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Month: November 2020

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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

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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

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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

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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

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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

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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

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The Investor Coaching Show Cover

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

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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

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