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”By…
EPISODE SUMMARY Topics Covered: WHAT WAS COVERED TWEETABLES [Tweet “Financial planning is kind of like gun safety, you should always know where your bullets are hitting, likewise you should always know where your money is hitting (for your future). #YourBusinessYourWealth”] [Tweet “Our purpose is to help all of you to achieve all of your aims in…
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 TWEETABLES [Tweet “‘Can I afford it?’ is almost always the wrong question, the question should be ‘does this produce the best outcomes for the aims in my life right…
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 TWEETABLES [Tweet “This [Robinhood investor] spent all their time just focusing on…
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,…
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….
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…
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…
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…
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…
