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  • 00:08

    Should I stay or should I go?

    in Finance

    Listen as William Morgan of Capital Management Group of the Carolinas discusses "should I stay or should I go?"  Of course he's talking about the market volatility.  When will the market correct itself?  Listen in as William discusses China, Greece and the upcoming Fed Meeting in September.  Look at history.  The market is up 350% since 2009! 


    DISCLAIMER:  We are registered to sell Insurance products in the following state: Florida, North Carolina, South Carolina, and Tennessee. 


    We are registered to sell Securities in the following states:  Alabama, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kansas, Kentucky, Louisiana, Maryland, New Jersey, New York, North Carolina, South Carolina, and Virginia. 


    This is not an offer or solicitation in any other state or jurisdiction.


    Securities and Investment Advisory Services Offered Through H. Beck,Inc., Member FINRA and SIPC. 6600 Rockledge Drive, 6th Floor Bethesda, MD 20817-1806  (301) 468-0100.  Capital Management Group of the Carolinas, Inc. and H. Beck, Inc. are not affiliated.

  • 00:05

    Goldmine or Shaft - Spousal Benefits

    in Finance

    William Morgan of Capital Management Group of the Carolinas discusses Social Security Spousal Benefits.  Did you know that you can collect benefits even if you are no longer married?  Listen now for more information!  If you have questions please call William Morgan at 704-878-6677.


    DISCLAIMER: We are registered to sell Insurance products in the following state: Florida, North Carolina, South Carolina, and Tennessee. 


    We are registered to sell Securities in the following states:  Alabama, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kansas, Kentucky, Louisiana, Maryland, New Jersey, New York, North Carolina, South Carolina, and Virginia. 


    This is not an offer or solicitation in any other state or jurisdiction.


    Securities and Investment Advisory Services Offered Through H. Beck,Inc., Member FINRA and SIPC. 6600 Rockledge Drive, 6th Floor Bethesda, MD 20817-1806  (301) 468-0100.  Capital Management Group of the Carolinas, Inc. and H. Beck, Inc. are not affiliated.

  • 00:10

    Anticipate Change in the "Fits & Starts" Recovery!

    in Finance

    William Morgan of Capital Management Group of the Carolinas discusses possible tax increases for 2016, job sector performance, employment gains and government jobs.  Anticipate change during this "Fits and Starts" recovery. 


    DISCLAIMER: We are registered to sell Insurance products in the following state: Florida, North Carolina, South Carolina, and Tennessee. 


    We are registered to sell Securities in the following states:  Alabama, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kansas, Kentucky, Louisiana, Maryland, New Jersey, New York, North Carolina, South Carolina, and Virginia. 


    This is not an offer or solicitation in any other state or jurisdiction.


    Securities and Investment Advisory Services Offered Through H. Beck,Inc., Member FINRA and SIPC. 6600 Rockledge Drive, 6th Floor Bethesda, MD 20817-1806  (301) 468-0100.  Capital Management Group of the Carolinas, Inc. and H. Beck, Inc. are not affiliated.

  • 00:36

    Surviving the Storm - The Seven Signs of a Changing Economy

    in Finance

    Read Jim Lunney's weekly update at www.wealthstratgroup.com. Jim is author of Surviving the Storm. The monthly conference call focused on identifying current signs of economic change. Jim is a Registered Representative with and Securities offered through LPL Financial, Member FINRA/SIPC

  • 00:30

    Lead from the Heart: Transformational Leadership for the 21st Century

    in Self Help

    How can you inspire those you lead (formally and informally) to perform at their best?


    The answer might be in the human heart.


    Leadership consultant and author Mark Crowley joins Cloris Kylie to share his insights on how to become the most powerful kind of leader: one that inspires.


    About Mark:


    Mark Crowley decided to leave his 25-year career in the financial services world and attempt to answer the question: “What happens inside of people to make them so committed to doing extraordinary work?”


    His research led to the publication of his first book, Lead from the Heart, and his venture as a speaker and consultant for companies and organizations seeking to achieve and sustain uncommonly high engagement and performance.


    Recognized as a workplace thought leader, Mark is also a regular leadership contributor to Fast Company Magazine and has been published in the Seattle Times, Huffington Post, Reuters, CEO Magazine, USA Today, LinkedIn and the Great Place To Work Institute. 


    Mark is a graduate of the University of California, San Diego, in addition to the Pacific Coast Banking School at the University of Washington.


    He holds several investment securities licenses (FINRA Registrations) and is a licensed California Real Estate Broker.


    Connect with Mark at markccrowley.com


    Connect with Cloris at cloriskylie and learn about her coaching programs for solopreneurs and corporate professionals

  • 00:53

    #49: Financial Planning for Lesbian Moms with Peggy Garvin

    in Moms and Family

    As lesbian or two mom families, the cost of creating a family can be very costly.  Then once kids come into the picture, a whole new set of financial considerations and costs arise, like maternity leave, diapers, schooling, college.  All this on top of retirement planning.  How do we handle all that?  How much should we save?  Are there investment options that work particularly well for us? What if we're not legally married, does that impact which options we choose?


