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PODCAST EPISODE 198 – HSA The Triple Tax-Free Account

 EPISODE SUMMARY If you knew you could have an account that you could deduct contributions, and grow tax-free, while also being able to access it before retirement age, would you be interested? Well, it’s true, it’s called an HSA account Paul and Cory spoke live on Youtube and Facebook about how to utilize the benefits of an HSA account …

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PODCAST EPISODE 197 – Grandpa Said Invest In Gold

 EPISODE SUMMARY Grandpa always said, “gold is the best place to put your money”. However, if you have invested in gold, did you know what it would cost you to sell it when you purchased it? Over time, has gold truly out beat inflation? Is crypto-currency the new gold of the 40’s? as the price of gold escalates, Paul …

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PODCAST EPISODE 196 – Fun With The CPI… The Christmas Price Index

 EPISODE SUMMARY In a year many of us would rather forget, we still have been able to make memories. 2020 had plenty of plot-twists Paul and Cory bring you one last twist; Analyzing the CPI (Christmas Price Index). Discover what the 12 days of Christmas have to do with futures and hear Paul and Cory count their blessings listeners …

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PODCAST EPISODE 195 – Solutions To The Illusions Of Investing

 EPISODE SUMMARY Beard growth and momentum investing aren’t too different, they’re both real, they’re just not profitable, (unless it’s Paul Adams beard of course). After discussing the illusions of investing last week, Paul and Cory break down the actions you can take as solutions to those illusions. WHAT WAS COVERED 00:00 – Show starts. 00:35 – Paul welcomes the …

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PODCAST EPISODE 194 – Illusions of Investing (Condensed)

 EPISODE SUMMARY Ever wonder what World War 2 bombers have to do with big-box financial retail? How about why mutual funds point to their track record of success and yet say it isn’t a guarantee for success in their disclaimer? Managing money can be complex but Paul and Cory take this time to dispel a few illusions of investing …

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PODCAST EPISODE 193 – What Last Week Taught Us About Market Timing & Other Ways the Media Steers Us Wrong

 EPISODE SUMMARY If you know in January what would happen this year, how would you predict the market would move? Ultimately not a single person was able to project how the market would move this year, and even so, all speculations along the way have not panned out in most common projections. This conversation breaks down why market timing …

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PODCAST EPISODE 192: Your Financial Sacred Cows Could Be Milking You

 EPISODE SUMMARY Have you questioned your financial beliefs recently? Some would say we have a tendency to hold onto our “sacred cows” and stick with financial practices because it’s “always been that way”. Check out this live podcast with Paul and Cory as they breakdown our financial sacred cows. WHAT WAS COVERED 00:35 Episode Begins. 00:35 – Paul Welcomes. …

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PODCAST EPISODE 191: Where We Actually Have the Most Control, But Think We Have the Least

 EPISODE SUMMARY The very things that make us look wealthy erode our capacity to build wealth. Do you know how much of your income is deployed into tools for your future compared to what you or your household consumes? This is a sensitive topic for most people, simply because our lifestyles suggest we should always be spending. Paul and …

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PODCAST EPISODE 190: COVID CARES Act Roth Conversation + What We Learned From Trump’s Tax Returns

 EPISODE SUMMARY If you had an opportunity to use the IRS’s money to reinvest in a Roth would you take it? Of course! That opportunity is here. Paul and Cory discuss on a part of the CARES Act that allows you access to your 401k or IRA penalty-free. WHAT WAS COVERED 00:00 – Special welcome message 00:30 – Show …

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PODCAST EPISODE 189: Brock Blake CEO of Lendio – Saving The American Dream

   EPISODE SUMMARY While March for many people was a month that spelled disaster, Brock Blake saw an opportunity, not to simply chase the American dream of financial gains through business, rather save it. In this episode, Paul and Cory speak with CEO of Lendio Brock Blake, on how March was the moment his company catapulted into its position …