View Post

PODCAST EPISODE 245 – I Bonds, Inherited IRA Rules & surviving the lottery

   WHAT WAS COVERED 00:00 – Episode begins Paul, welcomes listeners. 01:30 – Article Breakdown – “My Husband Flipped Over Series I Savings Bonds Rates. Then We Read the Fine Print” 09:25 – Article Breakdown – “IRS Changes Guidelines for Inherited IRAs, Causing Confusion and Pushback” 15:10 – Article Breakdown – “10 times hitting the lottery jackpot ended in …

View Post

PODCAST EPISODE 244 – Equations for Happiness

 WHAT WAS COVERED 00:00 – Show Begins, Paul Welcomes listeners. 02:10 – Article Breakdown – “How To Want Less” 14:45 – Living in the gap. 20:00 – You control your wants. 21:25 – Closing thoughts. 22:19 – Episode ends, thank you for listening. Satisfaction equals your haves divided by your wants. #YourBusinessYourWealth Click To Tweet One of the quickest …

View Post

PODCAST EPISODE 243: Medicare – Unscrambling the Alphabet Soup

 WHAT WAS COVERED 00:00 – Episode Begins, Corey Welcomes Listeners 01:20 – Cory Welcomes guest David Preston. 05:00 – The alphabet soup of Medicare. 08:35 – When do I actually have to enroll in Medicare? 14:50 – Medicare and variable rates. 18:05 – Medicare Advantage plans. 24:30 – Stepping up to the plate. 26:16 – closing thoughts. 27:00 – …

View Post

PODCAST EPISODE 242: Market Debacle or Market Maintenance?

 WHAT WAS COVERED 00:00 – Episode Begins, Corey Welcomes Listeners 00:55 – Reviewing the scope of todays episode. 01:55 – “The Elusive Obvious” 05:30 – Whats wrong with “The Winners Circle”. 14:40 – What do you do in a downturn? 16:15 – Closing thoughts 17:17 – Episode ends, thank you for listening. We are not suppose to have positive …

View Post

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 …

View Post

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 …

View Post

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 …

View Post

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 …

View Post

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 …

View Post

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 …