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” …

   EPISODE SUMMARY Topics Covered: Should I Retire? 9 Exercises to Help You Decide if You Should Call It Quits The Stock Market Fails a Breathalyzer Beware of the Tax Traps in Retirement WHAT WAS COVERED 00:00 – Episode begins. 00:35 – Paul welcomes listeners. 03:00 – Reviewing the article style: “the Listicle”. 06:45 – Article Breakdown: “Should I …

   EPISODE SUMMARY Topics Covered: The Wall Street Journal – “Can This Couple Afford to Build Two Vacation Homes? A Financial Adviser Weighs In.” WHAT WAS COVERED 00:00 – Episode begins 00:35 – Paul welcomes listeners 06:30 – Article Breakdown: “Can This Couple Afford to Build Two Vacation Homes? A Financial Adviser Weighs In.” 19:15 – Discussing how term …

   EPISODE SUMMARY Topics Covered: Article 1 – How a Robinhood newb got an $800k tax bill on $45k profit Article 2 – Fidelity’s Hiring Spree Is a Cautionary Signal Article 3 – Suze Orman’s 5 Best Pieces of Financial Advice WHAT WAS COVERED 00:00 – Episode begins. 00:35 – Paul welcomes the listeners. 02:00 – Highlighting headlines. 04:30 …

   EPISODE SUMMARY Black swan housing market events, truckloads of revenue in the crypto market and James Brown’s 100 million dollar estate are taking up provocative headlines in recent days. Instead of just reading headlines, look beyond the headlines with Paul and Cory in this week’s episode and discover what to make of the real stories, how to engage …

   EPISODE SUMMARY Would you play chicken with your financial health in the last 6 months of your life? How many decades of luxury is worth your last 6 months of life in poverty? In this episode, Paul and Cory break down some more articles discussing shocking retirement stats and fill in the gaps of financial articles. WHAT WAS …

   EPISODE SUMMARY   WHAT WAS COVERED 00:00 – Episode begins.  00:35 – Paul Intros the show.  01:30 – Poking through Major Media News.  03:40 – Article Breakdown: “Many 401k Investors Don’t Use Target Funds The Right Way”.  10:00 – Article Breakdown: “The Ultra-rich Is Saving Their Money Instead of Spending Now The Middle-Class Is Buried In Debt”.  15:45 …