Podcast And Blog
PODCAST EPISODE 229: Our Thoughts on Vanguard’s Value Proposition.
https://www.youtube.com/watch?v=doxIQHIBXAE WHAT WAS COVERED 00:00 – Paul welcomes listeners, and introduces guests. 02:20 – Vanguard’s background. 04:45 – Article Breakdown: Putting a value on your value: Quantifying Advisor’s Alpha. 15:00 – Rebalancing and its goal. 19:00 – Behavioral coaching. 25:10 – Asset location 28:00 – Spending strategy 34:15 – Closing thoughts. 34:38 – Episode ends, thank you for listening. [Tweet…
PODCAST EPISODE 228: Real People Getting Real Advice
https://www.youtube.com/watch?v=xxo1vraQXlI WHAT WAS COVERED 00:00 – Paul welcomes listeners, and introduces guests. 02:15 – Kevin and Jennifer’s plan. 04:50 – Savings strategy. 07:20 – Financing strategies. 15:00 – Diagnosing risk. 20:35 – Historical and future real estate investing 25:25 – Next steps. 28:21 – Episode ends, thank you for listening. [Tweet “Does the bank loan their money or other people’s…
PODCAST EPISODE 227: Could a Car Accident Cost You Everything?
WHAT WAS COVERED 00:00 – Paul welcomes listeners. 00:30 – Looking forward. 01:40 – The simple philosophy of getting protection. (insurance). 06:45 – Diving into insurance policies. 19:45 – Closing thoughts. 20:36 – Episode ends, thank you for listening [Tweet “Insurance is a moat or a wall between events and your wealth. #YourBusinessYourWealth”] [Tweet “Our main idea with insurance is grounded…
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…
