WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners. 01:20 – Setting the stage for the article breakdown, How benchmarks work. 14:45 – Article Breakdown: How to Beat the Stock Market Without Even Lying (WSJ). 22:42 – What this means as an investor. 25:30 – Episode ends, thank you for listening.   [Tweet “23% of actively managed …

   WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners. 02:25 – Article Breakdown: The Hidden Costs of IRA Rollovers 15:28 – Examples of rolling over to IRA’s. 23:10 – When does an IRA rollover make sense. 28:22 – Considering “Value”. 29:50 – Episode ends, thank you for listening.   [Tweet “There’s nothing wrong with financial advisors having …

 WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners. 02:45 – Article Breakdown: Many Investors Are Fleeing the Stock Market, but Some Are Doubling Down: ‘If I Lose $15,000, I’m Not Going to Die’ 15:00 – Article Breakdown: “Dad Praised for Holding Son’s $400K College Fund ‘Hostage’ After Graduation” 22:10 – Education funds and family dynamics. 29:28 – …

   WHAT WAS COVERED 00:00 – Episode begins Paul, welcomes listeners. 01:30 – Article Breakdown – “My Husband Flipped Over Series I Savings Bonds Rates. Then We Read the Fine Print” 09:25 – Article Breakdown – “IRS Changes Guidelines for Inherited IRAs, Causing Confusion and Pushback” 15:10 – Article Breakdown – “10 times hitting the lottery jackpot ended in …

 WHAT WAS COVERED 00:00 – Show Begins, Paul Welcomes listeners. 02:10 – Article Breakdown – “How To Want Less” 14:45 – Living in the gap. 20:00 – You control your wants. 21:25 – Closing thoughts. 22:19 – Episode ends, thank you for listening. [Tweet “Satisfaction equals your haves divided by your wants. #YourBusinessYourWealth”] [Tweet “One of the quickest ways …

 WHAT WAS COVERED 00:00 – Episode Begins, Corey Welcomes Listeners 01:20 – Cory Welcomes guest David Preston. 05:00 – The alphabet soup of Medicare. 08:35 – When do I actually have to enroll in Medicare? 14:50 – Medicare and variable rates. 18:05 – Medicare Advantage plans. 24:30 – Stepping up to the plate. 26:16 – closing thoughts. 27:00 – …

 WHAT WAS COVERED 00:00 – Episode Begins, Corey Welcomes Listeners 00:55 – Reviewing the scope of todays episode. 01:55 – “The Elusive Obvious” 05:30 – Whats wrong with “The Winners Circle”. 14:40 – What do you do in a downturn? 16:15 – Closing thoughts 17:17 – Episode ends, thank you for listening. [Tweet “We are not suppose to have …

       WHAT WAS COVERED 00:00 – Episode Begins, Corey Welcomes Listeners 04:05 – Intro topic: S&P 500 Beliefs 05:00 – M.A.G.A. stocks and their index effect 08:10 – Rebalancing in volatile markets 09:25 – Analyzing the “drift” 10:30 – Re-constitution cost 12:30 – Drift conclusions 14;55 – How to benefit from understanding drift 17:05 – Sound Financial …

     WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 01:35 – Setting up the discussion regarding distributions. 04:20 – Comparing a 50/50 portfolio to a 70/30 with a volatility buffer. 10:05 – why one strategy excels over the other. 14:25 – Final thoughts. 18:25 – Episode ends, thank you for listening. [Tweet “Instead of having one …

     WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 00:50 – Dimensional Fund on Crypto 01:28 – The price of Bitcoin. 03:15 – Key considerations on bringing cryptocurrency into your portfolio. 07:20 – Where cryptocurrency might fit in a portfolio. 08:16 – Paul on expected return. 09:00 – Paul on mitigating uncertainty. 09:40 – Paul on …