Podcast And Blog
PODCAST EPISODE 153: ROTH AT ANY INCOME
EPISODE SUMMARY In today’s episode of Your Business, Your Wealth, Paul and Cory dive deep into the one topic that many potential clients and entrepreneurs don’t know much about, and that’s starting a Roth IRA. With most incomes, there are huge amounts of capital to be made outside of the regular IRS income tax system with the use of a…
PODCAST EPISODE 152: IS THE SKY FALLING? THE MARKET REACHES ANOTHER NEW HIGH, PART 2
EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul explains how the market is climbing, and how you should be interpreting market highs. When people talk about a new market high, there is a fear and a concern of the market dropping because it’s been over-performing for the last years and with that, Paul walks the listener through…
PODCAST EPISODE 151: IS THE SKY FALLING? THE MARKET REACHES ANOTHER NEW HIGH, PART 1
EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul explains what we should do when the market reaches new highs and puts us in a position to try and make sense of the latest news and advice as well as how to notice the signs to slow down. Paul explains how some perceive the market when it reaches…
PODCAST EPISODE 150: THE AUTOBIOGRAPHY OF YOUR MONEY
EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory talk about the autobiography of your money. Specifically, they highlight the importance of understanding the varying rates of returns of your investments so that you can ensure maximum efficiency of your portfolio. Using mutual funds and real estate as two primary examples, they show the hidden costs…
PODCAST EPISODE 149: STOP WASTING YOUR KIDS’ COLLEGE MONEY
EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory talk about college saving strategies. Specifically, they focus on the benefits and detriments of one of the most commonly used tools, the 529 plan. They take a deep dive into some of the restrictions and consequences that accompany 529 plans as well as alternative ways to fund…
PODCAST EPISODE 148: TOP 100 MISTAKES, PART 4
EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory break down the top one hundred mistakes to avoid to help get your finances in order. Breaking this down into four segments, the fourth set of twenty-five mistakes cover a variety of topics from distinguishing between a 529 Plan and a college funding plan to the importance…









