NFTs: You’re Not Going to Miss Out
March 31, 2022
New technology, such as NFTs and blockchain, may revolutionize the way businesses operate in the future, but that doesn’t make them good investments. Today, Paul
March 2022
The Personal Nature of Inheritances
March 30, 2022
Paul fields a question from a listener about unmet expectations from a family member regarding an inheritance and shares why bringing an estate lawyer into
Winners and Losers Two Years After COVID Market Meltdown
March 29, 2022
Paul marks the two-year anniversary of the bottom of the 2020 COVID market meltdown. Paul remembers the horrible losses investors had and how they got
Ask for Help When Taking RMDs for Inherited IRAs
March 28, 2022
Even more rule changes are being considered for how to take the required minimum distributions (RMDs) on an inherited IRA. Paul and his team cover
A New Generation Free From Communism
March 24, 2022
Today, Paul and his team talk about the news outlets they use to get information about the war between Russia and Ukraine. Paul shares a
Investors Struggle While the Industry Booms (Part 2)
March 23, 2022
Paul continues his discussion of the article “Where Are the Retirees’ Yachts?” Today, Paul explains how inflation and company value typically behave. The investment industry
Investors Struggle While the Industry Booms (Part 1)
March 22, 2022
Paul discusses an article in Financial Advisor Magazine titled “Where Are the Retirees’ Yachts?” He pulls back the curtain to help investors see why the
New Retirement Planning Insights
March 21, 2022
Paul shares some insights about how people are living in retirement to help you make the right plan. Listen along to hear how things like