Derek Amey and Laura Bard
The Novice and The NerdEpisodes
Episodes of The Novice and The Nerd
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What is an inverted yield curve? How is it helping all of us make more money in our savings accounts? Will current money market rates last? Listen to our latest episode where the Novice and the Nerd break down a listener’s question about the in
Using a 529 to save for college? Is your child in high school? It might be time to revisit your 529! Listen to Derek and Laura talk about the importance of reviewing how the 529 is allocated and if you should still save in a 529. Find complete
Rhode Island Teachers have unique options when it comes to saving for retirement. In our latest episode, we discuss these options and Derek gives some advice on how best to navigate the opportunities to save. Find complete show notes and lin
Hey Gen-X, should you have a ROTH IRA? Think you may not be eligible to use one so never bothered? In our latest episode, Derek discusses why some may be getting one soon and why a ROTH can be helpful as you plan for your retirement. Find com
Have you ever wondered why the Federal Reserve aims to hit a 2% inflation rate? In this episode of The Novice and The Nerd, Derek explains why that number is typically the goal and how not hitting that target could affect the markets. Find c
On this episode, Derek examines the current state of the commercial real estate market and how fears of changing work habits are large office buildings across the US. Find complete show notes and links on our website, StrategicPoint.com. Foll
On this episode, we discuss the Novice’s realization that her new, “used” car payment may be just a little more expensive than she was planning for. Separately, Derek discusses how maturing 2020 leases may put owners in an advantageous positi
On this episode of the Novice and the Nerd, Derek and Laura discuss the current state of the housing market and the dramatic differences Derek sees between now and 2008. Find complete show notes and links on our website, StrategicPoint.com.
On this episode of Novice and the nerd, Laura and Derek do a postmortem on the Silicon Valley Bank failure and how some of their issues could impact local banks in our area. The information contained in this podcast is not intended as investmen
On this episode, Derek explains what stock buybacks are, why companies are issuing them, and why they can be so polarizing. Find complete show notes and links on our website, StrategicPoint.com. Follow us on Twitter, like StrategicPoint on F
With the US hitting the debt ceiling again in January 2023, Derek and Laura discuss its potential impact on markets and the economy. Find complete show notes and links on our website, StrategicPoint.com. Follow us on Twitter, like StrategicP
Derek and Laura drill into SECURE Act 2.0 to see how it impacts your retirement plan for topics like Required Minimum Distributions, ROTH IRA’s, company 401k matches and much more. Find complete show notes and links on our website, StrategicPo
Derek and Laura discuss the FTX bankruptcy and then changes to taxes and retirement savings for 2023! Find complete show notes and links on our website, StrategicPoint.com. Follow us on Twitter, like StrategicPoint on Facebook, and feel free t
The bond market has had a rough year- Derek and Laura cover the basics of bond investing & why 2022 has been so challenging for bond investors. Find complete show notes and links on our website, StrategicPoint.com. Follow us on Twitter, like
Do you have CDs? Derek and Laura discuss why you may want to consider breaking them. Additionally, they talk about why all of us in New England might be sitting in the dark this winter, thanks to WW1 and Russia.Find complete show notes and link
Do you have CDs? Derek and Laura discuss why you may want to consider breaking them. Additionally, they talk about why all of us in New England might be sitting in the dark this winter, thanks to WW1 and Russia. Find complete show notes and li
On this episode we discuss what Stagflation is, why some are worried about it and what can be done. Find complete show notes and links on our website, StrategicPoint.com. Follow us on Twitter, like StrategicPoint on Facebook, and feel free to
Derek and Laura invite another "nerd" and fellow advisor Kristina Mello to talk about different insurance policies and answer a listener's question! Find complete show notes and links on our website, StrategicPoint.com. Follow us on Twitter, l
There's more to measuring inflation than just the monthly press release. Our episode today breaks down some other commonly used data to see what the trends in inflation show. Find complete show notes and links on our website, StrategicPoint.co
Have you been hearing about “government bonds” offering a higher return lately? Derek explains what iBonds are and what investing in them looks like. We also discuss Bitcoin potentially being offered in 401(k) plans and an update on the SECURE
After the Fed raised rates by 0.5%, Derek and Laura discuss the recent market moves, and our nerd explains the lack of control investors can have in both the stock and bond markets. Find complete show notes and links on our website, StrategicP
In this episode the Novice and the Nerd discuss the VIX index, the Fed raising rates and if high gas prices are here to stay Find complete show notes and links on our website, StrategicPoint.com. Follow us on Twitter, like StrategicPoint on Fa
In this episode, Laura and (guest “nerd”) Kristina Mello use the timing of Women’s History Month to focus on the unique financial challenges women can face, along with highlighting the importance of financial planning. Find complete show note
This episode covers the Russian invasion of Ukraine and how it could potentially impact the US economy, the markets and monetary policy. Find complete show notes and links on our website, StrategicPoint.com. Follow us on Twitter, like Strate
Can you reach one million in your retirement account by simply saving? Derek breaks down how to accomplish this feat, and he also shares his personal story of what it's like to buy a car in 2022! Find complete show notes and links on our websi
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