Arbitrating with Your Financial Advisor or Firm
September 25, 2020
When you sign an agreement with your financial advisor or firm, you’re signing an arbitration agreement. How can you protect yourself when you suspect that
Month: September 2020
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How Do You Make Financial Planning Projections?
September 24, 2020
When someone is truly helping you make a financial plan, they are doing more than just spitting out a bunch of numbers and saying, “Here’s
Is Everything Getting Better or Worse?
September 23, 2020
On today’s episode, Paul and his team talk through a book called 10 Global Trends Every Smart Person Should Know. They learn that most key
What Is True Financial Planning?
September 23, 2020
When someone is truly helping you make a financial plan, they are doing more than just spitting out a bunch of numbers and saying, “Here’s
What Snowflake Can Teach Us About IPOs
September 22, 2020
Just last week, Snowflake Inc. turned heads after it’s Initial Public Offering more than doubled on it’s first day. Paul invites Jim Wood on the
A Lesson from Tesla Being Left Out
September 21, 2020
Tesla was left out of the S&P 500. Paul and his team take this opportunity to talk about what this means for their investors and
The Habits That Create Financial Confidence
September 21, 2020
What is the difference between people who are able to relax about money in retirement and those who can’t? In today’s episode, Paul and his
President Trump’s Social Security Proposal
September 21, 2020
President Trump has proposed a dramatic change in how social security is financed. This would involve funding social security with income taxes instead of payroll