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 …
PODCAST EPISODE 184: Asset Investing Series (Part 2): The Trick Question of 30YR v 15YR Mortgages
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 …