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August 2023

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

Inflation’s Effect on Market Returns

August 22, 2023

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

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