EPISODE SUMMARY Experts say the 4% rule, a popular retirement income strategy, is outdated (By CNBC.com) Seven 529 Plans to Avoid (By Morningstar.com) This Retirement Myth Could Cost You $100,000 (By The Motley Fool) WHAT WAS COVERED 00:00 – Paul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

   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 …