Simple Smart Investing Brought to you by Cory Shrader, CFA, CFP

blackcreekwm@gmail.com

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 paralysis by analysis. Through this podcast it is his mission to make the complex simple, take the noise and distill it in a way that everyone can understand. Each week will be dedicating time to take a skeptical look at actual investments and trading strategies. read less
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Medicare Must with Expert Special Guest Teresa Mask
12-07-2023
Medicare Must with Expert Special Guest Teresa Mask
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   Kansas City Life Field Manager - 95863-S   Colonial Life District Agent - 733256   1710 Shadowood Lane Unit 240 Jacksonville Fl 32207   904-527-1304 ext. 203     904-527-1318     eiafl.com   Insurance Designed with You in Mind!
Medicare Must with Expert Special Guest Teresa Mask
12-07-2023
Medicare Must with Expert Special Guest Teresa Mask
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   Kansas City Life Field Manager - 95863-S   Colonial Life District Agent - 733256   1710 Shadowood Lane Unit 240 Jacksonville Fl 32207   904-527-1304 ext. 203     904-527-1318     eiafl.com   Insurance Designed with You in Mind!
Death of the Financial Advisor-Enter CHATGPT
28-06-2023
Death of the Financial Advisor-Enter CHATGPT
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!
Six Fallacies that will wreck your profits PT2
26-06-2023
Six Fallacies that will wreck your profits PT2
In this episode, Cory helps address the even more problemsome issues with making hard choices on taking profits.  Listen in!
SIX FALLACIES THAT WILL WRECK YOUR PROFITS PT. 1
15-06-2023
SIX FALLACIES THAT WILL WRECK YOUR PROFITS PT. 1
In this episode, I bring to the forefront why we make some of the choices we do when trying to investing or trade.  Listen in to Part one!
EP 12 NEW TO INVESTING AND DON’T KNOW WHERE TO START? SPECIAL GUEST MARCUS GRANT
08-03-2023
EP 12 NEW TO INVESTING AND DON’T KNOW WHERE TO START? SPECIAL GUEST MARCUS GRANT
IN THIS EPISODE, CORY INVITES MARCUS, A NEW INVESTOR, TO ASK A COUPLE OF QUESTIONS ON HOW TO GET STARTED DOING INVESTING AND WHERE TO DO IT AT.  LISTEN IN!
TO ROTH OR NOT TO ROTH, THAT IS THE QUESTION
01-03-2023
TO ROTH OR NOT TO ROTH, THAT IS THE QUESTION
IN THIS EPISODE, CORY DISCUSSES THE MINDSET TO HAVE WHEN THINKING ABOUT DOING OR CONVERTING TO A ROTH.  LISTEN IN!
4% WITHDRAWAL RATE:MYTH OR TRUTH
08-02-2023
4% WITHDRAWAL RATE:MYTH OR TRUTH
In this episode, Cory talks about the withdrawal rule of thumb 4%.  Spoiler it's more than you think it is.  Listen in.
Helping your kids make money
25-01-2023
Helping your kids make money
In this episode, Cory addresses a way that the next generation can start focusing on using time to their advantage to invest and save.  Listen in.
DO I HAVE TO BE A MILLIONAIRE TO RETIRE
20-01-2023
DO I HAVE TO BE A MILLIONAIRE TO RETIRE
In this epidsode, Cory throws out some ideas around the concept of needing to be a Millionaire to retire.  Spoiler alert, you don't.  Listen in.
How to protect yourself against yourself when investing
03-01-2023
How to protect yourself against yourself when investing
In this episode, Cory explains a couple of things to watch out for when investing and gives some tips to help out.  Listen in!
Beyond the 529 College Plan: Save and Invest Differently
28-12-2022
Beyond the 529 College Plan: Save and Invest Differently
In this episode, Cory talks about the other options outside the 529 plan that you should consider when saving for your childs goals and/or education.  Listen in.
Want to keep more profits? I know I do
20-12-2022
Want to keep more profits? I know I do
In this episode, Cory explains how to best control yourself and set defined rules to help you do better than everyone else.  It all comes from his education and experience in investing and trading for over 15 years. Listen in!!!
How to save WAY more. Enter the MEGA BACK DOOR ROTH
15-12-2022
How to save WAY more. Enter the MEGA BACK DOOR ROTH
In this episode Cory talks about how you can do even more to save on an after tax and tax free basis.  Listen in!   Like, Share, and comment!
SOLO 401K’S- SELF EMPLOYED BUSINESS OWNERS-SAVE TAXES AND MORE FOR RETIREMENT
13-12-2022
SOLO 401K’S- SELF EMPLOYED BUSINESS OWNERS-SAVE TAXES AND MORE FOR RETIREMENT
In this episode Cory hones in on self employed business owners and lets them know about how to drastically reduce taxes and save more for retirement. Listen in!!
How to use more than your retirement savings to get the retirement you want.
06-12-2022
How to use more than your retirement savings to get the retirement you want.
Use more than just your retirement savings to get what you want. Sharing ideas to get what you want in the future today.