View Post

PODCAST EPISODE 237: Why Spouses Should Plan Together

   WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 01:05 – Episode topics and setup. 02:42 – Chris Rock on Relationships. 03:42 – How to approach finances as a team. 10:00 – Personality types. 12:40 – Your aims need to be heard. 17:05 – Closing thoughts 17:30 – Episode ends, thank you for listening. [Tweet “Two people …

View Post

PODCAST EPISODE 236: “Big Changes” Small Differences

 WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 02:00 – Article Breakdown: “Big Changes Coming to 401k, Here What You Need To Know” – CNN Business 13:00 – Article Breakdown: “J.P. Morgan Says You’ll Need to Replace This Much Income in Retirement” – Yahoo Finance 17:00 – Article Breakdown: “5 Lessons To Take From Millionaires Who Are …

View Post

PODCAST EPISODE 235: The Debt We Owe To Our Future Selves

 WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 00:35 – Article Breakdown: Are you saving enough for retirement? Odds are, probably not” – CNBC 02:45 – Retirement savings “rules” 09:15 – Behavioral practices that impact our savings habits. 13:28 – Risk in light of lost time. 15:13 – Easter eggs and closing thoughts. [Tweet “The “rule of …

View Post

PODCAST EPISODE 234: Countering What Your Kids Are Learning In School

 WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 00:40 – What kids are learning about the stock market. 06:50 – How to handle the stock market trading game. 11:15 – Closing thoughts. 11:55 – Episode ends, Thank you for listening [Tweet “Leverage is the biggest danger to investors, because it can force you to sell when it’s …

View Post

PODCAST EPISODE 233: Does the Headline Match the Data?

 WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 01:34 – Article Breakdown: “Finds almost 80% of active fund managers are falling behind there index” 06:30 – Article Breakdown: “More awful news for homebuyers: Mortgage rates just made the biggest jump this century” 16:00 – Article Breakdown: “Women are far less financially prepared for retirement than men: TransAmerica …

View Post

PODCAST EPISODE 232: Ugly Retirement Decisions in a Wild Market!

   WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 01:05 – Episode look ahead. 02:00 – Article Breakdown: “The Secrets To Braving The Wild Markets” – WSJ 09:40 – Article Breakdown: “Fidelity study shows ‘downright ugly’ retirement moves Americans made over the past two years” – FOX 16:15 – Article Breakdown: “Will Social Security run out of …

View Post

PODCAST EPISODE 231: Holding Strategy in the Midst of Crisis

     WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 05:05 – Historical trends on market declines. 07:04 -What the disciplined investor should know. 11:33 – The truth of the stock market’s performance. 15:00 – closing thoughts 15:32 – Episode ends, thank you for listening. [Tweet “What I want you to think about and change your frame …

View Post

PODCAST EPISODE 230: Re-assess, Re-balance and Re-trench

     WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 01:20 – Episode topics. 06:20 – What do most people do in volatile markets? 15:30 – Historical trends in the market. 21:00 – Philosophy follow through. 27:05 – Concluding thoughts. 29:43 – Episode ends, thank you for listening. [Tweet “Most people don’t do the right thing, They …

View Post

PODCAST EPISODE 229: Our Thoughts on Vanguard’s Value Proposition.

 WHAT WAS COVERED 00:00 – Paul welcomes listeners, and introduces guests. 02:20 – Vanguard’s background. 04:45 – Article Breakdown: Putting a value on your value: Quantifying Advisor’s Alpha. 15:00 – Rebalancing and its goal. 19:00 – Behavioral coaching. 25:10 – Asset location 28:00 – Spending strategy 34:15 – Closing thoughts. 34:38 – Episode ends, thank you for listening. [Tweet …

View Post

PODCAST EPISODE 228: Real People Getting Real Advice

   WHAT WAS COVERED 00:00 – Paul welcomes listeners, and introduces guests. 02:15 – Kevin and Jennifer’s plan. 04:50 – Savings strategy. 07:20 – Financing strategies. 15:00 – Diagnosing risk. 20:35 – Historical and future real estate investing 25:25 – Next steps. 28:21 – Episode ends, thank you for listening. [Tweet “Does the bank loan their money or other …