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PODCAST EPISODE 233: Does the Headline Match the Data?

Date April 6, 2022
https://www.youtube.com/watch?v=XnhpbZPlODU WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 01:34 – Article Breakdown: “Finds almost 80% of active fund managers are falling behind there index” 06:30 – Article Breakdown: “More awful news for homebuyers: Mortgage rates just made…

PODCAST EPISODE 232: Ugly Retirement Decisions in a Wild Market!

Date March 30, 2022
https://www.youtube.com/watch?v=hgQyJbqcgKY WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 01:05 – Episode look ahead. 02:00 – Article Breakdown: “The Secrets To Braving The Wild Markets” – WSJ 09:40 – Article Breakdown: “Fidelity study shows ‘downright ugly’ retirement moves…

PODCAST EPISODE 231: Holding Strategy in the Midst of Crisis

Date March 23, 2022
WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 05:05 – Historical trends on market declines. 07:04 -What the disciplined investor should know. 11:33 – The truth of the stock market’s performance. 15:00 – closing thoughts 15:32 – Episode…

PODCAST EPISODE 230: Re-assess, Re-balance and Re-trench

Date March 16, 2022
WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 01:20 – Episode topics. 06:20 – What do most people do in volatile markets? 15:30 – Historical trends in the market. 21:00 – Philosophy follow through. 27:05 – Concluding thoughts….

PODCAST EPISODE 229: Our Thoughts on Vanguard’s Value Proposition.

Date March 9, 2022
https://www.youtube.com/watch?v=doxIQHIBXAE WHAT WAS COVERED 00:00 – Paul welcomes listeners, and introduces guests. 02:20 – Vanguard’s background. 04:45 – Article Breakdown: Putting a value on your value: Quantifying Advisor’s Alpha. 15:00 – Rebalancing and its goal. 19:00 – Behavioral coaching. 25:10…

PODCAST EPISODE 228: Real People Getting Real Advice

Date March 2, 2022
https://www.youtube.com/watch?v=xxo1vraQXlI WHAT WAS COVERED 00:00 – Paul welcomes listeners, and introduces guests. 02:15 – Kevin and Jennifer’s plan. 04:50 – Savings strategy. 07:20 – Financing strategies. 15:00 – Diagnosing risk. 20:35 – Historical and future real estate investing 25:25 –…