Podcast And Blog
PODCAST EPISODE 249: When You Self Insure, You Are a Pool of ONE
https://www.youtube.com/watch?v=vpOz93D9T8Y WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners. 00:40 – Self Insurance and the definition of insurance. 03:00 – Self-Insurance scenario breakdown. 06:30 – reassessing your insurance ideaology. 11:20 – Closing thoughts 12:02 – Episode ends, thank you for listening. [Tweet “To insure something means you enter into a contract with another entity, could be a government…
PODCAST EPISODE 248: Is Your Mutual Fund Manager Doing This?
WHAT WAS COVERED 00:00 – Episode begins Paul welcomes listeners. 01:20 – Setting the stage for the article breakdown, How benchmarks work. 14:45 – Article Breakdown: How to Beat the Stock Market Without Even Lying (WSJ). 22:42 – What this means as an investor. 25:30 – Episode ends, thank you for listening. [Tweet “23% of actively managed mutual funds over…
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,…
