EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory begin a discussion on stock picking and survivorship bias illusions. Specifically, they focus on the illusion that individuals and advisors can consistently and predictively outperform the market. Paul takes the audience through the history of mutual funds and provides an investment example to further his point …

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory discuss building and protecting your sufficiency. Sufficiency is defined as having enough income to be able to live a good life, not necessarily a luxurious one. Paul and Cory stress the importance of understanding your sufficiency number and its impact on your lifestyle. Finally, they share …

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory break down one of the most common and critical tools for retirement, the 401(k). While investing in your 401(k) can be a great way to start planning for retirement, it should not be viewed as the only tool. Paul and Cory discuss maximizing your match, penalties …

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory break down the positive and negative impact that equity indexed products can have on your investments. They identify how an equity index product works and provide examples of performance, specifically using the Standard and Poor’s (S&P 500) Index. Paul and Cory talk about rates of return …

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory welcome to the podcast, speaker and personal financial coach, Doug Peterson. Doug is an expert in helping people budget their household spending in a way that saves them time and money. Paul, Cory, and Doug talk about the importance of maintaining a budget. They break down …

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Cory broaches the topic of financial planning and the concept of ‘should.’ Often times, when we’re looking back at our financial goals and where we currently stand, we use the word ‘should’ to describe what we could have done differently. However, Cory points out that our views on money …

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory tackle the topic understanding the difference between actual and average returns in investing. Often times, the media and financial advisors sell us on ‘average rate of return.’ On this podcast, we’re not here to be average. Paul and Cory break down and analyze multiple examples where …

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory welcome Rhonda Noordyk to the show. Rhonda is the CEO of The Women’s Financial Wellness Center, an organization aimed at providing recently divorced women with fully-independent, relationship-based coaching and resources to help them make confident financial decisions. Paul, Cory and Rhonda discuss the importance of financial …

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory welcome Robert Clark to the show. Robert is the regional Vice President at Petersen International, the largest cover writer of surplus lines of Lloyd’s of London. Paul, Cory and Robert discuss the history of Lloyd’s of London, the world’s leading specialist insurance market. They talk about …