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  • PODCAST EPISODE 205 – How Target Date Funds Are Being Misused And What Millionaires Do Different.

    EPISODE SUMMARY WHAT WAS COVERED TWEETABLES [Tweet “The headline of financial articles is not designed for you to ‘learn something’, you need to read and know the context.  #YourBusinessYourWealth”] [Tweet “The riskiest thing you can do is take no risk #YourBusinessYourWealth”] LINKS Article Breakdown: the-10-golden-rules-of-becoming-a-millionaire Article Breakdown: ultra-rich-saving-money-instead Article Breakdown: many-401k-investors-dont-use-target-date-funds-the-right-way Curious what you can accomplish with our help? Schedule a free 15-minute meeting with us! sfgwa.com/scheduling Sound…

  • PODCAST EPISODE 204 – Why Pausing Can Bring You Value

    EPISODE SUMMARY Business usually doesn’t move forward if you’re not moving. However, sometimes pausing is the only way forward when you need to evaluate what direction you are going. Learn how to get value out of pausing to evaluate your goals and your aims from Paul and Cory in this episode. WHAT WAS COVERED TWEETABLES [Tweet “All of our goals…

  • PODCAST EPISODE 203 – Getting Vaccinated Against Lifestyle Addiction

    EPISODE SUMMARY If you could put a number on what you would need monthly to live a good enough life, would you have it ready? The financial ejection seat is less about having a large emergency fund and more about understanding your sufficiency. Dig deeper into the types of spending there are and hone in on your sufficiency number. This…

  • PODCAST EPISODE 202 – The White Coat Window

    EPISODE SUMMARY Doctors know what is coming when they are done with school or residency: a high paying job. This moment in time has been dubbed the “White Coat Window”. However, as an entrepreneur and/or business owner, you may find yourself in this window of increased income without a plan. Listen to Paul and Cory as they discuss how to…

  • PODCAST EPISODE 201 – Warren Buffets (Not So Secret) Secret Sauce

    EPISODE SUMMARY Warren Buffet is known as a poster child for investment strategies personally and corporately. However his method for success isn’t found in new marketable strategies or short squeezes. His secret sauce is, in fact, not so secret. Listen to Paul and Cory break down his fundamentals in this live episode recorded on March 9th. WHAT WAS COVERED TWEETABLES…

  • PODCAST EPISODE 200 – Learning to Invest in Real Estate – With Robert Slattery (Blackwell Real Estate)

    EPISODE SUMMARY Start with a plan, treat it like a business, and plan for maintenance; 3 of Robert’s notable lessons he has taught hundreds of real estate investors. Paul digs in deeper with Robert from Blackwell Real Estate to discuss what it takes to own real estate and rental property and create cashflow. WHAT WAS COVERED TWEETABLES [Tweet “Real estate…

  • PODCAST EPISODE 199 – A Cure For Retirement: The Wealth Coordination Account

    EPISODE SUMMARY Believe it or not, “retirement” doesn’t mean the game is over, even if it looks like you have enough points on the scoreboard. Paul and Cory break down why retirement isn’t good terminology, what a good definition of an asset is, and what the true cure is for “retirement”. WHAT WAS COVERED TWEETABLES [Tweet “We want to build…

  • PODCAST EPISODE 198 – HSA The Triple Tax-Free Account

    EPISODE SUMMARY If you knew you could have an account that you could deduct contributions, and grow tax-free, while also being able to access it before retirement age, would you be interested? Well, it’s true, it’s called an HSA account Paul and Cory spoke live on Youtube and Facebook about how to utilize the benefits of an HSA account to turn…

  • PODCAST EPISODE 197 – Grandpa Said Invest In Gold

    EPISODE SUMMARY Grandpa always said, “gold is the best place to put your money”. However, if you have invested in gold, did you know what it would cost you to sell it when you purchased it? Over time, has gold truly out beat inflation? Is crypto-currency the new gold of the 40’s? as the price of gold escalates, Paul and…