Making Finance Fun

Making Finance Fun

financialplannerpeoriail.com/podcast
Welcome to Peoria Illinois’ premiere financial podcast! On the show, CERTIFIED FINANCIAL PLANNER™ and author, Rockie Zeigler III, discusses investing and personal finance in a fun and easy to understand manner. We will also dig into topics such as taxes, the stock markets, debt pay-down strategies, how to increase your credit score, college savings accounts, how to protect your money from economic downturns and much more! Let us know how we’re doing! Leave us a review or reach us at: Rockie@rpzeigler.com or FinancialPlannerPeoriaIL.com


#35: What is a Stock Anyways?
Aug 4 • 14 min
What is a stock? What are the main types of stock? How can you buy stock? If you’re new to the world of investing—or simply want a refresher on industry terminology—listen to this episode of Making Finance Fun. Beginners and savvy investors…
#34: Explaining the 4 Types of ETFs
Jul 21 • 21 min
There are four main types of ETFs: passive, active, factor, and sector. In 2019—According to this —there were 6,970 ETFs globally. With so many options to choose from, how do you determine which fits your investment mix? Or if you want to invest…
What Does The Phase 4 Reopening Plan Mean For The Peoria IL Area?
Jul 14 • 23 min
Recently, the North Central region of Illinois advanced into Phase 4 of the Restore Illinois coronavirus response package put together by JB Pritzker. Indoor dining has resumed (on a limited basis), as has the ability for movie theaters to resume…
#32: Cash Balance Pension Plans 101
Jul 7 • 13 min
What is a cash balance pension plan? What do you do with a cash balance pension plan? How is money contributed and how is it dispersed when you retire? In this episode of Making Finance Fun, I answer some frequently asked questions about this specific…
#31: Choosing Between Mutual Funds and ETFs [4 Key Differences]
Jun 23 • 35 min
What is the difference between a mutual fund and an ETF? Which should you buy—a mutual fund or an ETF? What are the deciding factors? In this episode of Making Finance Fun, I take a deep dive into mutual funds and ETFs. I’ll define the two terms,…
#30: A Discussion With RP Zeigler Investments Operations Manager Amanda LeQuia
Jun 18 • 44 min
On today’s episode, we get to know Amanda LeQuia a little bit better. Among other things, she is the Operations Manager at my firm RP Zeigler Investments, the Operations Manager at The Pizza Peel, a military fiance, and just flat out a great…
#29: Has the Stock Market Stabilized? [My Opinion]
Jun 9 • 16 min
Has the stock market reached a point of stabilization? Are the volatile swings up or down beginning to equalize? In this episode of Making Finance Fun, I’m going to do my best to answer that question. I’ll define what ‘stabilization’ means,…
#28: Are Low Oil Prices Good Or Bad For The Economy?
May 26 • 22 min
Oil prices have been all over the board in recent months. We even saw a barrel of oil drop into negative price territory, which is an extremely rare event. Gas prices have been very volatile, as well. What does this mean for our economy on both…
#27: Large or Small Tax Return: Which is Better?
May 12 • 13 min
Tax return season is upon us and with it comes many unwanted opinions. Some experts say that it’s better to aim for a small or break even tax return so you keep the extra income throughout the year. Others understand that people prefer a large…
#26: The Economic Data is BAD—So Why is the Stock Market UP?
May 5 • 22 min
This is one of the questions my clients are asking frequently right now: HOW is the stock market performing well when the economic data that’s being released is SO bad? In this episode, I talk about 3 things: what the economic data is, how the stock…
#25: Coronavirus Makes It Easier To Withdraw Money From Your 401(k) and/or IRA
Apr 28 • 15 min
If you have a 401(k) and/or IRA, listen up. Big changes have arisen due to COVID-19 that allow you to make easier, and more tax friendly withdrawals from your retirement account(s). I go over all of the recent changes in this episode. As…
#24: Stimulus Checks: What you NEED to Know
Apr 21 • 16 min
It’s been talked about for weeks: we all know that stimulus checks are being dispersed to Americans. But who qualifies? How will you get it? Will everyone get the full amount? Are the checks taxable? In this episode of Making Finance Fun, my goal is…
#23: 5 Tips to Manage Your 401k During the Coronavirus Pandemic
Apr 7 • 32 min
What do you do to manage your 401k when the economy is diving headfirst into a recession? The Coronavirus has forced itself to the forefront of our minds day-in and day-out—there’s no escaping its reach. You may be getting nervous about the money…
#22: 4 Things to Take Into Account During a Market Downturn
Mar 24 • 34 min
With the panic and hysteria that’s surrounding the Coronavirus, everyone is worried about the stock market. Is the market going to continue to plummet? Will we go into a recession—or worse, a depression? Is our economy going to hold up? In this…
#21: What Could a High Impact Business Program Mean for your Taxes?
Mar 10 • 16 min
Do you know what a High Impact Business Program (HIB) is? Were you aware that it impacts how you file your taxes in the state of Illinois? There are 4 companies in Illinois where the HIB allows you to subtract your dividends from your gross income…
#20: Your FICO Score Is Probably Going To Change This Summer
Feb 25 • 21 min
Changes are coming to your FICO score this summer. Why should you care? Well, your FICO score goes a long way in determining what types of loan(s) you can get and what interest rate you will pay. If your FICO score is good, then you will generally get…
#19: 5 Things That Could Crash The Stock Markets In 2020
Feb 11 • 17 min
