Investor Regrets and Qualified Domestic Relations Orders
January 31, 2020
Paul and Evan Barnard cover a variety of topics including common regrets of retirees,
Investing Mistakes
January 30, 2020
Successful people learn from the mistakes of others, yet the investment world
Coaching vs. Planning
January 30, 2020
What’s the difference between coaching and planning? Listeners to my radio
Business Owner Central
January 30, 2020
Can your business fund your retirement? Do you want to know what your
Special Needs Financial Planning
January 29, 2020
Chad Henson makes his first radio appearance to discuss his specialty of special needs
Take the Investor Quiz
January 28, 2020
Here are the must answer questions that every investor should know in order to relax about
How the New Tax Laws (January 2020) Might Affect Your Financial Plan
January 28, 2020
The year 2020 brings in a new decade and it also brings new tax
Twelve Investing Sins to Avoid
January 27, 2020
Paul and Jim cover an article from Humbledollar about 12 investing mistakes to avoid.
Women and Money—Spousal Inheritance (2 of 2)
January 24, 2020
As a continuation of spousal inheritance, Paul, Arlene, and Anne cover assisted living, how
Women and Money—Spousal Inheritance (1 of 2)
January 23, 2020
According to the U.S. Census Bureau, wives generally outlive their husbands 80% of the
Considerations for ETFs
January 21, 2020
ETFs are one of the hottest trends in investing right now, and many