View Post

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 …

View Post

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 …

View Post

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 …

View Post

PODCAST EPISODE 157: BASICS OF INVESTING ACTUAL VS. AVERAGE RETURN

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory tackle the topic understanding the difference between actual and average returns in investing. Often times, the media and financial advisors sell us on ‘average rate of return.’ On this podcast, we’re not here to be average. Paul and Cory break down and analyze multiple examples where …

View Post

PODCAST EPISODE 156: REMEMBERING SEAN STEPHENSON

 EPISODE SUMMARY In this special episode of Your Business, Your Wealth, Paul replays an episode with Sean Stephenson, who recently passed away. Paul shares his memories of their conversation and highlights the impact Sean had on his life. The interview is replayed in its entirety. The doctors who helped deliver Sean Stephenson into this world 38 years ago told …

View Post

PODCAST EPISODE 155: FINANCIAL WELLNESS FOR WOMEN…AND MEN…AND COUPLES WITH RHONDA NOORDYK

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory welcome Rhonda Noordyk to the show. Rhonda is the CEO of The Women’s Financial Wellness Center, an organization aimed at providing recently divorced women with fully-independent, relationship-based coaching and resources to help them make confident financial decisions. Paul, Cory and Rhonda discuss the importance of financial …

View Post

PODCAST EPISODE 154: LLOYD’S OF LONDON, WHERE INCOME IS KING WITH ROBERT CLARK

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory welcome Robert Clark to the show. Robert is the regional Vice President at Petersen International, the largest cover writer of surplus lines of Lloyd’s of London. Paul, Cory and Robert discuss the history of Lloyd’s of London, the world’s leading specialist insurance market. They talk about …

View Post

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 …

View Post

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 …