Are the stock markets going to crash in 2020? No one knows with any degree of certainty, including me. However, anything can happen, especially during an election year. In this episode I go over 5 things that could cause a market meltdown in…
#18: Big Changes In 2020 And Beyond for IRAs, 529 College Savings Accounts & 401(k)s
Jan 28 • 23 min
If you own a 529 college savings account, 401(k), IRA or inherited IRA, then you may notice some changes this year and beyond. The SECURE ACT was passed by congress and signed by President Trump late last year. It laid out some sweeping changes for…
#17: How To Invest When The Stock Markets Are At All Time Highs
Jan 2 • 17 min
How should you invest your money when the stock markets are at, or near, all time highs? I go over a few strategies and ideas for you in this short episode.
#16: The Christmas Show - My Top 5 Christmas Songs & Top 5 Christmas Movies Of All Time
Dec 23, 2019 • 14 min
In this special Christmas episode, Rockie reveals his top 5 favorite Christmas songs and top 5 Christmas movies of all time. Feel free to agree or disagree, but either way, let us know your top 5 songs and movies for the Christmas Season!
#15: Major Tax Increases Coming To Illinois in 2020
Dec 17, 2019 • 15 min
Did you know that there are over 20 new taxes and tax hikes scheduled to hit Illinoisans Jan 1st, 2020? Well you do now! Most of them revolve around your vehicle. Registration taxes, parking garage taxes, cigarette taxes, taxes on beer, spirits and…
#14: The Thanksgiving Show - The Top 10 Things I’m Thankful For In 2019
Dec 2, 2019 • 20 min
In the spirit of the season, in this episode, I talk about the top 10 things I’m thankful for in 2019. Five things professionally and five things personally. I hope you enjoy the show!
#13: How Do The Stock Markets Perform During Election Years
Nov 26, 2019 • 17 min
I’ve been in this business for 12 years, and I’ve worked with clients from all walks of life. Both in terms of wealth, and in terms of age. With that said, I’ve noticed that I get similar questions from many of my clients regardless of their…
#12: How The Fed Lowing Interest Rates (Again) May Affect Your Investments
Nov 11, 2019 • 10 min
How does the Federal Reserve lowering interest rates affect your investments? I explain in this short episode. We welcome your feedback here at the show. Leave us a review on Apple Podcasts, or reach us the following ways: Email: Blog/Podcast…
#11: Derick Boyd - Rewriting The Narrative In The African-American Community
Nov 4, 2019 • 56 min
Derick’s resume is loaded. He has 2 Masters degrees. He is currently working on his PhD, is the father of a new baby girl, and the founder of For You The Culture, a non-profit whose mission is to “rewrite the narrative of the African-American…
#10: If the President Gets Impeached, Is the Stock Market Going To Crash?
Oct 21, 2019 • 18 min
One the hot topics right now, both on Capital Hill and on Wall Street, is a possible Presidential impeachment. This show WILL NOT be an analysis of the political situation at the White House and in Congress, but rather a look back at historical…
#9: How To Properly Analyze And Select A Mutual Fund
Oct 7, 2019 • 11 min
When considering buying a mutual fund, or any investment for that matter, it’s important analyze them properly. Factors such as fees, risk and tax efficiency should come into play when making a decision to buy an investment or not. However, when it…
#8: What Is The Stock Market? How Does It Work?
Sep 24, 2019 • 13 min
In my 12 years as a Financial Planner, I’ve been asked many questions about the “stock market.” It’s a term that gets used quite often, but it rarely gets defined. I thought I’d take an opportunity to get back to the basics of investing and personal…
#7: Taylor Little - How She Turned Three Miscarriages Into A Nationwide Resource For Women Struggling With Fertility Problems & Miscarriages
Sep 15, 2019 • 58 min
Taylor is a mother of one, a devoted wife and the Children’s Ministry Director at in Peoria. She and her husband David have struggled with fertility issues in recent years, and they have also overcome three separate miscarriages. …
#6: Craig Janssen - How To Adapt & Thrive In An Ever Changing Business Climate
Sep 5, 2019 • 64 min
Despite the recent fad diets such as Keto, The Atkins Diet and the South Beach Diet, Craig has been able to run a growing, profitable and predominately carb centric business. He is a father of three, as well as the owner of both Great Harvest Bread Co…
#5: Is There An Imminent Recession Coming?
Aug 28, 2019 • 22 min
Every once in awhile here at the show, we are going to mix in a shorter episode that will cover various financial topics, being that Rockie is a Financial Planner and all. On today’s episode of Rockie’s Rants, we are going to talk about…
#4: Melissa Grunow - Award Winning Author & Asst Professor of English at ICC
Aug 14, 2019 • 86 min
Melissa Grunow is the author of I Don’t Belong Here: Essays (New Meridian Arts Press, 2018) and Realizing River City: A Memoir (Tumbleweed Books, 2016), which won the 2018 Book Excellence Award in Memoir, the 2017 Silver Medal in…
#3: Shawn Hayes - The Real Estate & Economic Climate in Peoria
Aug 2, 2019 • 63 min
Owner of Principle Property Management and real estate investor Shawn Hayes, is my guest on the show today. I’ve known Shawn since all the way back in kindergarten. In fact, he was a large part of the reason that I moved to Peoria, back in the summer…
#2: Ryan Anderson - Mentoring High School Students in The Peoria Area
Jul 30, 2019 • 70 min
#1: Introduction To The Show
Jul 22, 2019 • 4 min
A preview of what this show is going to be all about. Contact The Show At: Email: Rockie@rpzeigler.com Call or Text: 309-240-8787 Website: rpzeigler.com Rockie’s Books: