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PODCAST EPISODE 252: Mortgage Rates are Not What They Seem

Date October 5, 2022
https://www.youtube.com/watch?v=ZbX2OQS_cyk WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners. 02:25 – Article Breakdown: That Benchmark Mortgage Rate Typically Isn’t Offered 10:40 – Article Breakdown: Mortgage rates causing ‘lock-in effect,’ limiting nation’s housing supply 13:50 – Why would some…

PODCAST EPISODE 250: Investing in a Recession

Date September 21, 2022
https://www.youtube.com/watch?v=rXi5cjq4zg4 WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners. 01:45 – The year by the numbers 09:48 – What history tells us by the numbers. 12:40 – Volatility and how to buffer. 18:08 – Bonds and how they…

PODCAST EPISODE 249: When You Self Insure, You Are a Pool of ONE

Date September 14, 2022
https://www.youtube.com/watch?v=vpOz93D9T8Y WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners. 00:40 – Self Insurance and the definition of insurance. 03:00 – Self-Insurance scenario breakdown. 06:30 – reassessing your insurance ideaology. 11:20 – Closing thoughts 12:02 – Episode ends, thank…

PODCAST EPISODE 248: Is Your Mutual Fund Manager Doing This?

Date August 31, 2022
WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners. 01:20 – Setting the stage for the article breakdown, How benchmarks work. 14:45 – Article Breakdown: How to Beat the Stock Market Without Even Lying (WSJ). 22:42 – What this…

PODCAST EPISODE 247: Hidden Costs of IRA Rollovers

Date August 24, 2022
WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners. 02:25 – Article Breakdown: The Hidden Costs of IRA Rollovers 15:28 – Examples of rolling over to IRA’s. 23:10 – When does an IRA rollover make sense. 28:22 – Considering…