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Registered Index-linked Annuities (RILA): An Annuity with Market-timing Options
Evan brings in annuities products where you participate in both the upside and downside
This Skill Can Change Your Whole Perspective on Investing
If you’re happy with the income you’re making and you see your portfolio going
A Sneaky Annuity Sales Pitch and a Chat About Roth Conversions
Today, Paul, Evan, and Ira talk about how frustrating it is that the average
Social Security Education Without the Sales Pitch
Today, Paul talks about his most recent webinar on Social Security and why it’s
Banks Are Still Not a Reliable Place for Large Deposits
Paul brings an article from WSJ called “Will Banks Finally Have to Pay You
Can your portfolio survive a downturn in 2024?
Market Update: April 2024
Today, Paul and Ira cover give a market up in light of the wars
This Tax Benefit Trips Up Real Estate Owners
Today Paul and Ira talk briefly about how 1031 exchanges are a tax benefit
How Are Counseling and Financial Planning Connected? An Interview with Dr. John Kennedy (Part 2)
In a two-part episode, Paul interviews Dr. John Kennedy from Trevecca University. Dr. Kennedy
How Are Counseling and Financial Planning Connected? An Interview with Dr. John Kennedy (Part 1)
In a two-part episode, Paul interviews Dr. John Kennedy from Trevecca University. Dr. Kennedy
Great Questions from a Younger Generation (Part 2)
Paul gets many chances to answer questions from people who are later in their