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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 …

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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 …

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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 …

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PODCAST EPISODE 227: Could a Car Accident Cost You Everything?

   WHAT WAS COVERED 00:00 – Paul welcomes listeners. 00:30 – Looking forward. 01:40 – The simple philosophy of getting protection. (insurance). 06:45 – Diving into insurance policies. 19:45 – Closing thoughts. 20:36 – Episode ends, thank you for listening [Tweet “Insurance is a moat or a wall between events and your wealth. #YourBusinessYourWealth”] [Tweet “Our main idea with …

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PODCAST EPISODE 226: Stop Trying to Catch a Falling Knife

   WHAT WAS COVERED 00:00 – Paul welcomes listeners. 01:30 – Looking at the topics of the episode. 02:30 – Article Breakdown: “Wealth Is Knowledge” 13:15 – Article Breakdown: “’Dip Buyers’ Get Badly Burned Scooping Up 8 Falling Stocks” 22:30 – Article Breakdown: “New IRS Life Expectancy Tables Could Change the Amount of Required Withdrawals for Retirement Plans”. 31:33 …

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PODCAST EPISODE 225: Treasure Hunting, Bond Investing, and Unexpected Taxes.

   WHAT WAS COVERED 00:00 – Paul welcomes listeners. 01:15 – Today’s topics. 02:00 – Article Breakdown: “Treasure Hunter Still In Jail For Refusing To Disclose Where Millions of Dollar Worth of Gold Coins”. 05:35 – Article Breakdown: “Retirees Often Make 1 Big Mistake With Bonds. Here’s What To Avoid”. 12:30 – Article Breakdown: “The Huge Tax Bills That …

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PODCAST EPISODE 224: BONUS EPISODE: A Look Behind the Curtain at Sound Financial Group

   WHAT WAS COVERED 00:00 – Maranda welcomes listeners 01:05 – Get Real Introduction 01:38 – Why Paul got into financial business 03:25 – How Sound Financial Group “prospects” without focusing on sales. 08:30 – What’s different about Sound Financial Group. 15:40 – Client commitments 19:15 – Paul on finding balance without “balance” 24:30 – How your personal values …

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PODCAST EPISODE 223: Leaning in on Financial Faux Pas

   WHAT WAS COVERED 00:00 – Paul welcomes listeners 03:45 – Article Breakdown: “Pre-tax vs. Roth 401(k): There’s more to consider than you think” 11:20 – Article Breakdown: “Student Loan Borrowers Will Get $15 Billion Of Student Loan Cancellation.” 14:35 -Media Breakdown: “Yahoo Finance Presents: Jeffrey Gundlach” 20:50 – The power of diversification. 23:00 – Headlines regarding “the market”. …

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PODCAST EPISODE 222: What Elon Wants to Teach Kids Can Help You!

   WHAT WAS COVERED 00:00 – Paul welcomes listeners. 00:45 – Elon Musk’s cognitive bias tweet that can relate to your money. 02:08 – Fundamental attribution error. 02:55 – Self-serving Bias. 02:35 – Curse of Knowledge and group think. 04:40 – the spotlight effect. 06:23 – Availability heuristic. 07:05 – Naive cynicism. 09:35 – The Dunning-Kruger effect. 10:40 – …

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PODCAST EPISODE 221: Asset Allocation in Early Retirement, Backdoor Roth Back On and Debunking High-Yield Funds

   WHAT WAS COVERED 00:00 – Paul welcomes listeners. 02:45 – Article Breakdown – “Hit your retirement savings goal? It may be wise to unload some stocks” 09:25 – Article Breakdown – “What’s Not to Like About a Fund With a 7% Yield” 18:40 – Article Breakdown – “The iPhone Feature to Turn On Before You Die” 24:40 – …