View Post

PODCAST EPISODE 257 – What do you Want to be Thankful for Next Thanksgiving?

     WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners. 01:10 – What do you Want to be Thankful for Next Thanksgiving? 03:40 – The most important investment, family and relationships. 04:53 – Strategies on health. 08:45 – When money competes with gratitude. 13:05 – When dialing back can propel your aims forward. 18:45 – Contentment. 20:22 …

View Post

PODCAST EPISODE 256 – Seeing Through Media Falsehoods

     WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners 01:55 – Episode topic: Epistemology of certain words and phrases; a game based on a TikTok video. 06:00 – Task 1: “Break a Leg”. 8:20 – Task 2: Why a TV show pilot is called a pilot. 9:35 – Task 3: “This little piggy went to market”. …

View Post

PODCAST EPISODE 255 – FOMO Can Ruin Your Finances

     WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners 01:48 – Episode topic: FOMO or fear of missing out 02:30 – Article Breakdown: “The Fea of Missing Out Can Be a Killer for Investors…” (CNBC) 13:00 – Article Breakdown: “The Victims of FOMO. Reach Young Americans Have Lost Confidence in the Stock Market…” 23:28 – How …

View Post

PODCAST EPISODE 254: Can Millennials Retire Early?

   WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners 02:20 – Setting up the thought principles. 04:25 – Article Breakdown: “Millennials Want to Retire at 50…” (WSJ). 19:00 – future prospecting income increases. 26:25 – How it all comes back to your aims. 30:48 – Episode ends, thank you for listening.   We tend to float up …

View Post

PODCAST EPISODE 253 – Should You Sell Now?

     WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners 02:10 – Setting up the topic – “What do I do with the market” 03:25 – 1$ Million investment scenario 09:20 – Stats on a one year lookahead 16:20 – Reviewing downturns 21:05 – Your investing experience 27:53 – Episode ends, thank you for listening   In …

View Post

PODCAST EPISODE 252: Mortgage Rates are Not What They Seem

   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 one move mortgages right now. 19:25 – closing thoughts. 19:50 – Episode ends, thank you for listening.   The …

View Post

PODCAST EPISODE 251: Real Estate Rent or Sell? Tips on Getting Started

   WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners. 01:10 – Paul sets up topics for the episode. 02:48 – Article Breakdown: In a Slowing Housing Market, Sellers Ask: Why List a Home When You Can Collect Rent? 12:08 – Article Breakdown: Startup Firms Help Home Buyers Win Bidding Wars With All-Cash Offers. 17:30 – The Final …

View Post

PODCAST EPISODE 250: Investing in a Recession

 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 can bring a negative return. 22:52 – Inflation and “real” returns 28:30 – Episode ends, thank you for listening.   …

View Post

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

 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 you for listening.   To insure something means you enter into a contract with another entity, could be a government …

View Post

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

   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 means as an investor. 25:30 – Episode ends, thank you for listening.   23% of actively managed mutual …