Month: December 2023
Think You Know Bonds? (Ep. 4)

Think You Know Bonds? (Ep. 4)

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What can we learn from cows and teeter totter and cows about bonds?

Join Jason Coddington of Coddington Wealth Advisors as he unravels the intricacies of bonds in this engaging episode of ‘Money Metaphors,’ where complex financial concepts are made simple through storytelling. This insightful session dives deep into bonds, a critical yet often overlooked element in achieving financial stability and reaching medium-term goals.

Key highlights:

  • Essentials of Bond Investment: Dive into bond basics, including yield, maturity, issuer types, and quality ratings
  • Bonds and Portfolio Risk: Understand how bonds contribute to reducing portfolio risk, making them ideal for medium-term objectives
  • Economic Impacts on Bond Values: Explore the effects of recent economic shifts, particularly Federal Reserve rate hikes, on bond market dynamics
  • Corporate vs. Startup Bonds: Compare bonds from established entities like Ford to those from high-risk startups
  • Bond Mutual Funds and ETFs: Learn about the principle protection and flexibility of bond mutual funds and ETFs
  • Interest Rates and Bond Prices: Unpack the inverse relationship between interest rates and bond prices, using 2022’s market trends as an example
  • Comparing Investment Vehicles: Evaluate the advantages of ETFs, mutual funds, and individual bonds based on client needs and risk tolerance
  • And much more!

 

Resources:

Connect with Jason Coddington:

YouTube: Coddington Wealth Advisors

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How To Reduce The Cost Of College with Roger Lorelle (Ep. 3)

How To Reduce The Cost Of College with Roger Lorelle (Ep. 3)

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Is college now more expensive than buying a home?

In the latest episode of “Money Metaphors: Exploring Financial Concepts Through Stories and Analogies”, Jason Coddington teams up with Roger Lorelle. As the President and CEO of Collegiate Funding Solutions, Roger brings unique insights that might just unlock the mysteries of rising college costs. With college expenses now rivaling the cost of buying homes and setting up retirement plans, it’s time for a deep dive. 

Tune in as Jason and Roger unravel:

  • The intriguing shift in the power dynamics between colleges and families
  • Classic savings methods for college vs. innovative tactics to maximize your dollar
  • Think SAT/ACT scores lost their luster? Think again!
  • 2023 brings fresh changes affecting farmers, budding entrepreneurs, and families with college-bound siblings. Are you prepared?
  • Discover ingenious strategies to soften the financial hit of higher education
  • And much more!

 

Resources:

Connect with Jason Coddington:

Connect with Roger Lorelle:

 

About Roger Lorelle: 

Roger Lorelle is the President and CEO of Collegiate Funding Solutions. He is an Experienced President with a demonstrated history of working in the financial services and computer software (Fintech) industry. Skilled in Business Planning, Saas, Enterprise Software, Sales, Marketing, Business Development, Entrepreneurship, and Customer Relationship Management (CRM). Strong business development professional with a Master’s Degree (MS) in Industrial Management with a Computer Science focus from Clemson University.

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