Marvin Thomson, CFP® and his guests Todd Sladky, CPA, and Joe Jolin with Jolin Media discuss "Donor Advised Funds". Marvin discusses what donor advised funds are, what you can contribute, the tax deductions, and how to invest in a donor advised fund.
Be sure to check out this podcast, as well as future podcasts by subscribing to the Marvin Knows Finances show.
Annuities: Good or Bad?
This week’s podcast is titled “Annuities - Good or Bad?” Join Marvin Thomson, CFP® and his guests Todd Sladky, CPA and Joe Jolin with Jolin Media to learn more about annuities.
The discussion includes:
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Types of annuities
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Annuity concerns
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Potential annuity benefits
Be sure to subscribe to the Marvin Knows Finances show so you don’t miss out on any future episodes.
Disclosure:
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.
Please consider the investment objectives, risks, charges, and expenses carefully before investing in Variable Annuities. The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from the insurance company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
The investment return and principal value of the variable annuity investment options are not guaranteed. Variable annuity sub-accounts fluctuate with changes in market conditions. The principal may be worth more or less than the original amount invested when the annuity is surrendered.
Kids and Money
Marvin Thomson, CFP® with "Marvin Knows Finances" and the latest podcast titled "Kids and Money". Marvin and his guests Todd Sladky, CPA and Joe Jolin (Jolin Media) discuss financial topics as it relates to their children.
Topics include:
- Allowance
- Charity
- and the many "Firsts" in their life
Be sure to subscribe to the podcast to not miss any future content!
The Value of Insurance
Marvin Thomson, CFP® with "Marvin Knows Finances" and the latest podcast titled "The Value of Insurance" discuss what insurance is, the various types of insurance, and the purpose and importance or function within a financial plan.
Financial Planning: What is it and when should I start?
Join Marvin Thomson, CFP® and his special guests as he discusses "Financial Planning - What is it and when should I start?"
Marvin discusses the typical topics that are discussed in a financial plan, as well as the optimal timing, and what to avoid when beginning the process.
Good Debt, Bad Debt
After taking some time off, Marvin is back in the studio to record the 7th episode of "Marvin Knows Finances" with a topic of "Good Debt, Bad Debt". With the help of a couple guests, Marvin dives into various forms of debt and discusses things to consider, and things to stay away from.
Legal Disclosure
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Great River Investments, LLC is not affiliated with Integrity Wealth. Great River Investments, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Marvin Thomson at 319-576-2264 and mthomson@brokersifs.com.
Check the background of this investment professional on FINRA's Brokercheck.
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