EPISODE SUMMARY Have you ever felt like you couldn’t get out of your own way? Sometimes active managers get in the way of potential growth for your money. Joe Roggio from Dimensional Fund Advisors stops in to discuss why he goes with the mutual funds as opposed to ETF’s and breaks down the stats and…
EPISODE SUMMARY Everyone could agree that it’s foolish to gamble your life savings at a casino, however, people do it every day. Timing the market is a game major institutions want to make look winnable but the truth is it’s not the way to designing and building a good life. Paul and Cory take time…
EPISODE SUMMARY Tactics are often mistaken for strategies, and in financial planning, this can cause you to underutilize financial tools and vehicles. This week, Paul and Cory break down the difference between tactics and strategies and what it means for your money. Cory also addresses how the industry markets financial vehicles and 401k tactics and…
EPISODE SUMMARY It’s very easy to make assumptions about the market when watching headlines; however, it isn’t always a great idea. In this episode of the Your Business Your Wealth podcast, Paul and Cory dig up some research on the S&P 500 to reveal a radical truth. Learn more about “the best performing tech fund you never…
EPISODE SUMMARY Good counsel is a part of making good decisions, and many people are seeking financial counsel in light of the current economic climate. In this special episode of the Your Business Your Wealth podcast, Paul and Cory tackle 30 frequently asked questions that you may want to consider asking the next time you go looking…
EPISODE SUMMARY Surprise! Paul and Cory stopped in the studio to talk about opportunities that have opened up in the current climate of the market. Tune in for this brief episode to catch some insight on how to position yourself for success in the current economy. LINKS Curious what you can accomplish with our help?…
EPISODE SUMMARY Crises don’t stop business planning; rather, they just become a part of the agenda. This week, Paul & Cory get a moment to chat with CEO Mike McDerment. Mike speaks on the important components of projecting outcomes and making decisions at this time. He also explains what makes Freshbooks different than its competitors,…
EPISODE SUMMARY The Corona Virus is infecting people’s brains… In how they think about their money. In this episode Paul and Cory dispel many myths and confusion over the implications and conclusions being drawn from the markets correction with the uncertainty of the Corona Virus. LINKS Curious what you can accomplish with our help? Schedule…
EPISODE SUMMARY Today Paul and Cory chat with Dr. Stefan Sharkansky, owner of personalfund.com. Dr. Sharkansky was a pioneer in “robo-advising” and has created a tool for investors to use to better understand the true cost of investing in managed accounts. Paul and Cory ask big questions, and Dr. Sharkansky explains what plagues investors and…
The Myth of “Track Record Investing” Among even the most hallowed asset management firms, prior success can be attributed not to a series of calculated, informed actions or unique insights but rather the good fortune of being in the right place at the right time–something also known as random luck. One of the most attractive…
