What Your First Meeting with an Advisor Should Look Like (Part 2)
March 31, 2023
This week Paul overhears a conversation between a financial advisor and an investor where
What Your First Meeting with an Advisor Should Look Like (Part 1)
March 30, 2023
This week Paul overhears a conversation between a financial advisor and an investor where
The Temptation to Market Time Because of High Interest Rates
March 29, 2023
As interest rates go up, the investment industry and individual investors rush to figure
Is the Federal Government Encouraging Risky Behavior from Banks?
March 28, 2023
The conversation around FDIC insurance and bank regulation has not cooled off since the
Do Fund Companies Handle Your Money Safely?
March 27, 2023
Do you know that when you invest with fund companies, there are built in
Indexing Is Not a One-Size-Fits-All Strategy
March 24, 2023
There are more than 6 trillion dollars attached to either the S&P 500 or
A Retirement Boom Is Coming: Know the Four Phases of Retirement
March 23, 2023
https://youtu.be/tKgPR63SgFI Over 10,000 baby boomers will retire everyday over the next 10-15 years. With
Annuities: A Mistake for Investors and a Conflict of Interest for Advisors
March 22, 2023
The fight against misinformation about annuities continues this week after an investor opens up
The Illusion of Risk-Free Investments: Lessons from Silicon Valley Bank
March 21, 2023
Today, Paul talks about why an academic approach to investing may sound boring, but
How Quickly Real Estate Markets Can Cool Off
March 20, 2023
People often believe that real estate is a stable investment and forget just how
Starting, Growing, and Succeeding as a Small Business with Dean Diehl (Part 2)
March 17, 2023
Usually The Investor Coaching Show covers topics about investing and planning for a time
SVB Crashes: A Lesson in Diversification
March 15, 2023
Listen to Paul cover the Silicon Valley Bank crash the day after the Federal