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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 …

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PODCAST BONUS EPISODE: Coronavirus Opportunities

  EPISODE SUMMARY Surprise! Paul and Cory stopped in the studio to talk about opportunities that have opened up in the current climate of the market. Tune in for this brief episode to catch some insight on how to position yourself for success in the current economy. LINKS Curious what you can accomplish with our help? Schedule an appointment …

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PODCAST EPISODE 176: Freshbooks CEO Mike McDerment on Leadership, Partners and Coronavirus

 EPISODE SUMMARY Crises don’t stop business planning; rather, they just become a part of the agenda. This week, Paul & Cory get a moment to chat with CEO Mike McDerment. Mike speaks on the important components of projecting outcomes and making decisions at this time. He also explains what makes Freshbooks different than its competitors, as well as what …

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PODCAST EPISODE 175: IS THE CORONA VIRUS INFECTING YOUR BRAIN?

  EPISODE SUMMARY The Corona Virus is infecting people’s brains… In how they think about their money. In this episode Paul and Cory dispel many myths and confusion over the implications and conclusions being drawn from the markets correction with the uncertainty of the Corona Virus. LINKS Curious what you can accomplish with our help? Schedule a free 15 …

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PODCAST EPISODE 174: The Hidden Costs of Investing: An Interview with Dr. Stefan Sharkansky

 EPISODE SUMMARY Today Paul and Cory chat with Dr. Stefan Sharkansky, owner of personalfund.com. Dr. Sharkansky was a pioneer in “robo-advising” and has created a tool for investors to use to better understand the true cost of investing in managed accounts. Paul and Cory ask big questions, and Dr. Sharkansky explains what plagues investors and how to grow your …

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Why Past Performance Means Nothing

The Myth of “Track Record Investing” Among even the most hallowed asset management firms, prior success can be attributed not to a series of calculated, informed actions or unique insights but rather the good fortune of being in the right place at the right time–something also known as random luck.  One of the most attractive illusions of investing involves judging …

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PODCAST EPISODE 173: INVESTING IN YOU FROM THE INFLUENCE ECOLOGY ANNUAL MEMBER CONFERENCE

 EPISODE SUMMARY Live from Ojai California, at the Influence Ecology Conference, Paul & Cory bring their thoughts on Influence Ecology’s work to the table. Here they discuss what “human capital” is and why it’s important, how to invest in yourself, and the difference between knowledge and understanding. WHAT WAS COVERED 0:34 – Paul and Cory welcome us to the …

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PODCAST EPISODE 172: WANT TO HEAT UP YOUR BEDROOM THIS VALENTINE’S DAY? TALK ABOUT MONEY!

 EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory begin by discussing an article titled “‘Buffett Indicator’ Warns Stocks Doomed for Worse Crash Than 2008” and how we need to critically assess the articles we read. Next, we discuss how people speak about and view retirement versus how prepared people are to create the retirement …