Podcast And Blog

Podcast

PODCAST EPISODE 180: What Investor Mindset Will You Choose?

https://www.youtube.com/watch?v=7R_Pmis9-ls EPISODE SUMMARY Everyone could agree that it’s foolish to gamble your life savings at a casino, however, people do it every day. Timing the market is a game major institutions want to make look winnable but the truth is it’s not the way to designing and building a good life. Paul and Cory take time to shake out the…

Podcast

PODCAST EPISODE 179: Where Are Tactics Overtaking Strategy In Your Financial Plan?

https://www.youtube.com/watch?v=vDaEJYFIfNY EPISODE SUMMARY Tactics are often mistaken for strategies, and in financial planning, this can cause you to underutilize financial tools and vehicles. This week, Paul and Cory break down the difference between tactics and strategies and what it means for your money. Cory also addresses how the industry markets financial vehicles and 401k tactics and strategies. Lastly, Paul and…

Podcast

PODCAST EPISODE 178: The Best Performing Tech Fund You Never Knew You Owned

https://www.youtube.com/watch?v=5bynhIUblVo EPISODE SUMMARY It’s very easy to make assumptions about the market when watching headlines; however, it isn’t always a great idea. In this episode of the Your Business Your Wealth podcast, Paul and Cory dig up some research on the S&P 500 to reveal a radical truth. Learn more about “the best performing tech fund you never knew you owned”, and…

Podcast

PODCAST EPISODE 177: Speed Dating With Sound Financial Group

https://www.youtube.com/watch?v=Zab8qjZL39I EPISODE SUMMARY Good counsel is a part of making good decisions, and many people are seeking financial counsel in light of the current economic climate. In this special episode of the Your Business Your Wealth podcast, Paul and Cory tackle 30 frequently asked questions that you may want to consider asking the next time you go looking for a financial consultant….

Podcast

PODCAST BONUS EPISODE: Coronavirus Opportunities

https://www.youtube.com/watch?v=YizSo1Th_HY EPISODE SUMMARY Surprise! Paul and Cory stopped in the studio to talk about opportunities that have opened up in the current climate of the market. Tune in for this brief episode to catch some insight on how to position yourself for success in the current economy. LINKS Curious what you can accomplish with our help? Schedule an appointment with…

Podcast

PODCAST EPISODE 176: Freshbooks CEO Mike McDerment on Leadership, Partners and Coronavirus

https://www.youtube.com/watch?v=hLQl1qfLOhE EPISODE SUMMARY Crises don’t stop business planning; rather, they just become a part of the agenda. This week, Paul & Cory get a moment to chat with CEO Mike McDerment. Mike speaks on the important components of projecting outcomes and making decisions at this time. He also explains what makes Freshbooks different than its competitors, as well as what…

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