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Dec 22, 2021

Topics Covered:

For full show notes visit: https://sfgway.com/220

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This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any...


Dec 15, 2021

Topics Covered:

For full show notes visit: https://sfgway.com/219

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next.

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any...


Dec 10, 2021

Topics Covered:

When Actively Managed Funds Are Worth It (By Kiplinger)

Judge OKs $5.4 million settlement over Transamerica retirement plan (By Des Moines Register)

What to do when your parents didn’t save for retirement (By CNBC)

For full show notes visit: https://sfgway.com/218

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Dec 9, 2021

Topics Covered:

Experts say the 4% rule, a popular retirement income strategy, is outdated (By CNBC.com)

Seven 529 Plans to Avoid (By Morningstar.com)

This Retirement Myth Could Cost You $100,000 (By The Motley Fool)

For full show notes visit: https://sfgway.com/ep217

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Nov 25, 2021

Topics Covered:

his week we recorded a special episode to set the stage for your 2022 vision, and how what you are grateful for is a great place to “look” for what you want more of in the future.

Today we ask you to consider not just the things you are grateful for, but to ask yourself this, "How do I make sure...