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Oct 20, 2021

Topics Covered:

"CNN Article giving some detail to the spending set forth in the Bill" by CNN

"Ways and Means releases list of tax provisions for budget bill" By Journal of Accountancy

"House Democrats propose new retirement plan rules for the rich, including contribution limits and a repeal of Roth conversions"...


Oct 13, 2021

Topics Covered:

- Should I Retire? 9 Exercises to Help You Decide if You Should Call It Quits

- The Stock Market Fails a Breathalyzer

- Beware of the Tax Traps in Retirement

For full show notes visit: https://sfgway.com/ep210

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Sep 29, 2021

Topics Covered: The Wall Street Journal - "Can This Couple Afford to Build Two Vacation Homes? A Financial Adviser Weighs In."

For full show notes visit: https://sfgway.com/ep209

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Contains a sample of “King”...


Sep 22, 2021

Topics Covered:

Article 1 - How a Robinhood newb got an $800k tax bill on $45k profit.

Article 2 - Fidelity's Hiring Spree Is a Cautionary Signal

Article 3 - Suze Orman's 5 Best Pieces of Financial Advice

For full show notes visit: https://sfgway.com/ep208

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Sep 13, 2021

Black swan housing market events, truckloads of revenue in the crypto market and James Brown’s 100 million dollar estate are taking up provocative headlines in recent days. Instead of just reading headlines, look beyond the headlines with Paul and Cory in this week's episode and discover what to make of the real...