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2019

Clarify Your Vision for 2020

December 27, 2019

I think about goals like driving down a road. I have milestones I want

How Expectations Affect Our Investment Success

December 17, 2019

Our expectations shape our actions as humans, and investing is no different. The problem

News and the Stock Market

December 17, 2019

Investors often freak out when they see negative news on TV, wondering what it

The Government And Diversification

December 11, 2019
The Investor Coaching Show Cover

How People Make Financial Decisions

December 11, 2019

Paul begins the hour talking about “robo-portfolios.” Most of the hour is about how people make financial decisions and how money does not lead to happiness

The Government and Diversification

December 10, 2019

The DOW has been hitting record highs lately. Why? Because of the recent tax reductions and regulatory changes that have largely benefited these big companies.

Are Academic Studies Always Good?

December 10, 2019

Lately, I’ve been pouring through some of the latest academic studies, and just shaking my head. Now, if you know me, you know that I am all about academic research, but academic doesn’t necessarily mean good.

The Investor Coaching Show Cover

Psychological Reasons for Spending and Saving

December 9, 2019

Paul discusses a study about millionaire characteristics and the psychological reasons for spending. This transitions to the amount to save for retirement and why compounding interest is effective for early saving

The Investor Coaching Show Cover

Market Effects of Regulation

December 6, 2019

The hour starts with a survey about how 1/3 of millennials approve of communism and why they might grow out of it. Paul switches Roth IRA conversions and tax rates.

Purpose of Annuities

December 4, 2019
The Investor Coaching Show Cover

Current Political Climate and Investing

December 4, 2019

Paul begins the hour talking about how most investors follow the crowd and why that causes problems. The lack of diversity in total stock market funds is covered.

The Investor Coaching Show Cover

Are Bond Ratings Driven by Politics?

December 2, 2019

Paul discusses a study about how those who rate bonds can have political motives. Then he covers research about annuities in qualified retirement plans.

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