Podcast And Blog
PODCAST EPISODE 240: The Best Tech Fund You Never Knew You Owned
WHAT WAS COVERED 00:00 – Episode Begins, Corey Welcomes Listeners 04:05 – Intro topic: S&P 500 Beliefs 05:00 – M.A.G.A. stocks and their index effect 08:10 – Rebalancing in volatile markets 09:25 – Analyzing the “drift” 10:30 – Re-constitution cost 12:30 – Drift conclusions 14;55 – How to benefit from understanding drift 17:05 – Sound Financial Group opportunity 18:30 –…
PODCAST EPISODE 239: Income Investing in Retirement
https://www.youtube.com/watch?v=wueHAAGFQI8 WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 01:35 – Setting up the discussion regarding distributions. 04:20 – Comparing a 50/50 portfolio to a 70/30 with a volatility buffer. 10:05 – why one strategy excels over the other. 14:25 – Final thoughts. 18:25 – Episode ends, thank you for listening. [Tweet “Instead of having one middle of…
PODCAST EPISODE 238: Crypto and Principles for Investing
https://www.youtube.com/watch?v=bpTTSlBP8VU WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 00:50 – Dimensional Fund on Crypto 01:28 – The price of Bitcoin. 03:15 – Key considerations on bringing cryptocurrency into your portfolio. 07:20 – Where cryptocurrency might fit in a portfolio. 08:16 – Paul on expected return. 09:00 – Paul on mitigating uncertainty. 09:40 – Paul on Liquidity needs….
PODCAST EPISODE 237: Why Spouses Should Plan Together
https://www.youtube.com/watch?v=sjaktm0kGZw WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 01:05 – Episode topics and setup. 02:42 – Chris Rock on Relationships. 03:42 – How to approach finances as a team. 10:00 – Personality types. 12:40 – Your aims need to be heard. 17:05 – Closing thoughts 17:30 – Episode ends, thank you for listening. [Tweet “Two people can…
PODCAST EPISODE 236: “Big Changes” Small Differences
https://www.youtube.com/watch?v=2fxLU9Xq_1Q WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 02:00 – Article Breakdown: “Big Changes Coming to 401k, Here What You Need To Know” – CNN Business 13:00 – Article Breakdown: “J.P. Morgan Says You’ll Need to Replace This Much Income in Retirement” – Yahoo Finance 17:00 – Article Breakdown: “5 Lessons To Take From Millionaires Who Are…
PODCAST EPISODE 235: The Debt We Owe To Our Future Selves
https://www.youtube.com/watch?v=MFpoEiQQ0Cg WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes listeners. 00:35 – Article Breakdown: Are you saving enough for retirement? Odds are, probably not” – CNBC 02:45 – Retirement savings “rules” 09:15 – Behavioral practices that impact our savings habits. 13:28 – Risk in light of lost time. 15:13 – Easter eggs and closing thoughts. [Tweet “The “rule of…









