Paul Asks AI: “Why Can’t People Stand Working With Financial Advisors?”
September 30, 2024
Paul asks AI: “Why can’t people stand working with financial advisors?” Much to Paul’s
Did You Take Econ or a Personal Finance Class in High School or College?
September 27, 2024
Finally, a state has required high school students to take a class on personal
What Do I Do With My 401(k) During a Job Change?
September 26, 2024
A listener wants to know what they need to do with their 401(k) plan
The FED Drops Interest Rates by 0.5% | Annuities and the Rise of Healthcare Costs
September 25, 2024
By now, almost everyone has heard that the FED dropped interest rates last week,
Overcoming the Fear That Keeps People From Investing in the Market
September 23, 2024
Paul starts by sharing his excitement about a big client appreciation dinner coming up
The Moment Paul Realized He Wasn’t Following the Industry (Part 2)
September 20, 2024
Paul talks about his transition from trying to learn about investment products and starting
The Moment Paul Realized He Wasn’t Following the Industry
September 19, 2024
Today, Paul tells a story about his younger self, who heard a pitch about
Your Work Retirement Plan Isn’t Enough. You Need To Know Why.
September 18, 2024
Most people have been told that work retirement plans are not enough to meet
The Bucket Strategy: A Flawed Approach to Taking an Income in Retirement
September 16, 2024
Today, Paul walks through a very popular strategy for investing and taking an income
Research Shows Why Investors Fail and What You Can Do About It
September 13, 2024
Today, Paul talks about the importance of being an educated investor. He talks about
A Crash Course on Taxes and Harris’ Capital Gains Tax Proposal (Part 2)
September 12, 2024
Today, Paul gives a quick crash course on a topic that is getting more
A Crash Course on Taxes and Harris’ Capital Gains Tax Proposal (Part 1)
September 11, 2024
Today, Paul gives a quick crash course on a topic that is getting more