Podcast And Blog
PODCAST EPISODE 226: Stop Trying to Catch a Falling Knife
WHAT WAS COVERED 00:00 – Paul welcomes listeners. 01:30 – Looking at the topics of the episode. 02:30 – Article Breakdown: “Wealth Is Knowledge” 13:15 – Article Breakdown: “’Dip Buyers’ Get Badly Burned Scooping Up 8 Falling Stocks” 22:30 – Article Breakdown: “New IRS Life Expectancy Tables Could Change the Amount of Required Withdrawals for Retirement Plans”. 31:33 – Closing…
PODCAST EPISODE 225: Treasure Hunting, Bond Investing, and Unexpected Taxes.
WHAT WAS COVERED 00:00 – Paul welcomes listeners. 01:15 – Today’s topics. 02:00 – Article Breakdown: “Treasure Hunter Still In Jail For Refusing To Disclose Where Millions of Dollar Worth of Gold Coins”. 05:35 – Article Breakdown: “Retirees Often Make 1 Big Mistake With Bonds. Here’s What To Avoid”. 12:30 – Article Breakdown: “The Huge Tax Bills That Came Out…
PODCAST EPISODE 224: BONUS EPISODE: A Look Behind the Curtain at Sound Financial Group
WHAT WAS COVERED 00:00 – Maranda welcomes listeners 01:05 – Get Real Introduction 01:38 – Why Paul got into financial business 03:25 – How Sound Financial Group “prospects” without focusing on sales. 08:30 – What’s different about Sound Financial Group. 15:40 – Client commitments 19:15 – Paul on finding balance without “balance” 24:30 – How your personal values are intertwined…
PODCAST EPISODE 223: Leaning in on Financial Faux Pas
WHAT WAS COVERED 00:00 – Paul welcomes listeners 03:45 – Article Breakdown: “Pre-tax vs. Roth 401(k): There’s more to consider than you think” 11:20 – Article Breakdown: “Student Loan Borrowers Will Get $15 Billion Of Student Loan Cancellation.” 14:35 -Media Breakdown: “Yahoo Finance Presents: Jeffrey Gundlach” 20:50 – The power of diversification. 23:00 – Headlines regarding “the market”. 24:40 –…
PODCAST EPISODE 222: What Elon Wants to Teach Kids Can Help You!
WHAT WAS COVERED 00:00 – Paul welcomes listeners. 00:45 – Elon Musk’s cognitive bias tweet that can relate to your money. 02:08 – Fundamental attribution error. 02:55 – Self-serving Bias. 02:35 – Curse of Knowledge and group think. 04:40 – the spotlight effect. 06:23 – Availability heuristic. 07:05 – Naive cynicism. 09:35 – The Dunning-Kruger effect. 10:40 – Anchoring. 12:08…
PODCAST EPISODE 221: Asset Allocation in Early Retirement, Backdoor Roth Back On and Debunking High-Yield Funds
WHAT WAS COVERED 00:00 – Paul welcomes listeners. 02:45 – Article Breakdown – “Hit your retirement savings goal? It may be wise to unload some stocks” 09:25 – Article Breakdown – “What’s Not to Like About a Fund With a 7% Yield” 18:40 – Article Breakdown – “The iPhone Feature to Turn On Before You Die” 24:40 – Article Breakdown…
