Welcome to The Simple Smart Investing Podcast, with your host Cory Shrader, CFA, CFP, CMT founder of Black Creek Wealth Management in Jacksonville, Florida. With over 15 years of investment experience in such areas as trading stocks and options, portfolio management, and real estate, Cory is the coach to turn to for investing advice.
This show will help you gain confidence when you own your financial decisions. Over his 12+ years of planning and investment management, Cory has seen countless cases of people having too much information to make a comfortable decision, or what is known as...
In this episode, I invited a medicare specialist to talk about common misunderstandings as people approach Medicare age. Teresa does an amazing job.
Teresa Mask - Agency Owner
Life, Retirement, Medicare, Employee Group, Voluntary Benefits & Individual Health
Published 07/12/23
In this episode, Cory discusses his thoughts around how CHATGPT or an equivalent may be a potential or extreme threat to the financial advisory world. Listen in!
Published 06/28/23