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Chuck n Ann 2018-05-29T23:04:08+00:00

“Chuck n’ Ann on Finance” by IIE Financial

“Chuck n’ Ann on Finance” is a fast-paced financial show with Catholic hosts, Chuck and Annie Fulkerson. Each week they’ll cover what happened in the markets and why, pull some news headlines (always including some news-of-the-weird), drop some knowledge on well-known and lesser-known financial topics with a fresh perspective and entertaining explanations, deliver ways to plan for the future and be a good steward of the money in your account, and since they’re in Houston, TX shed some light on what’s going on in the oil industry. For a look at a topic that touches each and every one of us, check out the current financial world through a Catholic lens with Chuck and Annie Fulkerson.

What is IIE Financial?

IIE Financial is a uniquely Catholic Christian financial and investment advisor and wealth planner, who can serve individuals, businesses, trusts, endowments, qualified retirement plans, 401(k) and SIMPLE IRA plans, and more. We established and conduct every aspect of our business according to the wise and holy words of St. Thomas Aquinas in his definition of “love” – to will the good of another. The way we do that is by providing investment advice that is not the same as a typical investment advisor: No buy and hold. No mutual funds. No layering of fees.

We focus on a variety of low cost products that can help maximize returns when the markets are rising and preserve wealth in falling markets. IIE Financial is an independent firm, which means that we are not limited in our investment products. Instead, we focus on what is best for you and not what is best for a firm. We also have the ability to customize investments based on companies who meet USCCB standards.

Chuck has a passion for helping people achieve the life they choose to live, not just the one they have to. As the founder of IIE Financial, he uses his knowledge and 15+ years of experience to build active investment strategies that fit into the firm’s overall mission to help clients achieve long-term financial health and be good stewards of the money in their accounts. He was introduced to the financial markets early in his career by a group of friends and colleagues that were experienced in the industry and were making a positive difference in the lives of others. The desire to learn more about how markets work led to him to become an insurance specialist before finding his passion as a financial educator.

The financial industry’s traditional investment approach and lack of effective risk management led him to develop investment solutions that could reduce risk while providing the returns needed for clients to achieve the life they desired. Chuck began teaching for the world’s largest international trading and investing education academy, eventually becoming Director of both instructor and student development. During his time with the academy he personally taught over 10,000 students all over the world in many different capacities, including but not limited to short and long term trading and investing using asset classes such as stocks, options, futures, forex, etc. in both physical classrooms and online while also directing a team of 100+ global instructors.

During his time teaching classes about Stocks, Options, Futures, Forex, Real Estate, and Portfolio Management he discovered that many of the investors who came to learn were really just looking for a better solution to their problem. They were really looking for someone that would manage their assets in a way that would increase probability, decrease risk, and give them true diversification. Chuck founded IIE Financial with the mission statement “willing the good of another” and his unique investment systems because of those countless investors who were eager for a very crucial solution to a very common problem.

Chuck and Annie live in Houston TX with their two sons, and together they run IIE Financial, are also the hosts of the Salt and Light podcast (also found here on BreadBox and to learn more visit www.saltandlightonline.com), and are active members of St Martha Catholic Church with the Knights of Columbus and the ACTS community just to name a few.

Chuck and Annie can be reached online at www.iiefinancial.com, email chuck@iiefinancial.com or annie@iiefinancial.com, or call 832-953-4998.

Chuck ‘N Ann on Finance – Episode 24

In this week’s episode, we give you an insider’s look into our 3-week 16-state family road trip, a temper tantrum at the US Open, and an update on the developing trade policies and the markets. A lot packed into 12 minutes. Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 Visit us online at www.iiefinancial.com and call 832-953-4998 to discuss your investment plan with Chuck, a uniquely Catholic Christian financial advisor. Be a good steward of the money in your account. Don’t forget to check out our other show on Breadbox Media- Salt and Light! Support this Podcast and the Breadbox Media network with your Premium Membership and unlock your deals today. https://www.breadboxmedia.com/chuck-n-ann-on-finance.html

By | June 18th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck ‘N Ann on Finance – Episode 23

North Korea summit, UCB, Fed meeting all go down this week. How will it affect the markets? Fulkerson massive road trip results in a bloody nose. Naked men running the streets of Pittsburgh make this week’s news of the weird, and what indexes may yield or not yield over the next several decades. Will the theory of “the market will always come back” hold up? Join Chuck and Ann on this week’s episode as they discuss these topics and more. Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 Visit us online at www.iiefinancial.com and call 832-953-4998 to discuss your investment plan with Chuck, a uniquely Catholic Christian financial advisor. Be a good steward of the money in your account. Don’t forget to check out our other show on Breadbox Media- Salt and Light!

By | June 11th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck ‘N Ann on Finance – Episode 22

Political news can cause investors and traders alike to overreact to market movements. In this week’s episode we look at the week that was, analyze the markets, and discuss what previous market movements can tell us about what we can expect in the future aka “foot prints in the snow”. Tune in to this episode; be a good steward of the money that’s in your account. Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 Visit us online at www.iiefinancial.com and call 832-953-4998 to discuss your investment plan with Chuck, a uniquely Catholic Christian financial advisor. Don’t forget to check out our other show on Breadbox Media- Salt and Light!

By | June 4th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck ‘N Ann on Finance – Episode 21

With the Memorial Day weekend behind us, we look international at Italy’s most recent political and economic turmoil. What’s going on in Italy right now? What does it have to do with the EU? What does it have to do with investments you may have and what you can do about it? Tune in to this week’s episode. Be a good steward. Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 Visit us online at www.iiefinancial.com and call 832-953-4998 to discuss your investment plan with Chuck, a uniquely Catholic Christian financial advisor. Don’t forget to check out our other show on Breadbox Media- Salt and Light!

By | May 30th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck ‘N Ann on Finance – Episode 20

Mother’s Day edition of the show! Chuck and Annie share their whirlwind weekend with listeners then dive right into market analysis, what the futures market is telling us about the economy and global trade speculation, how companies are being affected by the “trade wars,” what they’re doing to hedge themselves,and what an individual investor can do to protect him or herself. Be a good steward. Visit us online www.iiefinancial.com, and call us to discuss your investment plan at 832-953-4998. Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 Don’t forget to check out our other show on Breadbox Media- Salt and Light!

By | May 14th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments