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March 2022

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

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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

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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

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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

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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

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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

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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

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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

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