The third of a four part series – Back to Basics. This is a great discussion with Kevin Hoffmann about “ways to Save” and the Lobster Trap Savings approach.
We start with a basic discussion of how to begin with a systematic savings plan and then work our way to 401ks and retirement planning.
A Look Ahead to 2022
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Kevin Hoffmann is a key member of the Horowitz & Company, Inc. team. Kevin began his financial career in May of 2001 working on the floor of the Chicago Board of Trade. Kevin now heads operations, research and analytics for Horowitz & Company, Inc..
While attending the University of Wisconsin at Madison, he served a Financial Consultants Internship with Smith Barney. In 2004 Kevin graduated from UW-Madison with a bachelor‘s degree in Personal Finance and assumed a position as a derivatives trader for BMT Trading Group / Gelber Group. By October of 2005 he quickly rose the ranks to a Financial Planning Analyst for JMG Financial Group where he assisted with Financial & Tax Planning as well as Investment Management for high net worth clientele.
Kevin has been central to the development of the eNVESTOLOGY program for Horowitz & Company.
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Stocks mentioned in this episode: (AAPL), (META)
Podcast: Play in new window | Download (Duration: 49:35 — 45.6MB)
