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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 – …

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PODCAST EPISODE 220: Financial Independence at age 52, earning less than $100k

   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 …

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PODCAST EPISODE 219: Planning for YOUR Personal Aims, Not Anyone Else’s

   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 …

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PODCAST EPISODE 218: When Your Parents Didn’t Save Enough, Are Active Fund Managers Worth Their Cost?

   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 …

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PODCAST EPISODE 217: Is the 4% Rule in Retirement Dead? Tips on 529 Plans

   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 …

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PODCAST EPISODE 216: Gratitude vs. Cultivating Contentment – Thanksgiving Special Episode

   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 …

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PODCAST EPISODE 215: Risky Zillow, Risky Crypto and Why do they hate ROTH?

   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 – …