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June 2023

Spotting the Sales Pitch: How the Industry Sells and How to Avoid the Trap

June 30, 2023

An investor reaches out to Paul because someone is trying to sell her a

Here’s How to Increase Your Wealth Without Making More Money

June 29, 2023

Did you know most people think about wealth in terms of quality of life

If You Bet the Market Would Be Down the First Half of 2023, You’ve Lost Big Time

June 28, 2023

Today, Paul brings an article called “Stock-Market Rally Cost Bears $120 Billion Dollars” that

Buyer Beware: Always Read an Investment Firm’s Disclosures

June 27, 2023

Today, Paul talks about why he doesn’t believe investing with a CFP is enough

Remembering the Basics Amid the AI Market Craze

June 26, 2023

Technological advancements are usually exciting, but the change can cause stress and uncertainty when

Financial Advice From Fathers – How to Give It and How to Receive It

June 23, 2023

Today, Paul and Evan reflect on Father’s Day by sharing the financial advice they

ChatGPT vs. An Educated Investor – Why Human Behavior Trumps Technology

June 22, 2023

 Technology has always been used by some investors as a way to achieve

Advice for Aging Investors: Asking for Help and Building a Team You Can Trust (Part 2)

June 21, 2023

There is a unique set of challenges investors face as they enter their golden

Advice for Aging Investors: Asking for Help and Building a Team You Can Trust (Part 1)

June 20, 2023

There is a unique set of challenges investors face as they enter their golden

Understanding Your Work Retirement Plan

June 19, 2023

Discussing Our Digital Soul with Jenny Black, Licensed Marriage and Family Therapist (Part 2)

June 19, 2023

Today, Paul is excited to welcome Jenny Black to The Investor Coaching Show to

Discussing Our Digital Soul with Jenny Black, Licensed Marriage and Family Therapist (Part 1)

June 16, 2023

Today, Paul is excited to welcome Jenny Black to The Investor Coaching Show to

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