More Than Commas

In this episode of Your Business, Your Wealth, Paul and Cory continue their discussion on illusions of investing in the marketplace. In part five of this series, Paul and Cory discuss what you can do now that you're aware of these illusions of investing. They share and analyze the concept of Passive Structured Investing and explain how to build and maintain an investing portfolio. Paul expounds on...

In this episode of Your Business, Your Wealth, Paul and Cory continue their discussion on illusions of investing in the marketplace. In part four of this series, Paul and Cory talk about the importance of understanding fees and costs of your investments. Specifically, they focus on the illusion that mutual funds come without any hidden fees or costs to you as an investor. Paul speaks to transactio...

In this episode of Your Business, Your Wealth, Paul and Cory continue their discussion on illusions of investing in the marketplace. In part three of this series, Paul and Cory debunk the myth of market timing. Specifically, they focus on the illusion that an individual investor can successfully navigate the market in order to maximize returns. Paul provides intriguing and eye-opening examples of...

In this episode of Your Business, Your Wealth, Paul and Cory continue their discussion on illusions of investing in the marketplace. Specifically, they focus on the illusion of investing based on the successful track record of asset management firms. Nobody can consistently and predictively outperform the market, not even the highest performing mutual funds. Paul proves this concept by analyzing n...

In this episode of Your Business, Your Wealth, Paul and Cory begin a discussion on stock picking and survivorship bias illusions. Specifically, they focus on the illusion that individuals and advisors can consistently and predictively outperform the market. Paul takes the audience through the history of mutual funds and provides an investment example to further his point on survivorship bias. Fina...

In this episode of Your Business, Your Wealth, Paul and Cory discuss building and protecting your sufficiency. Sufficiency is defined as having enough income to be able to live a good life, not necessarily a luxurious one. Paul and Cory stress the importance of understanding your sufficiency number and its impact on your lifestyle. Finally, they share tools and resources for calculating sufficienc...

In this episode of Your Business, Your Wealth, Paul and Cory break down one of the most common and critical tools for retirement, the 401(k). While investing in your 401(k) can be a great way to start planning for retirement, it should not be viewed as the only tool. Paul and Cory discuss maximizing your match, penalties and limitations of 401(k)s, and reasons to have other investments in place as...

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 as well as costs and penalties that can be associa...

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 the three levels of motivation and the importance of paying atten...

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 and financial planning fluctuate as we enter new stages in life....

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 the average return was much different than the actual...

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 his parents that he would be dead within 24 hours beca...

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 transparenc...

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 some of the largest risks and policies Lloyd's...

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 a Roth IRA. On today's podcast, Paul and Cory dive into the business of going abo...

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 through the evidence of what is known as "Market's New Highs" and the appro...

In this episode of Your Business, Your Wealth, Paul explains what we should do when the market reaches new highs and puts us in a position to try and make sense of the latest news and advice as well as how to notice the signs to slow down. Paul explains how some perceive the market when it reaches a new high and how most people associate this rise to a market pullback or recession. This then creat...

In this episode of Your Business, Your Wealth, Paul and Cory talk about the autobiography of your money. Specifically, they highlight the importance of understanding the varying rates of returns of your investments so that you can ensure maximum efficiency of your portfolio. Using mutual funds and real estate as two primary examples, they show the hidden costs of these investments. Finally, Paul a...

In this episode of Your Business, Your Wealth, Paul and Cory talk about college saving strategies. Specifically, they focus on the benefits and detriments of one of the most commonly used tools, the 529 plan. They take a deep dive into some of the restrictions and consequences that accompany 529 plans as well as alternative ways to fund your child's education. Finally, Paul speaks to the potential...

In this episode of Your Business, Your Wealth, Paul and Cory break down the top one hundred mistakes to avoid to help get your finances in order. Breaking this down into four segments, the fourth set of twenty-five mistakes cover a variety of topics from distinguishing between a 529 Plan and a college funding plan to the importance of keeping an up-to-date will. They talk about solving for the fut...

In this episode of Your Business, Your Wealth, Paul and Cory welcome author, businessman and cartoonist, Scott Adams. Scott expounds on his extensive background in persuasion, influence, and hypnosis, which aided in his creation of the classic satire cartoon strip, Dilbert. Scott breaks down some of the major topics covered in his books, including the concepts of second and third dimensional think...

In this episode of Your Business, Your Wealth, Paul and Cory welcome VP of Influence Ecology and expert of human performance and behavior, Drew Knowles to analyze the break down the Excitement Trap. Drew expounds on the biology of excitement and explains how it can have a negative impact on you in the marketplace. Paul, Cory, and Drew have a candid discussion about the importance of remaining wary...

In this episode of Your Business, Your Wealth, Paul and Cory break down the top one hundred mistakes to avoid to help get your finances in order. Breaking this down into four segments, the third set of twenty-five mistakes cover a variety of topics from the importance of knowing your credit score to how to be financially responsible when planning a wedding. They talk about how to avoid the compari...

In this episode of Your Business, Your Wealth, Paul and Cory break down the top one hundred mistakes to avoid to help get your finances in order. Breaking this down into four segments, the second set of twenty-five mistakes cover a variety of topics from the importance of creating a business plan for your career to making sound decisions when purchasing a home. They talk about building a spending...

In this episode of Your Business, Your Wealth, Paul and Cory break down the top one hundred mistakes to avoid to help get your finances in order. Breaking this down into four segments, the first twenty-five mistakes cover a variety of topics from the importance of building an emergency fund to how much money to invest in a 401(k). They talk about financial strategies, investing and taking ownershi...