Tag Archives: financial planning


24. The Importance of Your Involvement in Your Children’s Quality of Education with Lucas Scanlon

The election for Cypress-Fairbanks ISD’s Board of Trustees’ seats 5, 6 and 7 is approaching, and the candidates are eager to show off their plans for your child’s education to better their academic future. 

In this episode, Keith Beggs sits down with Lucas Scanlon, candidate for position 7 on the Cypress-Fairbanks ISD’s Board of Trustees, to talk about his views about the school system, and how his campaign is focused on the students and improving their quality of education. 

Keith and Lucas discuss: 

  • The recent decision about the reconciliation bill
  • Issues that stand out to Lucas in our current education system
  • The importance of the current campaign running for the Board of Trustees 
  • How Lucas is involving the parents and people who live in the community to concur the biggest issues in the Cypress-Fairbanks ISD area 
  • And more


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About our Guest: Digital innovation leader who defines opportunities and unlocks business value by leading transformations, designing new customer experiences, building modern technology, data analytics, and driving cross-functional automation.

Establishes purpose-built teams and organizational structures to enable the planned innovation and sustain the new capabilities the digital organization will need to provide to the business.

Lucas leads his career with start-ups and continues to drive entrepreneurial vision with his clients, be it in new ventures, lines of business, or in established firms who need to modernize. Currently running for seat 7 on the Cypress-Fairbanks ISD’s Board of Trustees. 


23. The Academic Honest Investing Vehicles Wall Street Won’t Tell You About

The world of investing is full of different strategies that different people will swear by. But it’s important to actually know which methods are academically founded and focused on making you money.

There may not be one single perfect investing method, but by looking at historical performance and financial science, there are certainly some investment vehicles that are more likely to help you achieve your desired outcome. 

In this episode, Keith Beggs discusses some common investment vehicles that have had proven success, and others that have not had the same type of outcomes. 

Keith discusses: 

  • Safe money investment options that are popular right now 
  • The changing history of Bank CDs and why they may or may not be helping
  • Why fixed index annuities have become one of the fastest growing investment vehicles
  • How fixed index annuities can eliminate some of the common risks of other investment vehicles 
  • And more


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22. Business Side of the Basketball Court with Anthony Tolliver of the NBA’s 76ers

When you think of basketball, often you don’t think of business. But in reality the business side of basketball is what makes the game happen.  

In this episode, Keith Beggs speaks with NBA player Anthony Tolliver, who most recently played for the Philadelphia 76ers, about the business side of the NBA, including contract negotiations and the different legal and business roles that take part in making games run. Anthony also shares his own experiences becoming an entrepreneur as he approaches the end of his career as a player. 

Keith and Anthony discuss: 

  • Anthony’s experience in the NBA and how he became involved in the business aspect
  • Anthony’s experience as vice president on the NBA’s executive board
  • A look into how the collective bargaining agreement works for players in the NBA 
  • Anthony’s investment process as an entrepreneur and his favorite industries to invest in 
  • And more


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Connect with Anthony Tolliver:

About our Guest: Anthony Lamar Tolliver is an American professional basketball player who last played for the Philadelphia 76ers of the National Basketball Association (NBA). He played college basketball for the Creighton Bluejays.

Experienced Owner with a demonstrated history of working in the sports industry. Skilled in Entrepreneurship, Event Management, Team Building, Public Speaking, and Fundraising. Strong business development professional with a Bachelor of Science (BS) focused in Finance, General from Creighton University.


21. How Well Do You Understand Your Medicare Coverage? With Sean Rose

Anyone who has ever looked into, or is currently receiving Medicare knows it can be very confusing to understand your coverage and what you’re entitled to. But understanding this and how to get those benefits can be the difference for what your retirement years will look like. 

In this episode, Keith Beggs talks with Sean Rose, unit supervisor at Bankers Life, about some of the big issues that individuals have faced with their Medicare in 2021 and what you can do to stay ahead of Medicare changes, and on top of your retirement planning. 

Sean discusses: 

  • The difference in part A and part B of Medicare and what each plan covers 
  • Changes to custodial care in Medicare 
  • How Social Security works with Medicare part B
  • Why going to different pharmacies might end up costing you more money with your drug plans 
  • What IRMAA is and what it has to do with your Medicare 
  • And more


LongTermCare.gov Website 

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20. The Truths and Myths to Investing – Part Two

Knowing what investing strategies are based on academic research, and not theory, can be one of the biggest challenges when it comes to preparing your portfolio. 

