IRS Warns Against Using a New Complex Trust Rule to Avoid Taxes
October 23, 2023
The IRS came out with a new and complex rule around removing money tax-free
Can You Invest $100 per Month and Retire Wealthy?
October 20, 2023
There are all kinds of claims floating around the internet that say things like,
“Advanced” Investment Strategies Usually Have a Hidden Flaw
October 19, 2023
What happens when you mix the passive income of a REIT, the tax credits
Are Business Profits Coming Back After Inflation?
October 18, 2023
Today, Paul gives an economic update and talks about how inflation causes businesses to
The Problem With Investing in Funds That Align With Your Values
October 17, 2023
This week Paul gets an email from an investor about a fund that claims
Major Fund Provider Wants You to Know You Probably Can’t Retire
October 16, 2023
Paul found an article from Vanguard talking about the seven places you’ll likely need
What Factors Actually Drive Returns? A Quick Lesson About Factor-Based Investing
October 12, 2023
Today, Paul uses an article from the WSJ called “Factor ETFs Fail to Deliver
How to Serve Others in a World Obsessed With Competition
October 11, 2023
Paul read a book called “You’re Not Your Own” while on vacation last week
What Might War in the Middle East Mean for Markets?
October 10, 2023
Paul hears on Saturday hours before the show starts of the unprecedented attack on
Almost Half of Investors Make Up Their Retirement Goal
October 9, 2023
Today, Anne brings a study that shows 40% of 401(k) participants just make up
How to Know if an Investment Company Is Investing Wisely (Part 2)
October 6, 2023
Paul has watched many investors learn the hard way about which investments to choose
How to Know if an Investment Company Is Investing Wisely (Part 1)
October 5, 2023
Paul has watched many investors learn the hard way about which investments to choose