Invest in Knowledge
Invest in Knowledge is a monthly podcast about all things financial with CERTIFIED FINANCIAL PLANNER™ John Gigliello of the Albany Financial Group, based in Albany, NY. Through the course of his business, as well as this podcast, John takes an educational approach to financial planning, aiming to leave listeners with the insight they need to successfully shape their financial futures. After all, as Benjamin Franklin said, "An investment in knowledge always pays the best interest." Securities are offered through LPL Financial, member SIPC (www.SIPC.org). Investment advice is offered through Private Advisor Group, a registered investment advisor. Private Advisor Group ad Albany Financial Group are separate entities from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. This is a hypothetical example and is not representative of any specific situation. Your results will vary.The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing.
Podcasting since 2021 • 25 episodes
Invest in Knowledge
Latest Episodes
4 Keys to Maintaining Wealth: Tax Planning for High Net Worth Families
Tax planning is an essential tool in managing finances, especially for the wealthy. If you are a high-net-worth retiree, looking to maintain the substantial wealth you have accumulated over your lifetime, this podcast e...
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Season 2
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Episode 12
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15:41
Paying the Price: Are Parent Plus Loans a Smart Choice?
For the 2023-2024 academic year, the average cost of college, per year, came to $11,260 for public colleges, if the student lives in-state, and $41,543 for a private university, according to college data.com. When you factor in room an...
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Season 2
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Episode 11
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8:41
The Fuss about Fiduciaries: Five Foundations, and a Few Red Flags
The word Fiduciary has become a buzzword in the financial industry over the last few years, but what does it really mean?An investment fiduciary is a person, or entity, that has a legal and ethical responsibility to act in the best inter...
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Season 2
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Episode 10
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15:20
Are you losing millions? Don't make this rollover mistake!
Investors are missing out on billions of dollars when they switch jobs. The reason is that many end up pulling their retirement savings out of the stock market—often without meaning to.This was the subject of a recent Wall St...
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11:07
High-Yield Savings: How to take advantage of interest rates
For more than a decade, savings accounts offered little to no interest, making it near impossible to keep up with inflation. But in recent years, the tides have turned, if you know where to look.If you have extra cash on hand and want to...
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Season 2
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Episode 8
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9:57