Can Your Portfolio Survive a Downturn in 2024?
April 30, 2024
Can your portfolio survive a downturn in 2024? Today, Paul tackles this question with
Registered Index-linked Annuities (RILA): An Annuity with Market-timing Options
April 29, 2024
Evan brings in annuities products where you participate in both the upside and downside
This Skill Can Change Your Whole Perspective on Investing
April 26, 2024
If you’re happy with the income you’re making and you see your portfolio going
A Sneaky Annuity Sales Pitch and a Chat About Roth Conversions
April 25, 2024
Today, Paul, Evan, and Ira talk about how frustrating it is that the average
Social Security Education Without the Sales Pitch
April 24, 2024
Today, Paul talks about his most recent webinar on Social Security and why it’s
Banks Are Still Not a Reliable Place for Large Deposits
April 23, 2024
Paul brings an article from WSJ called “Will Banks Finally Have to Pay You
Market Update: April 2024
April 22, 2024
Today, Paul and Ira cover give a market up in light of the wars
This Tax Benefit Trips Up Real Estate Owners
April 19, 2024
Today Paul and Ira talk briefly about how 1031 exchanges are a tax benefit
How Are Counseling and Financial Planning Connected? An Interview with Dr. John Kennedy (Part 2)
April 18, 2024
In a two-part episode, Paul interviews Dr. John Kennedy from Trevecca University. Dr. Kennedy
How Are Counseling and Financial Planning Connected? An Interview with Dr. John Kennedy (Part 1)
April 17, 2024
In a two-part episode, Paul interviews Dr. John Kennedy from Trevecca University. Dr. Kennedy