Podcast And Blog
PODCAST EPISODE 247: Hidden Costs of IRA Rollovers
WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners. 02:25 – Article Breakdown: The Hidden Costs of IRA Rollovers 15:28 – Examples of rolling over to IRA’s. 23:10 – When does an IRA rollover make sense. 28:22 – Considering “Value”. 29:50 – Episode ends, thank you for listening. [Tweet “There’s nothing wrong with financial advisors having steak dinner seminars,…
PODCAST EPISODE 246: College Funding & a Swimming Pool Full of Spaghetti
https://www.youtube.com/watch?v=hQdgeyHzv0Y WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners. 02:45 – Article Breakdown: Many Investors Are Fleeing the Stock Market, but Some Are Doubling Down: ‘If I Lose $15,000, I’m Not Going to Die’ 15:00 – Article Breakdown: “Dad Praised for Holding Son’s $400K College Fund ‘Hostage’ After Graduation” 22:10 – Education funds and family dynamics. 29:28 –…
PODCAST EPISODE 245 – I Bonds, Inherited IRA Rules & surviving the lottery
WHAT WAS COVERED 00:00 – Episode begins Paul, welcomes listeners. 01:30 – Article Breakdown – “My Husband Flipped Over Series I Savings Bonds Rates. Then We Read the Fine Print” 09:25 – Article Breakdown – “IRS Changes Guidelines for Inherited IRAs, Causing Confusion and Pushback” 15:10 – Article Breakdown – “10 times hitting the lottery jackpot ended in disaster: ‘I…
PODCAST EPISODE 244 – Equations for Happiness
https://www.youtube.com/watch?v=ebsz6WFZ_GI WHAT WAS COVERED 00:00 – Show Begins, Paul Welcomes listeners. 02:10 – Article Breakdown – “How To Want Less” 14:45 – Living in the gap. 20:00 – You control your wants. 21:25 – Closing thoughts. 22:19 – Episode ends, thank you for listening. [Tweet “Satisfaction equals your haves divided by your wants. #YourBusinessYourWealth”] [Tweet “One of the quickest ways someone can produce satisfaction,…
PODCAST EPISODE 243: Medicare – Unscrambling the Alphabet Soup
https://www.youtube.com/watch?v=70zyQIA5xao WHAT WAS COVERED 00:00 – Episode Begins, Corey Welcomes Listeners 01:20 – Cory Welcomes guest David Preston. 05:00 – The alphabet soup of Medicare. 08:35 – When do I actually have to enroll in Medicare? 14:50 – Medicare and variable rates. 18:05 – Medicare Advantage plans. 24:30 – Stepping up to the plate. 26:16 – closing thoughts. 27:00 –…
PODCAST EPISODE 242: Market Debacle or Market Maintenance?
https://www.youtube.com/watch?v=l7i9kq70WMw WHAT WAS COVERED 00:00 – Episode Begins, Corey Welcomes Listeners 00:55 – Reviewing the scope of todays episode. 01:55 – “The Elusive Obvious” 05:30 – Whats wrong with “The Winners Circle”. 14:40 – What do you do in a downturn? 16:15 – Closing thoughts 17:17 – Episode ends, thank you for listening. [Tweet “We are not suppose to have…
