WHAT WAS COVERED 00:00 – Paul welcomes listeners. 00:45 – Welcoming guest, Chris Fabbro 02:00 – Chris Fabbro’s background. 06:25 – Government retirement programs. 13:00 – The financial turning point. 15:30 – Identify your luxuries. 22:30 – Responsibly delaying expenses to refrain from running the ‘rat race’. 27:20 – Setting an example for lifestyle choices. 36:05 – Finding …

   WHAT WAS COVERED 00:00 – Paul Welcomes the listeners. 02:00 – Analyzing new values. 04:20 – How we plan for next year. 07:40 – Step 1, Exploring the difference in financial aims and personal aims. 14:20 – Step 2, Breaking down the numbers of your lifestyle expenses and savings. 20:25 – How your aims play out in the …

   EPISODE SUMMARY When Actively Managed Funds Are Worth It (By Kiplinger) Judge OKs $5.4 million settlement over Transamerica retirement plan (By Des Moines Register) What to do when your parents didn’t save for retirement (By CNBC) WHAT WAS COVERED 00:00 – Paul welcomes listeners. 02:08 – Article Breakdown: “When Actively Managed Funds Are Worth It”. 14:45 – Article …

   EPISODE SUMMARY Experts say the 4% rule, a popular retirement income strategy, is outdated (By CNBC.com) Seven 529 Plans to Avoid (By Morningstar.com) This Retirement Myth Could Cost You $100,000 (By The Motley Fool) WHAT WAS COVERED 00:00 – Paul welcomes listeners. 01:00 – Recap of recent episode 03:00 – Article Breakdown: “Experts say the 4% rule, a …

   EPISODE SUMMARY Topics Covered: his week we recorded a special episode to set the stage for your 2022 vision, and how what you are grateful for is a great place to “look” for what you want more of in the future. Today we ask you to consider not just the things you are grateful for, but to ask …

   EPISODE SUMMARY Topics Covered: Viral TikTok video accuses Zillow and others of manipulating the housing market. Here’s what’s really going on (By MarketWatch) A cryptocurrency inspired by ‘Squid Game’ crashes. The industry has questions. (By New York Times) Why You Should Ditch Plans to Convert Your 401(K) to a Roth IRA (By Barrons) WHAT WAS COVERED 00:00 – …

   EPISODE SUMMARY Topics Covered: Gilbert man groomed, then scammed out of entire 401(k) (By AZFamily.com) This Darkly Humorous Life Insurance Ad Has the Best Legal Disclaimer in Ad History (By Adweek.com) Five Questions to Ask if You Are Named Executor of an Estate (By The Wall Street Journal) WHAT WAS COVERED 00:00 – Paul welcomes the show. 01:50 …

   EPISODE SUMMARY Topics Covered in Today’s Episode:  Here’s Exactly How to Optimize for the $3,895 Social Security Monthly Max (By The Motley Fool) WHAT WAS COVERED 00:00 – Paul welcomes listeners. 02:00 – Covering the topics of the day. 03:00 – Motley fool article “Here’s Exactly How Optimize 3895 Social Security” 09:50 – Cory’s spreadsheet sorcery. 21:25 – …

   EPISODE SUMMARY Topics Covered: Today we Welcome Our Guest Speaker: Alex Weingarten, Partner at Willkie Farr & Gallagher LLP Visit www.Willkie.com Or email Alex at [email protected] WHAT WAS COVERED 00:00 – Paul welcomes the show. 02:30 – What causes estate settlements to drag on? 04:20 – How estate plans get litigated. 07:45 – Why “heir conditioning” is important. …

   EPISODE SUMMARY Topics Covered: Topics Covered in Today’s Episode: “CNN Article giving some detail to the spending set forth in the Bill” by CNN “Ways and Means releases list of tax provisions for budget bill” By Journal of Accountancy “House Democrats propose new retirement plan rules for the rich, including contribution limits and a repeal of Roth conversions” …