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PODCAST EPISODE 186: The Whole Life Timeline (pt.1)

 EPISODE SUMMARY When most people consider using whole life insurance for retirement they usually don’t think about, how it can maximize cash efficiency, using it to substitute bonds, or even use it as a volatility buffer. This conversation is all about using whole life insurance in a way that most people are never taught to use it. Believe it …

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PODCAST EPISODE 185: Three Big Accounting Mistakes That Can Take Your Business Down

 EPISODE SUMMARY Isn’t money the engine for your business? Van Haas, CEO of Accountix Solutions joins Paul Adams for a discussion on how to protect your ‘ship’ from sinking beginning with accounting. While many managers overlook or defer to an accountant to handle the numbers and bookkeeping, without recurring reviews, you won’t have total control of your business and …

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PODCAST EPISODE 184: Asset Investing Series (Part 2): The Trick Question of 30YR v 15YR Mortgages

 EPISODE SUMMARY A common question when purchasing a home is actually a trick question. Do you want a 15-year or 30-year mortgage? While you may like to presume that the bank has your best interest in mind, it is still true that your loan makes them money. Discover how to truly answer this question as Paul and Cory break …

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PODCAST EPISODE 183: What Is Your ROR On Home Equity? (Part 1)

 EPISODE SUMMARY There are many ways you can invest, save, and create wealth with assets. Today Paul and Cory kick off a new series discussing asset class investing. In this episode They breakdown two different mortgage strategies and talk down payment and how it affects your home equity. WHAT WAS COVERED 00:00 – Show starts 00:30 – Paul welcomes …

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PODCAST EPISODE 182: If You Want To Build Wealth, You Have To Talk About Money

 EPISODE SUMMARY We’re talking about, talking about money. That’s right, in this episode Paul and Cory have a conversation over the idea that if you want to build wealth, the first step is that you have to talk about money. Many people refuse to talk about money and live their life according to what looks like wealth, however, real …

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PODCAST EPISODE 181: Should You Stop Investing in “The Market”? A conversation with Joe Riggio of Dimensional Fund Advisors

 EPISODE SUMMARY Have you ever felt like you couldn’t get out of your own way? Sometimes active managers get in the way of potential growth for your money. Joe Roggio from Dimensional Fund Advisors stops in to discuss why he goes with the mutual funds as opposed to ETF’s and breaks down the stats and analytics of what this …

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PODCAST EPISODE 180: What Investor Mindset Will You Choose?

 EPISODE SUMMARY Everyone could agree that it’s foolish to gamble your life savings at a casino, however, people do it every day. Timing the market is a game major institutions want to make look winnable but the truth is it’s not the way to designing and building a good life. Paul and Cory take time to shake out the …

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PODCAST EPISODE 179: Where Are Tactics Overtaking Strategy In Your Financial Plan?

 EPISODE SUMMARY Tactics are often mistaken for strategies, and in financial planning, this can cause you to underutilize financial tools and vehicles. This week, Paul and Cory break down the difference between tactics and strategies and what it means for your money. Cory also addresses how the industry markets financial vehicles and 401k tactics and strategies. Lastly, Paul and …

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PODCAST EPISODE 178: The Best Performing Tech Fund You Never Knew You Owned

 EPISODE SUMMARY It’s very easy to make assumptions about the market when watching headlines; however, it isn’t always a great idea. In this episode of the Your Business Your Wealth podcast, Paul and Cory dig up some research on the S&P 500 to reveal a radical truth. Learn more about “the best performing tech fund you never knew you …

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PODCAST EPISODE 177: Speed Dating With Sound Financial Group

 EPISODE SUMMARY Good counsel is a part of making good decisions, and many people are seeking financial counsel in light of the current economic climate. In this special episode of the Your Business Your Wealth podcast, Paul and Cory tackle 30 frequently asked questions that you may want to consider asking the next time you go looking for a …