How to Build a Retirement Portfolio in Four Steps
April 30, 2021
Retirement is approaching. How do you structure your portfolio to set up for a successful retirement? What accounts do you use? What types of investments?
April 2021
Bitcoin’s Rough Week
April 30, 2021
In just a few short hours, Bitcoin investors lost $22 billion this week. Paul and his team talk about the bad trading practices happening around
Retirement Pitfalls
April 29, 2021
While following your roadmap to retirement, there are some common obstacles that can keep you from reaching your destination. Over the next few episodes, Paul
These Are Going to Hurt Your Retirement Plan
April 28, 2021
 While following your roadmap to retirement, there are some common obstacles that can keep you from reaching your destination. Over the next few episodes,
Biden’s Capital Gains Tax Proposal: How It Affects Investors
April 27, 2021
Take a look at President Biden’s tax proposal, which includes almost doubled capital gains tax for some Americans. Paul and the team help explain how
Don’t Be Caught Flying Blind with Your Investments
April 26, 2021
The investment industry provides so many ways to rate and measure investments. If you’re using these to choose which investments are right for you, you’re
Home Improvements
April 23, 2021
Businesses do some remarkable things as the world changes around them. Today, Paul and Anne talk about robot lawn mowers, rising lumber costs, and how
Handling Property in Your Estate Plan
April 22, 2021
Today Paul answers a listener question who asks: My father is 81 years old and wants me to inherit some property he owns. How do