EPISODE SUMMARY A common question when purchasing a home is actually a trick question. Do you want a 15-year or 30-year mortgage? While you may like to presume that the bank has your best interest in mind, it is still true that your loan makes them money. Discover how to truly answer this question as Paul and Cory break …
PODCAST EPISODE 183: What Is Your ROR On Home Equity? (Part 1)
EPISODE SUMMARY There are many ways you can invest, save, and create wealth with assets. Today Paul and Cory kick off a new series discussing asset class investing. In this episode They breakdown two different mortgage strategies and talk down payment and how it affects your home equity. WHAT WAS COVERED 00:00 – Show starts 00:30 – Paul welcomes …
PODCAST EPISODE 182: If You Want To Build Wealth, You Have To Talk About Money
EPISODE SUMMARY We’re talking about, talking about money. That’s right, in this episode Paul and Cory have a conversation over the idea that if you want to build wealth, the first step is that you have to talk about money. Many people refuse to talk about money and live their life according to what looks like wealth, however, real …
PODCAST EPISODE 181: Should You Stop Investing in “The Market”? A conversation with Joe Riggio of Dimensional Fund Advisors
EPISODE SUMMARY Have you ever felt like you couldn’t get out of your own way? Sometimes active managers get in the way of potential growth for your money. Joe Roggio from Dimensional Fund Advisors stops in to discuss why he goes with the mutual funds as opposed to ETF’s and breaks down the stats and analytics of what this …
PODCAST EPISODE 180: What Investor Mindset Will You Choose?
EPISODE SUMMARY Everyone could agree that it’s foolish to gamble your life savings at a casino, however, people do it every day. Timing the market is a game major institutions want to make look winnable but the truth is it’s not the way to designing and building a good life. Paul and Cory take time to shake out the …
PODCAST EPISODE 179: Where Are Tactics Overtaking Strategy In Your Financial Plan?
EPISODE SUMMARY Tactics are often mistaken for strategies, and in financial planning, this can cause you to underutilize financial tools and vehicles. This week, Paul and Cory break down the difference between tactics and strategies and what it means for your money. Cory also addresses how the industry markets financial vehicles and 401k tactics and strategies. Lastly, Paul and …
PODCAST EPISODE 178: The Best Performing Tech Fund You Never Knew You Owned
EPISODE SUMMARY It’s very easy to make assumptions about the market when watching headlines; however, it isn’t always a great idea. In this episode of the Your Business Your Wealth podcast, Paul and Cory dig up some research on the S&P 500 to reveal a radical truth. Learn more about “the best performing tech fund you never knew you …
PODCAST EPISODE 177: Speed Dating With Sound Financial Group
EPISODE SUMMARY Good counsel is a part of making good decisions, and many people are seeking financial counsel in light of the current economic climate. In this special episode of the Your Business Your Wealth podcast, Paul and Cory tackle 30 frequently asked questions that you may want to consider asking the next time you go looking for a …
PODCAST BONUS EPISODE: Coronavirus Opportunities
EPISODE SUMMARY Surprise! Paul and Cory stopped in the studio to talk about opportunities that have opened up in the current climate of the market. Tune in for this brief episode to catch some insight on how to position yourself for success in the current economy. LINKS Curious what you can accomplish with our help? Schedule an appointment …
PODCAST EPISODE 176: Freshbooks CEO Mike McDerment on Leadership, Partners and Coronavirus
EPISODE SUMMARY Crises don’t stop business planning; rather, they just become a part of the agenda. This week, Paul & Cory get a moment to chat with CEO Mike McDerment. Mike speaks on the important components of projecting outcomes and making decisions at this time. He also explains what makes Freshbooks different than its competitors, as well as what …