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 …
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 …
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. …
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 …
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 …
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 …
PODCAST EPISODE 188: The Whole Life Timeline (pt.2)
EPISODE SUMMARY Have you ever thought about the symbiotic nature of your balance sheet? Probably not. That’s why Paul and Cory are here to help you understand how your assets can be used to work together. Today, they continue the conversation of whole life insurance and how to use it as a volatility buffer, and how it can be …
PODCAST EPISODE 187: The Market Crashed, Now What? (Time Machine Episode)
EPISODE SUMMARY Hop in the time machine with Paul and Cory to discover some principles and disciplines that are essential for an economy that has crashed or is volatile. Paul had recorded this episode a few years ago and yet, every point is still true to this day because every point is a foundation for holding strong through tumultuous …
PODCAST EPISODE 186: The Whole Life Timeline (pt.1)
EPISODE SUMMARY When most people consider using whole life insurance for retirement they usually don’t think about, how it can maximize cash efficiency, using it to substitute bonds, or even use it as a volatility buffer. This conversation is all about using whole life insurance in a way that most people are never taught to use it. Believe it …
PODCAST EPISODE 185: Three Big Accounting Mistakes That Can Take Your Business Down
EPISODE SUMMARY Isn’t money the engine for your business? Van Haas, CEO of Accountix Solutions joins Paul Adams for a discussion on how to protect your ‘ship’ from sinking beginning with accounting. While many managers overlook or defer to an accountant to handle the numbers and bookkeeping, without recurring reviews, you won’t have total control of your business and …