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March 2023

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

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