Welcome to "Ask Peggy Doviak About Your Finances!" This channel offers Peggy's weekly radio show and is divided into four sections: Bulls and Bears Market Report and Economic Update, Legislative Update, Plan Your Prosperity Ask Peggy--your opportunity to ask a question! When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that what happened to her mother never happened to anyone else. She earned her CERTIFIED FINANCIAL PLANNER(TM) practitioner designation and went on to earn a Master’s in Finance, Financial Analysis, even though she already had a Ph.D. in education. Active in her profession, Peggy is a member of the Women in Finance (WIN) Initiative of the CFP Board. She is also a consumer advocate for financial issues, including a mandatory fiduciary duty from financial professionals, through her membership on the Legislative and Regulatory Issues Committee of the Financial Planning Association. However, perhaps Peggy’s greatest shaping of the profession has come through staying in education. She has taught literally thousands of financial advisers in classes covering advanced certifications, the preparatory curriculum for the CFP exam, and master’s level courses in financial planning. Although Peggy Doviak can’t keep every consumer safe, she keeps trying. Learn more at www.peggydoviak.com! All of the information on this channel is educational, not investment advice. Investing is risky, and you can lose money, and past performance is not indicative of future performance. Consult your financial team before implementing any ideas you learn here.
This week's show featuresWhat's a Pump and Dump Scheme? Will Congress Forgive Student Loan Debt? How Do You Talk to Your Partner About Money? Are Gift...
This week's show featuresWhat's a Pump and Dump Scheme? Will Congress Forgive Student Loan Debt? How Do You Talk to Your Partner About Money? Are Gift...
This week's show focuses onWhat's Up With Bitcoin Summarizing Recent Biden Appointees Saving Enough For Retirement Roth Taxability Summary https://www...
This week's show focuses onWhat's Up With Bitcoin Summarizing Recent Biden Appointees Saving Enough For Retirement Roth Taxability Summary https://www...
This weeks topics:Market Surprises and Investing Understanding the New PPPChoosing a Financial AdviserTrading in an IRA www.thinkadvisor.com/2021/01/0...
This weeks topics:Market Surprises and Investing Understanding the New PPPChoosing a Financial AdviserTrading in an IRA www.thinkadvisor.com/2021/01/0...
This week's show features the follow segments:COVID Relief Update 401k Rollover LegislationFinancial Goals for 2021Retirement Distributions "Ask Peggy...
This week's show features the follow segments:COVID Relief Update 401k Rollover LegislationFinancial Goals for 2021Retirement Distributions "Ask Peggy...
Show for Week of 12/14/2020Market Report and Pricing Nontraded REITsChanges in Advertising Laws for Investment AdvisorsPNI's 12 Days of Christmas Pric...
Show for Week of 12/14/2020Market Report and Pricing Nontraded REITsChanges in Advertising Laws for Investment AdvisorsPNI's 12 Days of Christmas Pric...