Podcast And Blog
PODCAST EPISODE 290 – How much do you need to retire?
Date
September 20, 2023
WHAT WAS COVERED 0:11 – Podcast begins. 0:20 – Financial independence and work-optional lifestyle. 1:41 – Assets, capital at work, and financial independence. (1:41) 5:40 – Retirement distribution strategies. (5:40) 9:35 – Retirement income calculation. (9:35) 13:11 – Retirement planning…
PODCAST EPISODE 289 – UPDATE: Jim Cramer’s 2023 Predictions
Date
September 13, 2023
WHAT WAS COVERED 0:11 – Podcast begins. 3:48 – Stock recommendations. (3:48) 7:55 – How much time should you put into your portfolio? (7:55) 15:39 – Airbnb continues to perform. (15:39) 18:52 – The problem with buying individual stocks. (18:52)…
PODCAST EPISODE 288 – What do Michael Burry and THE GUY who called the 1929 crash have in common?
Date
September 6, 2023
WHAT WAS COVERED 00:12 – Introduction of the episode. 4:51 – America is bailing out on homeowners insurance. 12:43 – An example of how insurance unlocks wealth. 16:31 – How to predict a market crash? 22:30 – The problem with…
PODCAST EPISODE 287 Young + 401(k) = IRS Wins
Date
August 30, 2023
WHAT WAS COVERED 0:12 – Introduction to this episode. 1:15 – The government has increased regulation around retirement plans 3:35 – Retirement account as a tax-deductible 5:01 – What a retirement account actually costs you 7:57 – What the IRS…
PODCAST EPISODE 286 – Dave Ramsey’s PPP Advice Worse Than Fraud?
Date
August 23, 2023
WHAT WAS COVERED 0:15 – Introduction to this episode. 3:16 – What should I do with my PPP loan? 9:41 – Being good stewards of your capital. 15:07 – How to filter what you say against reasonableness? 19:56 The trade-off…
PODCAST EPISODE 285 – Does Your Bank Offer a Wealth Coordination Account?
Date
August 9, 2023
WHAT WAS COVERED 0:12 – The episode starts2:59 – The biggest quandary of the credit union.5:37 – Taking pictures of bank signs.8:08 – The problem with budgeting and saving.12:46 – The residue model vs. the catalytic model.14:25 – The importance…
