Podcast And Blog
Podcast Episode 43: Mortgage Myths for Entrepreneurs
EPISODE SUMMARY Today’s special guest is Maggie Richter, Loan Advisor for RPM Mortgage. Maggie helps ‘bust’ some common mortgage myths, for both entrepreneurs and W2 executives, on this week’s show. It can be frustrating, applying for a mortgage, because it can often feel very invasive and extreme, but Maggie is here to explain why these requests are so important for…
Podcast Episode 42: Three Numbers You Must Know to Build Your Finances
EPISODE SUMMARY Paul dives into the three numbers you must know when planning for your retirement. As we live longer and longer, it becomes difficult to predict how much money you’ll need to live comfortably before you pass away. The worst thing to happen to you is that you have too much life and too little money. So, how can…
Podcast Episode 41: What Does It Take to Sell a Business with Andrew Cross and Damon Pistulka
EPISODE SUMMARY Andrew Cross is the Principal at Cross Northwest, Inc. and Damon Pistulka is the Managing Partner at Cross Northwest, Inc. This week’s topic dives into what business owners and business buyers need to know about selling/buying a business. Andrew and Damon tackle both sides of the coin to help business owners get an overall perspective of what they…
Podcast Episode 40: Illusions of Investing Part 6 – Passive Structure Investing Theory
EPISODE SUMMARY This is the last episode in the investing illusions series. Paul does a quick recap of the past five illusions he has gone over. One of the common problems that happens to someone after they’ve become aware of an illusion is that they fall right back into another one. To avoid this, Paul discusses what is a good investment philosophy…
Podcast Episode 39: Illusions of Investing Part 5 – Letting Them Handle Your Money
EPISODE SUMMARY This is part 5 out of 6 on investing illusions. Paul dives right in on busting the myth that your advisor should be responsible for handling all of your money. If you’re not actively working with your advisor to manage your money, then something is wrong. The same applies from within your household. If there’s only one person…
Podcast Episode 38: Illusions of Investing Part 4 – The Cost of Investing
LISTEN HERE EPISODE SUMMARY This episode is part 4 of Investing Illusions. Today’s illusion is about discovering the real cost of investing with a mutual fund. There are so many undisclosed fees and costs that customers are switching over to more transparent solutions. Paul discusses what a cash drag is and why ‘making it up in trade volume’ never, ever…
