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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 27

This week on Chuck n’ Ann on Finance: *”Never skip leg day” *What is a “balanced portfolio” and how doing it wrong can cost you and your family *What does it mean to have a “balanced portfolio” *News headlines are designed to ______ not drive your investments *How the professionals and retail investors use (and don’t use) news to make decisions. *Trump trade decisions- update Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 and check out Chuck’s daily market commentary on YouTube for an insight into how Chuck analyzes the markets: https://youtu.be/nJff2TIZvOg 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! 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 | July 9th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck ‘N Ann on Finance – Episode 26

This week on Chuck n’ Ann on Finance we talk about the week that was: *Chuck recounts his week at Investors Business Daily (IBD), where he filmed a 20+ hour Stock Options Course that IBD contracted him to write and film for their Home Study Course. *Market reaction to President Trump’s tweets on international trade, specifically regarding oil *Meat allergies in humans caused by a tiny insect bite becoming more common in the news segment *Market analysis and commentary Subscribe to our weekly newsletter here: http://bit.ly/2BytAE5 and check out Chuck’s daily market commentary on YouTube for an insight into how Chuck analyzes the markets: https://youtu.be/nJff2TIZvOg 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! 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 | July 2nd, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

Chuck ‘N Ann on Finance – Episode 25

In this week’s episode Chuck broadcasts from sunny California and assesses the market and the different sectors and breaks them down, specifically looking at tech and blue chips. What does the economy have to do with earnings and vice versa and why have earnings increased but price targets stayed the same? Finally, Chuck gives listeners a crash course in bonds and what short and long terms bonds can tell us about the future of the market and the economy. 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 26th, 2018|Categories: Chuck and Ann on Finance, Uncategorized|0 Comments

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