Chapter 8: Taxable Accounts
November 30, 2020
In a previous chapter, we spent time on the concept of tax-advantaged investing. The idea with tax-advantaged investing is that there are special investment accounts
November 2020
Read More »
Why Retire in Tennessee?
November 26, 2020
We hope you had a safe and wonderful Thanksgiving this year! In a short episode today, Paul spends some time talking about why Tennessee is
Protect Yourself and Read the ADV
November 25, 2020
It’s easy to think, All financial advisors are the same, but when you’re looking for a new advisor, there is a document you need to
Understanding Indexed Universal Life (IUL) Insurance
November 24, 2020
There are a lot of different financial products out there. It’s important to understand exactly what they are, because when someone tries to sell you
A Case Where You Would Want to Keep Your Annuity
November 23, 2020
When you’re saving for your retirement years, you want to do the things that help you build wealth wisely and effectively. The reality is that
A Case Where You Would Want to Keep Your Annuity
November 23, 2020
When you’re saving for your retirement years, you want to do the things that help you build wealth wisely and effectively. The reality is that
How to Navigate Life Insurance Products
November 20, 2020
It’s easy to pick on life insurance products because the industry is usually more concerned about selling products than anything else, but there are times
Are There Lots of Ways to Win at Investing?
November 20, 2020
Someone told Paul this week, “There are lots of ways to do things.” In today’s episode, Paul and his team discuss if this concept is