EPISODE SUMMARY Black swan housing market events, truckloads of revenue in the crypto market and James Brown’s 100 million dollar estate are taking up provocative headlines in recent days. Instead of just reading headlines, look beyond the headlines with Paul and Cory in this week’s episode and discover what to make of the real stories, how to engage …
PODCAST EPISODE 206 – Shocking retirement stats, how long you will live and TIPs funds may not be as good as they look.
EPISODE SUMMARY Would you play chicken with your financial health in the last 6 months of your life? How many decades of luxury is worth your last 6 months of life in poverty? In this episode, Paul and Cory break down some more articles discussing shocking retirement stats and fill in the gaps of financial articles. WHAT WAS …
PODCAST EPISODE 205 – How Target Date Funds Are Being Misused And What Millionaires Do Different.
EPISODE SUMMARY WHAT WAS COVERED 00:00 – Episode begins. 00:35 – Paul Intros the show. 01:30 – Poking through Major Media News. 03:40 – Article Breakdown: “Many 401k Investors Don’t Use Target Funds The Right Way”. 10:00 – Article Breakdown: “The Ultra-rich Is Saving Their Money Instead of Spending Now The Middle-Class Is Buried In Debt”. 15:45 …
PODCAST EPISODE 204 – Why Pausing Can Bring You Value
EPISODE SUMMARY Business usually doesn’t move forward if you’re not moving. However, sometimes pausing is the only way forward when you need to evaluate what direction you are going. Learn how to get value out of pausing to evaluate your goals and your aims from Paul and Cory in this episode. WHAT WAS COVERED 00:00 – Show begins. …
PODCAST EPISODE 203 – Getting Vaccinated Against Lifestyle Addiction
EPISODE SUMMARY If you could put a number on what you would need monthly to live a good enough life, would you have it ready? The financial ejection seat is less about having a large emergency fund and more about understanding your sufficiency. Dig deeper into the types of spending there are and hone in on your sufficiency number. …
PODCAST EPISODE 202 – The White Coat Window
EPISODE SUMMARY Doctors know what is coming when they are done with school or residency: a high paying job. This moment in time has been dubbed the “White Coat Window”. However, as an entrepreneur and/or business owner, you may find yourself in this window of increased income without a plan. Listen to Paul and Cory as they discuss how …
PODCAST EPISODE 201 – Warren Buffets (Not So Secret) Secret Sauce
EPISODE SUMMARY Warren Buffet is known as a poster child for investment strategies personally and corporately. However his method for success isn’t found in new marketable strategies or short squeezes. His secret sauce is, in fact, not so secret. Listen to Paul and Cory break down his fundamentals in this live episode recorded on March 9th. WHAT WAS COVERED …
PODCAST EPISODE 200 – Learning to Invest in Real Estate – With Robert Slattery (Blackwell Real Estate)
EPISODE SUMMARY Start with a plan, treat it like a business, and plan for maintenance; 3 of Robert’s notable lessons he has taught hundreds of real estate investors. Paul digs in deeper with Robert from Blackwell Real Estate to discuss what it takes to own real estate and rental property and create cashflow. WHAT WAS COVERED 00:00 – Show …
PODCAST EPISODE 199 – A Cure For Retirement: The Wealth Coordination Account
EPISODE SUMMARY Believe it or not, “retirement” doesn’t mean the game is over, even if it looks like you have enough points on the scoreboard. Paul and Cory break down why retirement isn’t good terminology, what a good definition of an asset is, and what the true cure is for “retirement”. WHAT WAS COVERED 00:00 – Show starts. 00:35 …
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 …