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November 2019

The Investor Coaching Show Cover

How to Help Someone Retire Well

November 29, 2019

The hour starts with the effectiveness of CAPE P/E as a market predictor and then China’s issues with centralized control. Paul then discusses keys to successful retirement planning and Social Security for the last half of the hour.

An “Aha!” Moment About Diversification

November 27, 2019
The Investor Coaching Show Cover

Personality and Wealth

November 27, 2019

Paul begins the hour discussing the personality traits linked to financial success and failure. He talks about who people tend to trust and the biases we have.

The Investor Coaching Show Cover

Issues with Socially Responsible Investing

November 25, 2019

The hour begins with how socially-responsible investing is well-intentioned but misguided. Paul also discusses 401(k) mistakes and the lack of available diversification offered by many plans.

An “Aha!” Moment About Diversification

November 23, 2019

Throughout my thirty years in the investment business, I’ve witnessed investors going through the same experiences year after year.

Is a Roth Conversion Right for You?

November 23, 2019

A Roth conversion can potentially save you thousands of dollars in taxes, but it’s not right for everyone. In this blog, I cover the basics of Roth conversions and how they can be used in financial planning,

The Investor Coaching Show Cover

Can Mutual Fund Companies Be Too Large?

November 22, 2019

Paul talks about Solomon’s diversification advice and how presidential candidates are looking into how large mutual fund companies might harm competition among corporations.

The Investor Coaching Show Cover

Google Search Affecting Markets

November 20, 2019

Paul discusses how Google search results favor articles that are biased toward large-growth companies. He also talks about the ethics of robotic portfolios and how they relate to fiduciaries.

Understanding the Upside of Risk as an Investor

November 19, 2019

Most investors fear risk. That’s why so-called “safe” investments are so popular. When stock

The Investor Coaching Show Cover

Fear, Greed, and Investing

November 18, 2019

Why do these two extremes drive us so much? How do they lead to

The Investor Coaching Show Cover

Investment Adviser Mistakes

November 8, 2019

Paul digs into some of the most common—and potentially harmful—mistakes investment advisers make, and

The Investor Coaching Show Cover

Social Security Case Study

November 7, 2019

Paul walks through the financial situation of a friend of his, and how social security planning benefitted him. Hour 3 of 3 recorded on 10/26/2019. 

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