Podcast And Blog
PODCAST EPISODE 163: STOCK PICKING & SURVIVORSHIP BIAS ILLUSIONS OF INVESTING, PART 1
EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory begin a discussion on stock picking and survivorship bias illusions. Specifically, they focus on the illusion that individuals and advisors can consistently and predictively outperform the market. Paul takes the audience through the history of mutual funds and provides an investment example to further his point on…
PODCAST EPISODE 162: SHOULD YOU PROTECT SUFFICIENCY FIRST?
EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory discuss building and protecting your sufficiency. Sufficiency is defined as having enough income to be able to live a good life, not necessarily a luxurious one. Paul and Cory stress the importance of understanding your sufficiency number and its impact on your lifestyle. Finally, they share tools…
PODCAST EPISODE 161: ZIP CODES AND 401(K)s
EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory break down one of the most common and critical tools for retirement, the 401(k). While investing in your 401(k) can be a great way to start planning for retirement, it should not be viewed as the only tool. Paul and Cory discuss maximizing your match, penalties and…
PODCAST EPISODE 160: EQUITY INDEXED PRODUCTS
EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory break down the positive and negative impact that equity indexed products can have on your investments. They identify how an equity index product works and provide examples of performance, specifically using the Standard and Poor’s (S&P 500) Index. Paul and Cory talk about rates of return as…
PODCAST EPISODE 159: NOT YOUR GRANDMA’S BUDGET WITH DOUG PETERSON
EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory welcome to the podcast, speaker and personal financial coach, Doug Peterson. Doug is an expert in helping people budget their household spending in a way that saves them time and money. Paul, Cory, and Doug talk about the importance of maintaining a budget. They break down the…
PODCAST EPISODE 158: STOP SHOULD-ING ALL OVER YOURSELF
EPISODE SUMMARY In this episode of Your Business, Your Wealth, Cory broaches the topic of financial planning and the concept of ‘should.’ Often times, when we’re looking back at our financial goals and where we currently stand, we use the word ‘should’ to describe what we could have done differently. However, Cory points out that our views on money and…
