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 …

   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 …

   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 …

   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 …

   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”. …

   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 – …

   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 – …

   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 …