    Peggy Garvin of Garvin Financial Group LLC is on the show to share financial planning tips to help you best set yourselves up to navigate the financial part of creating and having a family. 


    Find out more about Peggy Garvin at http://www.garvinfinancial.com/.  Garvin Financial Group, LLC, is an independent firm with securities offered through Summit Brokerage Services, Inc.,  member FINRA & SIPC with advisory services offered through Summit Financial Group, Inc., a registered investment advisor.


    Find LezBeMommies Radio online at www.lezbemommies.com and on Facebook at www.facebook.com/LezBeMommiesRadio.


     

  • 00:10

    "Dear William" Q&A's

    in Finance

    William Morgan from Capital Management Group of the Carolinas opens the "mail-bag" to answer listener questions.  In this episode he discusses gift tax, IRA Distribution, inherited annuities, capital gains tax, Spousal Retirement Benefits and cheating husbands! 


    DISCLAIMER: We are registered to sell Insurance products in the following state: Florida, North Carolina, South Carolina, and Tennessee. 


    We are registered to sell Securities in the following states:  Alabama, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, New Jersey, New York, North Carolina, South Carolina, and Virginia. 


    This is not an offer or solicitation in any other state or jurisdiction.


    Securities and Investment Advisory Services Offered Through H. Beck,Inc., Member FINRA and SIPC. 6600 Rockledge Drive, 6th Floor Bethesda, MD 20817-1806  (301) 468-0100.  Capital Management Group of the Carolinas, Inc. and H. Beck, Inc. are not affiliated.

  • 00:08

    Staying Sane in a Crazy Market!

    in Finance

    William Morgan of Capital Management Group of the Carolinas discusses "Market Volatility" and how to stay sane!  Since WWII there has been a pattern of market correction about every 18 months.  The current market has enjoyed a 6-Year Bull Run.  Volatility is caused by Over-Reacting!  Listen for sound advice and practical information on "how to stay sane in a Crazy Market!"  For more information contact William Morgan at 704-878-6677.


    DISCLAIMER: We are registered to sell Insurance products in the following state: Florida, North Carolina, South Carolina, and Tennessee.  We are registered to sell Securities in the following states:  Alabama, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, New Jersey, New York, North Carolina, South Carolina, and Virginia. 


    This is not an offer or solicitation in any other state or jurisdiction.


    Securities and Investment Advisory Services Offered Through H. Beck,Inc., Member FINRA and SIPC. 6600 Rockledge Drive, 6th Floor Bethesda, MD 20817-1806  (301) 468-0100.  Capital Management Group of the Carolinas, Inc. and H. Beck, Inc. are not affiliated.

  • 00:33

    Surviving the Storm - The Seven Signs of a Changing Economy

    in Finance

    Read Jim Lunney's weekly update at www.wealthstratgroup.com. Jim is author of Surviving the Storm. The monthly conference call focused on identifying current signs of economic change. Jim is a Registered Representative with and Securities offered through LPL Financial, Member FINRA/SIPC

  • 00:09

    Things Mama told you.....

    in Finance

    William Morgan of Capital Management Group of the Carolinas discusses all those things Mama told you!  Mothers gave us good advice and as we age we can see that Mom had some good common sense.  Mom's common sense applies to investing too.  Relationships are key to success! 


    DISCLAIMER: We are registered to sell Insurance products in the following state: Florida, North Carolina, South Carolina, and Tennessee. 


    We are registered to sell Securities in the following states:  Alabama, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, New Jersey, New York, North Carolina, South Carolina, and Virginia. 


    This is not an offer or solicitation in any other state or jurisdiction.


    Securities and Investment Advisory Services Offered Through H. Beck,Inc., Member FINRA and SIPC. 6600 Rockledge Drive, 6th Floor Bethesda, MD 20817-1806  (301) 468-0100.  Capital Management Group of the Carolinas, Inc. and H. Beck, Inc. are not affiliated.

  • 00:55

    What Happens to Your Pets if You Become Disabled?

    in Pets

    All My Children Wear Fur Coats with Peggy Hoyt


    Special Guest - Theresa Barton of Guardian Care & Geriatric Services


    On this show, Peggy and Theresa will discuss tragedies that can happen if you have not planned for your disability when you have a pet. Attorney Peggy Hoyt, will give you tips on how to make sure your pet is included in your estate plan. Theresa Barton will discuss her perpetual care program and how it works.


    All My Children Wear Fur Coats explores options and alternatives for creating a lasting legacy for your pet. Pets share our day-to-day struggles, adventures and special moments, they love us unconditionally, help reduce stress and even enhance longevity. For all these reasons and so many more, you should explore all of the planning alternatives for ensuring your pet’s future and protecting your legacy. Pets are not our whole lives but they make our lives whole.


    Estate planning attorney and animal advocate, Peggy Hoyt, practices in the areas of family wealth and legacy counselling, including trust and estate planning, estate administration, elder law, small business creation, succession and exit planning, real estate and animal law. In addition to her law degree, she serves as a certified FINRA Arbitrator and is also a Florida Circuit Court Mediator concentrating in family business, estate administration, and pet dispute resolution issues. Peggy taught Animal Law as an adjunct professor with Barry University College of Law.


    http://www.legacyforyourpet.com