In part two of this series, Keith Beggs reveals three academic theories that are proven to have better rewards than other strategies you might read on the internet, or hear from your “stock-savvy” friends.  

Keith discusses: 

  • How modern portfolio theory, efficient market hypothesis, and the three factor model make up the “Matson Method”
  • Why free markets have real potential to work if you take the long-term approach
  • How to truly diversify your portfolio 
  • Why investing in smaller companies can actually give you higher returns than investments in larger companies
  • Three factors that can tell you if a company has the potential to obtain higher growth
  • And more


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19. The Truths and Myths of Investing – Part One

Not everything you read about investing on the internet is true… And some of these lies could cost you more money than you think.

In part one of this mini-series about truths and misconceptions about investing, Keith Beggs focuses on four common myths people believe about investing, and how they could be hurting your investments. 

Keith discusses: 

  • Why stock-picking is a nonsensical investing method
  • How the Law of Large numbers help massive investing companies keep making money
  • Realities behind market-timing, and the damage it could be causing your accounts
  • How rebalancing can help your portfolio grow 
  • And more



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18. The Truth About Procrastination and Your Money

Procrastination is something many of us face every day—but procrastinating on your financial planning can have much more damaging consequences to your future the longer you hold off. 

In this episode, Keith Beggs gets honest about how procrastination affects our finances. Follow along as Keith gives some great advice that you can implement today that will help you get your finances on track to the future you have always dreamed of having. 

Keith discusses: 

  • Why people procrastinate when it comes to their finances 
  • How procrastinating on your finances can end up having negative impact on your future 
  • How to get started with a practical budget started that works for you
  • Useful suggestions to help you stop procrastinating and take charge of your finances now 
  • And more


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Episode 10 – Everything You Need To Know About Mortgages — With Wes Kleckley

Mortgage interest rates are historically low, but what does this mean for your home and your mortgage? 

In this episode, Keith Beggs sits down with Wes Kleckley, branch manager and loan officer at Interlinc Mortgage. Wes shares his expertise and answers your questions and concerns about your home loan, how 2020 has affected interest rates, and what you need to know about refinancing. 

In this episode, you will learn:

  • Whether you should be thinking about refinancing during the pandemic
  • The two types of mortgage refinancing
  • If there is an age limit or specific timeframe for refinancing
  • What kind of interest rates you should be looking at on second homes or investment properties
  • Costs associated with refinancing
  • And more!

Tune in to discover everything you need to know about mortgages in 2020 and beyond! 

Resources: Steadfast Wealth Strategies | Keith Beggs | Interlinc Mortgage | Wes Kleckley

Episode 9 — Financial Education Is Crucial To Your Business: Learn Why! – With Guest Nick Herman

There’s an enormous need for basic financial literacy within many sectors today — understanding the financial side of your business and continuing your financial education is a crucial part of being successful.

In this episode Keith Beggs speaks with Nick Herman, president and founder of The Institute for Financial Awareness (IFA). Nick shares how valuable financial education truly is and why it should matter to you.

In this episode, you will learn:

  • Why financial literacy matters in all sectors of business
  • Why Nick started The Institute for Financial Awareness
  • How IFA helps employees and members receive the financial education and guidance they deserve
  • And more!

Tune in to learn more about IFA today! 

Resources: Steadfast Wealth Strategies | Keith Beggs | (832) 506-9034 | The Institute for Financial Awareness

Episode 8 – Simple Steps to a Healthier You

Does your New Year’s resolution revolve around a healthier and happier you? 

Then you’re in for a ride! 

In this episode, Keith Beggs is joined with the head of Lifetime Fitness training program Bryce Morris. Bryce shares simple steps you can take to achieve the healthy lifestyle you desire. 

In this episode, you will learn:

  • How to stay on track with your New Year’s resolution
  • How to train your mind to be consistent when building your routine
  • How to eat healthy and maintain a clean diet
  • Why sleep is so important with fitness goals
  • The importance of staying hydrated
  • And more!

Join us to discover simple steps you can take to achieve that healthy lifestyle! 

Resources: Steadfast Wealth Strategies | Keith Beggs | (832) 506-9034 | BMO Fit | Follow Bryce Morris on Instagram