Your Financial Workout w/ Luke and Drew

About Your Financial Workout w/ Luke and Drew

- Continuous Learning for Financial Success - Tune in for a lively discussion between two financial professionals as they unravel the world of finance. From education, to navigating market news, these friends share their insights with a blend of expertise and humor.

Publisher

Luke and Drew

Category

business

Language

en

Explicit

No

First episode

5 Jun 2024

Latest episode

6 Dec 2024

Latest episodes

19 episodes in the feed.

1. 

   6 Dec 2024

   Episode 19 - Your Financial Workout (Commodities & Crypto)

   Luke Anderson and Drew share insights on navigating commodities and crypto markets, helping listeners make informed investment decisions and achieve financial success.

2. 

   22 Nov 2024

   Episode 18 - Your Financial Workout (Home Buying)

   Luke Anderson and Drew discuss how to achieve financial fitness through home buying, providing expert insights for navigating the complex economic landscape.

3. 

   18 Nov 2024

   Episode 17 - Your Financial Workout (Tax-Loss Harvesting)

   - Continuous Learning for Financial Success - Tax-Loss Harvesting / Economic News Yourfinancialworkoutca@gmail.com The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly.Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss.Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice.Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.The hosts are not attorneys, and the content of this podcast is not intended to substitute professional legal advice. Always seek the counsel of a qualified legal professional with any questions regarding legal matters.Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index.The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

4. 

   25 Oct 2024

   Episode 16 - Your Financial Workout (Money Market)

   - Continuous Learning for Financial Success - Money Market / Economic News Yourfinancialworkoutca@gmail.com The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. The hosts are not attorneys, and the content of this podcast is not intended to substitute professional legal advice. Always seek the counsel of a qualified legal professional with any questions regarding legal matters. Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index. The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

5. 

   11 Oct 2024

   Episode 15 - Your Financial Workout (Bond Investing)

   - Continuous Learning for Financial Success - Bonds / Economic News Yourfinancialworkoutca@gmail.com The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. The hosts are not attorneys, and the content of this podcast is not intended to substitute professional legal advice. Always seek the counsel of a qualified legal professional with any questions regarding legal matters. Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index. The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

6. 

   4 Oct 2024

   Episode 14 - Your Financial Workout (Stock Investing)

   - Continuous Learning for Financial Success - Stocks / Economic News Yourfinancialworkoutca@gmail.com The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. The hosts are not attorneys, and the content of this podcast is not intended to substitute professional legal advice. Always seek the counsel of a qualified legal professional with any questions regarding legal matters. Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index. The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

7. 

   27 Sept 2024

   Episode 13 - Your Financial Workout (Taxes and Forms)

   - Continuous Learning for Financial Success - Taxes and Forms / Economic News Yourfinancialworkoutca@gmail.com The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. The hosts are not attorneys, and the content of this podcast is not intended to substitute professional legal advice. Always seek the counsel of a qualified legal professional with any questions regarding legal matters. Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index. The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

8. 

   20 Sept 2024

   Episode 12 - Your Financial Workout (Interest Rates and the Federal Reserve)

   - Continuous Learning for Financial Success - Economic news / Interest Rates and the Federal Reserve Yourfinancialworkoutca@gmail.com The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. The hosts are not attorneys, and the content of this podcast is not intended to substitute professional legal advice. Always seek the counsel of a qualified legal professional with any questions regarding legal matters. Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index. The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

9. 

   13 Sept 2024

   Episode 11 - Your Financial Workout (Power of Attorney and Medical Directive)

   - Continuous Learning for Financial Success - Economic news / Power of Attorney and Medical Directive Yourfinancialworkoutca@gmail.com The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. The hosts are not attorneys, and the content of this podcast is not intended to substitute professional legal advice. Always seek the counsel of a qualified legal professional with any questions regarding legal matters. Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index. The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

10. 

    6 Sept 2024

    Episode 10 - Your Financial Workout (Beneficiaries & Trusts)

    - Continuous Learning for Financial Success - Economic news / Beneficiaries & Trusts The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index. The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

11. 

    16 Aug 2024

    Episode 9 - Your Financial Workout (Custodial Accounts and UTMAs)

    - Continuous Learning for Financial Success - Economic news / Custodial Accounts and UTMAs The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index. The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

12. 

    9 Aug 2024

    Episode 8 - Your Financial Workout (Borrowing and Credit)

    - Continuous Learning for Financial Success - Economic news / Borrowing and Credit The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index. The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

13. 

    7 Aug 2024

    Episode 7 - Your Financial Workout (Life Stages and Investing)

    - Continuous Learning for Financial Success - Economic news / Life Stages and Investing The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index. The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

14. 

    30 Jul 2024

    Episode 6 - Your Financial Workout (Budgeting)

    - Continuous Learning for Financial Success - Economic news / Budgeting The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index. The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

15. 

    24 Jul 2024

    Episode 5 - Your Financial Workout (Investor Psychology - Part 2)

    - Continuous Learning for Financial Success - Economic news / Investor Psychology (Part 2) The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Any reference to a market index is included for illustrative purposes only as it is not possible to directly invest in an index. The podcast contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks and other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed in the podcast will come to pass.

16. 

    17 Jul 2024

    Episode 4 - Your Financial Workout (Investor Psychology - Part 1)

    - Continuous Learning for Financial Success - Economic news / Investor Psychology (Part 1) The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

17. 

    2 Jul 2024

    Episode 3 - Your Financial Workout (IRA Account Information)

    - Continuous Learning for Financial Success - Economic news / IRA Account Information The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Andrew Kritikos and Luke Anderson and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information discussed does not purport to be a complete description of the securities, markets, or developments referred to in this podcast. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. You should discuss any tax or legal matters with the appropriate professional.

18. 

    19 Jun 2024

    Episode 2 - Your Financial Workout (401k Account Information)

    - Continuous Learning for Financial Success - Economic news / 401k Account Information The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Any opinions are those of Andrew Kritikos and Luke Anderson and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information discussed does not purport to be a complete description of the securities, markets, or developments referred to in this podcast. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.

19. 

    5 Jun 2024

    Episode 1 - Your Financial Workout (Intro)

    - Continuous Learning for Financial Success - The podcasts contain information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to their accuracy or completeness. Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance. The publishers of the podcast do not provide tax or legal advice. Listeners should contact their tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. All information is provided solely for convenience purposes and all users thereof should be guided accordingly. Any opinions are those of Andrew Kritikos and Kritikos Wealth Management of Raymond James and not necessarily those of Raymond James. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information contained in this report does not purport to be a complete description of the securities, markets, or development referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past performance is not indicative of future results. Diversification and asset allocation do not ensure a profit or protect against a loss. Luke Anderson is an Investment Adviser Representative of SteelPeak Wealth, LLC (“SteelPeak”) an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. SteelPeak had no involvement in the preparation or publication of this podcast which is solely done in Mr. Anderson’s individual capacity. The “Your Financial Workout” podcasts do not include investment advice and are not provided by Mr. Anderson in his capacity as an investment adviser representative of SteelPeak. The podcasts are meant to be educational only and should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities, or the rendering of investment advice. Raymond James is not affiliated with Luke Anderson or Steel Peak Wealth Management, LLC. 8700 Executive Woods Dr., Ste. 300 Lincoln, NE 68512: Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Any opinions are those of Andrew Kritikos and Luke Anderson and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. This information is intended to be educational and is not tailored to the investment needs of any specific investor. The information discussed does not purport to be a complete description of the securities, markets, or developments referred to in this podcast. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Contact Your Financial Workout w/ Luke and Drew

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.