Podcast And Blog
PODCAST EPISODE 210: Beyond Meat Stock Prices, Retirement Questions & Tax Traps
EPISODE SUMMARY Topics Covered: Should I Retire? 9 Exercises to Help You Decide if You Should Call It Quits The Stock Market Fails a Breathalyzer Beware of the Tax Traps in Retirement WHAT WAS COVERED 00:00 – Episode begins. 00:35 – Paul welcomes listeners. 03:00 – Reviewing the article style: “the Listicle”. 06:45 – Article Breakdown: “Should I Retire? 9…
PODCAST EPISODE 209: We Think They Should Build a Vacation Home, The Wall Street Journal Doesn’t
EPISODE SUMMARY Topics Covered: The Wall Street Journal – “Can This Couple Afford to Build Two Vacation Homes? A Financial Adviser Weighs In.” WHAT WAS COVERED 00:00 – Episode begins 00:35 – Paul welcomes listeners 06:30 – Article Breakdown: “Can This Couple Afford to Build Two Vacation Homes? A Financial Adviser Weighs In.” 19:15 – Discussing how term life insurance…
PODCAST EPISODE 208 – Day Trading to High Tax Bills & Suze Orman’s 5 Best Pieces of Financial Advice
EPISODE SUMMARY Topics Covered: Article 1 – How a Robinhood newb got an $800k tax bill on $45k profit Article 2 – Fidelity’s Hiring Spree Is a Cautionary Signal Article 3 – Suze Orman’s 5 Best Pieces of Financial Advice WHAT WAS COVERED 00:00 – Episode begins. 00:35 – Paul welcomes the listeners. 02:00 – Highlighting headlines. 04:30 – Article Breakdown:…
PODCAST EPISODE 207 – Houses, Truckloads Of Crypto, And James Brown’s 100 Million Dollar Estate
EPISODE SUMMARY Black swan housing market events, truckloads of revenue in the crypto market and James Brown’s 100 million dollar estate are taking up provocative headlines in recent days. Instead of just reading headlines, look beyond the headlines with Paul and Cory in this week’s episode and discover what to make of the real stories, how to engage in smart…
PODCAST EPISODE 206 – Shocking retirement stats, how long you will live and TIPs funds may not be as good as they look.
EPISODE SUMMARY Would you play chicken with your financial health in the last 6 months of your life? How many decades of luxury is worth your last 6 months of life in poverty? In this episode, Paul and Cory break down some more articles discussing shocking retirement stats and fill in the gaps of financial articles. WHAT WAS COVERED 00:00 –…
PODCAST EPISODE 205 – How Target Date Funds Are Being Misused And What Millionaires Do Different.
EPISODE SUMMARY WHAT WAS COVERED 00:00 – Episode begins. 00:35 – Paul Intros the show. 01:30 – Poking through Major Media News. 03:40 – Article Breakdown: “Many 401k Investors Don’t Use Target Funds The Right Way”. 10:00 – Article Breakdown: “The Ultra-rich Is Saving Their Money Instead of Spending Now The Middle-Class Is Buried In Debt”. 15:45 – Article Breakdown:…
