Sean and Ron launch their first podcast in 2022! After a casual conversation discussing the pros and cons of Short Term vs Long Term rental properties, the guys discuss how these two income streams could be a way to enjoy your financial journey a little more. Tune into our show today to hear a couple of different ways to set up an alternative income stream for yourself, while also playing the long term investment game.
Be sure to connect with us at www.cornerstone2invest.com
One of the best ways that investors can set themselves up for a tax-efficient retirement is to be strategic about what accounts that withdraw from and when. In this week's episode Sean and Ron look at what types of accounts investors can have in retirement, and what are some of the best ways to utilize those accounts. You won't want to miss it!
Be sure to connect with us at thejourneymindset.com
In America, we have an educational environment that causes many people to be tied down for decades with student loans. Today's show looks at some other educational routes students can take outside of the traditional four year college. While going to a four year college is still the gold standard in our opinion, it should not be the only route that people consider given their possible career choice. Today's show could save you years of heartache and pain!
Be sure to connect with us at: thejourneymindset.com
If you are someone that is currently paying off student loans, wants to prepare for the possibility of paying student loans, or just want to help inform the people around you about student loans--this is the show for you! Tune in to our show today to hear Sean and Ron's take on the different routes people can travel down when considering taking out student loans.
Be sure to connect with us at thejourneymindset.com
When is the right time to sell an investment? In our show this week we review over two investment analyst's framework for selling an investment. Having a framework like this can be key for having long term investing success!
Be sure to connect with us at thejourneymindset.com
How many investment vehicles are you aware of that allow for triple tax advantages? Tune into our show this week to learn about Health Savings Accounts to see if you qualify for one of these accounts and how it might fit into your investment portfolio.
Be sure to connect with us at thejourneymindset.com
What are some of the best ways that we can reduce our overall tax bill? Tune into our show this week to see many different types of expenses that small business owners can write off, and how that process works.
Be sure to connect with us at thejourneymindset.com
In this episode we talk about financial literacy, the ability to make wise decisions about your money, and how it is one of your most important assets. After going over Dave Ramsey's baby steps and what we would add (4:13 to 17:42), we break financial literacy down by talking through some of the biggest purchases in life, such as…
If you enjoyed this podcast be sure to subscribe, review and connect with us at thejourneymindset.com or visit our company page cornerstone2invest.com.
Connect with us at thejourneymindset.com
What is usually the number one priority for most wealthy individuals? Reducing their tax bill. Tune into our show this week to see how Capital Gains are taxed and some strategies you can utilize to give you the best shot for long term performance!
Be sure to connect with us at thejourneymindset.com
This is a retired individual's dream! If only all of us as investors could build our portfolios to a point where we could live off the dividends--we would be living the dream. Tune into our show today to see how dividends factor into investing and how they could potentially be a fit in your investment portfolio.
Be sure to connect with us at thejourneymindset.com
How can you best prepare for the final stage of your life? Tune into our show today, to stay on top of some major unexpected expenses that people have to deal with in retirement. Ron is able to give us the perspective not only as a former advisor, but also a currently retired individual. What a combination. Check it out!
Be sure to connect with us at thejourneymindset.com
On our solo show this week we dive into the top two types of Cryptocurrencies, Bitcoin and Ethereum, and how those investments came into play in today's day and age. In order to make any investment, it is crucial we understand the components of what comprises that investment selection. Check it out to learn how each could impact your investment portfolio.
Be sure to connect with us at thejourneymindset.com
On this episode we evaluate a podcast done with Dennis Lynch where he details how they build their investment teams at Counterpoint Global--while also detailing part of their investment selection process. If you are an investor looking to improve upon your investment framework, this is the show for you!
Be sure to connect with us at thejourneymindset.com
What does it take to master the market cycle? This week's show dives into Howard Mark's framework for viewing the market and what he believes really drives the market as a whole. This is the second time we have examined an investor's entire market framework on the show and we believe it gives our listeners another phenomenal opportunity to build upon their confidence and market knowledge as investors.
In this episode we examine the market framework and what drives the market as a whole. This includes understanding…
If you enjoyed this podcast be sure to subscribe, review and connect with us at thejourneymindset.com or visit our company page cornerstone2invest.com.
Sean and Ron take a look at how we as individual investors can make the most of working at our main place of employment. This can be the number one wealth building tool for most investors and a great place to stash our monthly contributions for retirement. Tune into the show today to figure out a handful of 401(k) strategies you can employ, along with key questions you can ask your current employer to try to put yourself in the wisest place possible.
1. Determine if your 401k plan has a match (5:04)
2. What to do if your company does not offer a match (7:16)
3. Find out if your company has a Roth option, and which type is best for you (11:16)
4. Look at the available investment fund selection (15:32)
5. Know what all you can use your 401k for and its benefits (20:49)
If you enjoyed this podcast be sure to subscribe, review and connect with us at thejourneymindset.com or visit our company page cornerstone2invest.com.
If you are an individual or a family that is considering meeting or working with an advisor for the first time, this is the show for you! Sean and Ron look at some common ways that advisors try to navigate the initial meeting with a client. The end goal for this episode is that our listeners are better prepared for that first meeting with an advisor and feel more comfortable and confident about their financial situation.
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Show Notes
In this episode we discuss some of the main topics typically brought up during a first meeting with an investment advisor…
1. Open questions to understand an individual's current life situation (5:20)
2. Investing experience (9:25)
3. What the individual is interested in and expect financially in the next few years (15:44)
4. The main purpose for today's meeting (19:19)
5. How the advisor believes they can help you (23:33)
If you enjoyed this podcast be sure to subscribe, review and connect with us at thejourneymindset.com.
Have you every wondered to yourself if you have enough money to retire? You are not alone! Tune into our episode this week to see how many investors can avoid the downfall of going into retirement with a lot of stress and worry. Sean and Ron debate on what is the best route to take, to give yourself the most confidence heading into that final stage of life!
Be sure to connect with us at thejourneymindset.com
In this episode our listeners can learn how some of the most successful investors of all time employ the concept of "Margin of Safety" into their portfolios. Sean and Ron give their take on how each investor employ's this strategy and how it can be used based off of individual investor's risk tolerance and long term investing goals. Check it out today, to see how this strategy could possibly impact your long term investment performance!
Be sure to connect with us at thejourneymindset.com
Don't overreact to this episode title, but don't under react either! Our topic for this week is trying to take the healthiest view possible of the incredible market growth that we saw in 2020. While not trying to guess the exact timing of the market, we do have the ability to look back at the similarities of the past three major market crashes. Tune in to hear the bubble framework provided by Jeremy Grantham of GMO Asset Management and what we at Cornerstone Financial Consultants have to say about Grantham's comments.
Be sure to connect with us at: thejourneymindset.com
Tune into our show this week to see the new investing trend that has started to take over our market in 2021. As we've seen many investors shift their capital from growth assets to value assets, Sean and Ron discuss the reasons why the market has ended up in the place it has, as well as what we might be able to expect going forward. Check out the show to see if they think this trend will continue, or if we are in for another shift in the near future!
Be sure to connect with us at thejourneymindset.com
