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PODCAST EPISODE 240: The Best Tech Fund You Never Knew You Owned

       WHAT WAS COVERED 00:00 – Episode Begins, Corey Welcomes Listeners 04:05 – Intro topic: S&P 500 Beliefs 05:00 – M.A.G.A. stocks and their index effect 08:10 – Rebalancing in volatile markets 09:25 – Analyzing the “drift” 10:30 – Re-constitution cost 12:30 – Drift conclusions 14;55 – How to benefit from understanding drift 17:05 – Sound Financial …

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PODCAST EPISODE 239: Income Investing in Retirement

     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 other. 14:25 – Final thoughts. 18:25 – Episode ends, thank you for listening. Instead of having one middle …

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PODCAST EPISODE 238: Crypto and Principles for Investing

     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 a portfolio. 08:16 – Paul on expected return. 09:00 – Paul on mitigating uncertainty. 09:40 – Paul on …

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PODCAST EPISODE 237: Why Spouses Should Plan Together

   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 need to be heard. 17:05 – Closing thoughts 17:30 – Episode ends, thank you for listening. Two people can …

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PODCAST EPISODE 236: “Big Changes” Small Differences

 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 This Much Income in Retirement” – Yahoo Finance 17:00 – Article Breakdown: “5 Lessons To Take From Millionaires Who Are …

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

 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 habits. 13:28 – Risk in light of lost time. 15:13 – Easter eggs and closing thoughts. [Tweet “The “rule of …

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PODCAST EPISODE 234: Countering What Your Kids Are Learning In School

 WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 00:40 – What kids are learning about the stock market. 06:50 – How to handle the stock market trading game. 11:15 – Closing thoughts. 11:55 – Episode ends, Thank you for listening [Tweet “Leverage is the biggest danger to investors, because it can force you to sell when it’s …

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PODCAST EPISODE 233: Does the Headline Match the Data?

 WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 01:34 – Article Breakdown: “Finds almost 80% of active fund managers are falling behind there index” 06:30 – Article Breakdown: “More awful news for homebuyers: Mortgage rates just made the biggest jump this century” 16:00 – Article Breakdown: “Women are far less financially prepared for retirement than men: TransAmerica …

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PODCAST EPISODE 232: Ugly Retirement Decisions in a Wild Market!

   WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 01:05 – Episode look ahead. 02:00 – Article Breakdown: “The Secrets To Braving The Wild Markets” – WSJ 09:40 – Article Breakdown: “Fidelity study shows ‘downright ugly’ retirement moves Americans made over the past two years” – FOX 16:15 – Article Breakdown: “Will Social Security run out of …

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PODCAST EPISODE 231: Holding Strategy in the Midst of Crisis

     WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 05:05 – Historical trends on market declines. 07:04 -What the disciplined investor should know. 11:33 – The truth of the stock market’s performance. 15:00 – closing thoughts 15:32 – Episode ends, thank you for listening. What I want you to think about and change your frame around …