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PODCAST EPISODE 174: The Hidden Costs of Investing: An Interview with Dr. Stefan Sharkansky

 EPISODE SUMMARY Today Paul and Cory chat with Dr. Stefan Sharkansky, owner of personalfund.com. Dr. Sharkansky was a pioneer in “robo-advising” and has created a tool for investors to use to better understand the true cost of investing in managed accounts. Paul and Cory ask big questions, and Dr. Sharkansky explains what plagues investors and how to grow your …

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Why Past Performance Means Nothing

The Myth of “Track Record Investing” Among even the most hallowed asset management firms, prior success can be attributed not to a series of calculated, informed actions or unique insights but rather the good fortune of being in the right place at the right time–something also known as random luck.  One of the most attractive illusions of investing involves judging …

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PODCAST EPISODE 173: INVESTING IN YOU FROM THE INFLUENCE ECOLOGY ANNUAL MEMBER CONFERENCE

 EPISODE SUMMARY Live from Ojai California, at the Influence Ecology Conference, Paul & Cory bring their thoughts on Influence Ecology’s work to the table. Here they discuss what “human capital” is and why it’s important, how to invest in yourself, and the difference between knowledge and understanding. WHAT WAS COVERED 0:34 – Paul and Cory welcome us to the …

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PODCAST EPISODE 172: WANT TO HEAT UP YOUR BEDROOM THIS VALENTINE’S DAY? TALK ABOUT MONEY!

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory begin by discussing an article titled “‘Buffett Indicator’ Warns Stocks Doomed for Worse Crash Than 2008” and how we need to critically assess the articles we read. Next, we discuss how people speak about and view retirement versus how prepared people are to create the retirement …

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PODCAST EPISODE 171: ARE YOUR 2020 PLANS GOING TO CREATE THE LIFE YOU WANT?

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory begin with discussing an article on “6 signs you probably need a financial adviser, even if you think you don’t”. Then Paul and Cory focus on the 6th sign in the article “You don’t have the time (or the desire) to learn about personal finance”. Most …

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PODCAST EPISODE 170: DOES THE PRESIDENTIAL ELECTION CYCLE HOLD THE SECRET TO BEATING THE MARKET?

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory discuss an article they recently discovered on the influence that the presidential election cycle has on the marketplace. Specifically, they break down the fallacy that the market can be timed or beaten by analyzing data based on market performance in election years. They take a look …

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PODCAST EPISODE 169: ARE YOU GROUNDING YOUR ASSESSMENTS WITH KARI GRANGER

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory welcome CEO and executive leadership coach, Kari Granger, to share her experience working with organizations to reinvent their leadership structures. Specifically, Kari expounds on the importance of grounding your assessments. Paul, Cory and Kari define what assessments are and provide personal and professional examples of assessments …

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BLOG: The “Market Timing” Myth

Part III of the “The Illusions of Investing” series with Paul and myself addresses one of the most widespread illusions held by investors, that of credible “market timing”, by which an individual or group can confidently schedule investing decisions for a guaranteed profit or, in effect, “predict” whether or not the market will go up or down at a particular …

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PODCAST EPISODE 168: ARE YOU TAKING YOUR CEO BRAIN FOOD WITH MICHAEL LANGHOUT

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory welcome CEO, entrepreneur and business growth coach, Michael Langhout to share his experience working strategically with businesses and CEOs. Michael is a self-described lifetime learner and is extremely well read, especially when it comes to books about business. Paul, Cory and Michael discuss the importance of …

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PODCAST EPISODE 167: WHAT CAN YOU DO NOW THAT YOU ARE AWARE OF THE ILLUSIONS?: ILLUSIONS OF INVESTING, PART 5

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory continue their discussion on illusions of investing in the marketplace. In part five of this series, Paul and Cory discuss what you can do now that you’re aware of these illusions of investing. They share and analyze the concept of Passive Structured Investing and explain how …