Podcast And Blog

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PODCAST EPISODE 239: Income Investing in Retirement

Date May 18, 2022
https://www.youtube.com/watch?v=wueHAAGFQI8 WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 01:35 – Setting up the discussion regarding distributions. 04:20 – Comparing a 50/50 portfolio to a 70/30 with a volatility buffer. 10:05 – why one strategy excels over the…

PODCAST EPISODE 238: Crypto and Principles for Investing

Date May 11, 2022
https://www.youtube.com/watch?v=bpTTSlBP8VU WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 00:50 – Dimensional Fund on Crypto 01:28 – The price of Bitcoin. 03:15 – Key considerations on bringing cryptocurrency into your portfolio. 07:20 – Where cryptocurrency might fit in…

PODCAST EPISODE 237: Why Spouses Should Plan Together

Date May 4, 2022
https://www.youtube.com/watch?v=sjaktm0kGZw WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 01:05 – Episode topics and setup. 02:42 – Chris Rock on Relationships. 03:42 – How to approach finances as a team. 10:00 – Personality types. 12:40 – Your aims…

PODCAST EPISODE 236: “Big Changes” Small Differences

Date April 27, 2022
https://www.youtube.com/watch?v=2fxLU9Xq_1Q WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 02:00 – Article Breakdown: “Big Changes Coming to 401k, Here What You Need To Know” – CNN Business 13:00 – Article Breakdown: “J.P. Morgan Says You’ll Need to Replace…

PODCAST EPISODE 235: The Debt We Owe To Our Future Selves

Date April 20, 2022
https://www.youtube.com/watch?v=MFpoEiQQ0Cg WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 00:35 – Article Breakdown: Are you saving enough for retirement? Odds are, probably not” – CNBC 02:45 – Retirement savings “rules” 09:15 – Behavioral practices that impact our savings…