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October 2020

The 5% Rule? (Is 5% the new 4%?)

October 30, 2020

The end goal of investing is to enjoy the wealth you’ve accumulated. But knowing

The Day Trading Pandemic

October 29, 2020

COVID is bringing out some pretty strange things in seasoned investors. Today, Paul and

Pre-election radio show preview (10/28/2020)

October 28, 2020

Transcript: 0 (0s): I was going through some topics that might be good for

Getting Paid to Wait

October 28, 2020

111 days. That is the average time it takes for the market to correct

Top 3 Regrets Millionaires Have with Investing

October 27, 2020

Everyone has regrets. Some are more costly than others. In today’s episode, Paul and

Announcement: Your Guide to Medicare – A Webinar

October 27, 2020

It’s time to enroll for Medicare and Paul wants to help put your mind

A Powerful Diversification Strategy

October 26, 2020

Have you heard of convertible bonds? In today’s episode, Paul and his team look

The First Investment You Ever Make

October 26, 2020

Everyone goes through a crucial period in their life before taking a job—the learning

Learn from the Mistakes of Others

October 22, 2020

This week a client came back after leaving a few years ago to invest

How Investment Companies Do Away with Their Bad Performers

October 21, 2020

There is a trick the financial industry uses to make you think a company

The Investor Coaching Show Cover

Do You Really Know What a Mutual Fund Is?

October 20, 2020

Whether no one has ever explained it to you or it’s been a while

Can You Trust Your Family with Money Matters?

October 17, 2020

Have you ever thought about putting your child or parent’s name on the deed

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