Podcast And Blog

Podcast

Podcast Episode 107: Don’t Just Save – Build a Wealth Coordination Account

EPISODE SUMMARY In this episode, Paul discusses the wealth coordination account and its goal to build assets and eventually lead to financial independence. We learn about the three pillars that comprise the wealth coordination account and how it can lead to massive wealth accumulation over time. Paul touches on the misconceptions many people have about savings as well as the…

Podcast

Podcast Episode 106: Profit First, Part 2 with Michael Michalowicz

EPISODE SUMMARY Michael Michalowicz is the entrepreneur behind three multimillion-dollar companies, the author of Profit First, The Pumpkin Plan, and six other books. Soon, Michael will be releasing his newest book, Clockwork, on August 26. Michael was a former business journalist for The Wall Street Journal and a former business makeover specialist on MSNBC. He also runs his own podcast, The Profit First Podcast. Today, he…

Podcast

Podcast Episode 105: Profit First, Part 1 with Michael Michalowicz

EPISODE SUMMARY Michael Michalowicz is the entrepreneur behind three multi-million dollar companies, the author of Profit First, The Pumpkin Plan, and six other books. Soon, Michael will be releasing his newest book, Clockwork, on August 26. Michael was a former business journalist for The Wall Street Journal and a former business makeover specialist on MSNBC. He also runs his own podcast, The Profit First Podcast. Today,…

Podcast

Podcast Episode 104: The Siren’s Song of More

EPISODE SUMMARY In this episode, Paul speaks about the kinds of external pressures that push in on entrepreneurs that make them think they’re being as successful as they can be with their money, even though they may not be doing the right things that lead to long-term financial well being in their personal balance sheet. He explores what things business…

Podcast

Podcast Episode 103: Entrepreneurs Save the World, Just Not Themselves

EPISODE SUMMARY In this episode, Paul speaks about what he’s observed from business owners and entrepreneurs, including the high failure rates of entrepreneurship, how difficult it is for a business to be financially fruitful enough to support itself in five to ten years, and the major impact entrepreneurs have on the world. He explains how strong your balance sheet must…

Podcast

Podcast Episode 102: Common Mistakes We Help Clients Avoid, Part 2

EPISODE SUMMARY In this second episode of a two-part series, Paul and Cory continue to discuss some common money mistakes and offer advice to help you learn from the problems others have faced. They address how people miss the Backdoor Roth IRA, the problems associated with people talking to a product salesperson instead of an advisor, why counting on a…

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