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July 2024

The Bitcoin 2024 Conference Comes to Nashville

July 31, 2024

Today, Paul talks about the Bitcoin 2024 conference, an event that recently came to

Annuity Claims to Offer a 20% Premium Bonus as a Sales Pitch

July 29, 2024

Dan has a client bring in a product offer that claims to have a

What Is Tax Lien Investing?

July 26, 2024

Nik mentions an ad that has been popping up all week on the YouTube

Final Guidelines from IRS on Secure Act 2.0 Inherited IRA Rules

July 25, 2024

Since the Secure Act 2.0, inherited IRAs must be emptied within 10 years of

Paul and Evan React to Trump Rally Shooting, Then Discuss Gold vs. Stocks

July 25, 2024

Paul and Evan reconnect after the third hour of the show didn’t air live

Do Not Get Estate Planning Advice from Famous People

July 23, 2024

Today, Evan finds some with a large online following encouraging everyone to have a

“I Have No Idea If I’m Saving Enough”

July 22, 2024

Today, Paul brings an article that highlights a young woman who can’t relax about

The President Is Facing a Common Dilemma Around Employment and Retirement

July 19, 2024

For the last month, the national conversation around the president has focused on whether

Good Advice for Those Getting Started (Part 2)

July 18, 2024

This week Paul met with the 20-year-old son of a longtime friend after the

Good Advice for Those Getting Started (Part 1)

July 17, 2024

This week Paul met with the 20-year-old son of a longtime friend after the

Vanguard Has a New CEO and They’re Having Some Trouble

July 16, 2024

Vanguard has grown to be the leader in the investment management world and touts

A Different Model for Taking Money in Retirement

July 15, 2024

Many people enter retirement with a fear of overspending, running down their portfolio, and

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