Podcast And Blog

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…

Podcast

PODCAST EPISODE 175: IS THE CORONA VIRUS INFECTING YOUR BRAIN?

https://www.youtube.com/watch?v=QKqyxUIfkNI EPISODE SUMMARY The Corona Virus is infecting people’s brains… In how they think about their money. In this episode Paul and Cory dispel many myths and confusion over the implications and conclusions being drawn from the markets correction with the uncertainty of the Corona Virus. LINKS Curious what you can accomplish with our help? Schedule a free 15 minute…

Podcast

PODCAST EPISODE 174: The Hidden Costs of Investing: An Interview with Dr. Stefan Sharkansky

https://www.youtube.com/watch?v=FR0v-0noIok EPISODE SUMMARY Today Paul and Cory chat with Dr. Stefan Sharkansky, owner of personalfund.com. Dr. Sharkansky was a pioneer in “robo-advising” and has created a tool for investors to use to better understand the true cost of investing in managed accounts. Paul and Cory ask big questions, and Dr. Sharkansky explains what plagues investors and how to grow your…

Blog

Why Past Performance Means Nothing

The Myth of “Track Record Investing” Among even the most hallowed asset management firms, prior success can be attributed not to a series of calculated, informed actions or unique insights but rather the good fortune of being in the right place at the right time–something also known as random luck.  One of the most attractive illusions of investing involves judging…

Podcast

PODCAST EPISODE 173: INVESTING IN YOU FROM THE INFLUENCE ECOLOGY ANNUAL MEMBER CONFERENCE

https://www.youtube.com/watch?v=RaDpZ6UfJRM EPISODE SUMMARY Live from Ojai California, at the Influence Ecology Conference, Paul & Cory bring their thoughts on Influence Ecology’s work to the table. Here they discuss what “human capital” is and why it’s important, how to invest in yourself, and the difference between knowledge and understanding. WHAT WAS COVERED 0:34 – Paul and Cory welcome us to the…

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