Podcast And Blog

Podcast

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

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…

Podcast

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

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

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

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…

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