Twelve Investing Sins to Avoid
January 27, 2020
Paul and Jim cover an article from Humbledollar about 12 investing mistakes to avoid. This is hour 1/2 recorded on January 18, 2020.
January 2020
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 technology can allow elderly to retain more independence, and whether or
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 time. Many women find themselves unprepared to manage the finances after
Considerations for ETFs
January 21, 2020
ETFs are one of the hottest trends in investing right now, and many people are using them to replace mutual funds. Should you jump
A 2019 market recap—how not to be misled in 2020
January 21, 2020
Overall 2019 was a good year for returns in the stock market, but if you look at these returns without context, they can be very
Liability and the Fund Companies
January 17, 2020
Paul and Ira have a conversation about retirement planning. They cover 2020 contribution amounts for 401(k), SIMPLE, HSA, and other accounts. Find out if annuities
To Rent or to Buy?
January 16, 2020
Is it better to buy or rent a home, car, boat, or motorcycle than to buy it? Are precious metals good investments? What are the