Don’t Mess Up Your Social Security; It Isn’t Going Anywhere
August 30, 2023
Today, Paul shares an article that discusses the two biggest misconceptions about Social Security.
The Risk of Long-Term Bonds in Your Portfolio
August 29, 2023
If bonds with longer maturities reward you with higher interest rates, why would you
People Think They Have Long-Term Care Insurance … But They Don’t
August 28, 2023
A recent nationwide survey shows that 18% of participants said they had long-term care
An Employer Gets Sued Over ESG Investing in a 401(k)
August 25, 2023
Today, Paul discusses an article about a recent lawsuit against an employer who mismanaged
What You Should Know in 2023 About Your IRAs and Taxes
August 24, 2023
The rules around RMDs and inheriting IRAs have changed in recent years, resulting in
College Is Coming — Here’s How to Start Saving for It
August 23, 2023
Today, Paul invites Michael on the show to help explain the options families have
You Have 10 Years to Empty an Inherited IRA. You Need a Plan.
August 22, 2023
In recent years, we’ve seen numerous changes in tax laws. These laws have dramatically
Caring for the Investor, Not Selling Products for a Broker-Dealer
August 21, 2023
Today, Paul and Jim talk about how they got into the financial planning industry
Protecting and Maintaining a Special Needs Trust
August 18, 2023
Paul invites PWI advisor and Chartered Special Needs Consultant® (ChSNC®) Chad Henson to the
Making a Plan for Children Who Struggle With Independence With Chad Henson
August 17, 2023
Today, Paul invites PWI advisor and Chartered Special Needs Consultant® (ChSNC®) Chad Henson to
LPL’s Strategic Management Program: How to Tell When a Company Is Gambling With Investors’ Money (Part 2 of 2)
August 16, 2023
Capturing market returns is one of the biggest factors of investing success, and it