Podcast And Blog
PODCAST EPISODE 218: When Your Parents Didn’t Save Enough, Are Active Fund Managers Worth Their Cost?
EPISODE SUMMARY When Actively Managed Funds Are Worth It(By Kiplinger) Judge OKs $5.4 million settlement over Transamerica retirement plan(By Des Moines Register) What to do when your parents didn’t save for retirement(By CNBC) WHAT WAS COVERED 00:00 – Paul welcomes listeners. 02:08 – Article Breakdown: “When Actively Managed Funds Are Worth It”. 14:45 – Article Breakdown: “Judge OKs $5.4 million…
PODCAST EPISODE 217: Is the 4% Rule in Retirement Dead? Tips on 529 Plans
EPISODE SUMMARY Experts say the 4% rule, a popular retirement income strategy, is outdated (By CNBC.com) Seven 529 Plans to Avoid (By Morningstar.com) This Retirement Myth Could Cost You $100,000 (By The Motley Fool) WHAT WAS COVERED 00:00 – Paul welcomes listeners. 01:00 – Recap of recent episode 03:00 – Article Breakdown: “Experts say the 4% rule, a popular retirement…
PODCAST EPISODE 216: Gratitude vs. Cultivating Contentment – Thanksgiving Special Episode
EPISODE SUMMARY Topics Covered: his week we recorded a special episode to set the stage for your 2022 vision, and how what you are grateful for is a great place to “look” for what you want more of in the future. Today we ask you to consider not just the things you are grateful for, but to ask yourself this,…
PODCAST EPISODE 215: Risky Zillow, Risky Crypto and Why do they hate ROTH?
EPISODE SUMMARY Topics Covered: Viral TikTok video accuses Zillow and others of manipulating the housing market. Here’s what’s really going on(By MarketWatch) A cryptocurrency inspired by ‘Squid Game’ crashes. The industry has questions.(By New York Times) Why You Should Ditch Plans to Convert Your 401(K) to a Roth IRA(By Barrons) WHAT WAS COVERED 00:00 – Episode begins. 01:20 – Article…
PODCAST EPISODE 214: 401(k) Stolen, Family Tries to Kill Father
EPISODE SUMMARY Topics Covered:Gilbert man groomed, then scammed out of entire 401(k)(By AZFamily.com) This Darkly Humorous Life Insurance Ad Has the Best Legal Disclaimer in Ad History(By Adweek.com) Five Questions to Ask if You Are Named Executor of an Estate(By The Wall Street Journal) WHAT WAS COVERED 00:00 – Paul welcomes the show. 01:50 – Topics Overview. 02:45 – Article…
PODCAST EPISODE 213: Are you taking Social Security at the right time?
EPISODE SUMMARY Topics Covered in Today’s Episode: Here’s Exactly How to Optimize for the $3,895 Social Security Monthly Max (By The Motley Fool) WHAT WAS COVERED 00:00 – Paul welcomes listeners. 02:00 – Covering the topics of the day. 03:00 – Motley fool article “Here’s Exactly How Optimize 3895 Social Security” 09:50 – Cory’s spreadsheet sorcery. 21:25 – Why you…
