Podcast And Blog
PODCAST EPISODE 209: We Think They Should Build a Vacation Home, The Wall Street Journal Doesn’t
Date
September 29, 2021
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…
PODCAST EPISODE 208 – Day Trading to High Tax Bills & Suze Orman’s 5 Best Pieces of Financial Advice
Date
September 22, 2021
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…
PODCAST EPISODE 207 – Houses, Truckloads Of Crypto, And James Brown’s 100 Million Dollar Estate
Date
September 13, 2021
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…
PODCAST EPISODE 206 – Shocking retirement stats, how long you will live and TIPs funds may not be as good as they look.
Date
August 31, 2021
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…
PODCAST EPISODE 205 – How Target Date Funds Are Being Misused And What Millionaires Do Different.
Date
August 23, 2021
EPISODE SUMMARY WHAT WAS COVERED 00:00 – Episode begins. 00:35 – Paul Intros the show. 01:30 – Poking through Major Media News. 03:40 – Article Breakdown: “Many 401k Investors Don’t Use Target Funds The Right Way”. 10:00 – Article Breakdown:…
PODCAST EPISODE 204 – Why Pausing Can Bring You Value
Date
April 25, 2021
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…
