What Happens When You Overcommit to Low-Fees
December 31, 2024
Paul talks about what happens when someone overcommits to one factor of investment returns
Let’s Look at the Different Types of Things We Can Invest In
December 30, 2024
Today, Paul walks through different kinds of investments and how you understand the risks
Are Expenses Making Your Portfolio Fat and Sluggish? That’s What the Industry Wants You To Think
December 27, 2024
Cost is a factor that impacts the performance of your investments. However, it is
The Most Common Questions About Taking an Income
December 26, 2024
Today, Paul wants to educate investors about the most common topic he’s working with
End of Year Financial Planning: Tips and Traps
December 23, 2024
Today, Paul and Evan talk about a lot of work that goes on around
Country’s Economic Outlook Heavily Influenced by Politics
December 20, 2024
The University of Michigan released the consumer sentiment survey this year with some new
Are Your IRA Beneficiaries Up to Date?
December 19, 2024
Someone asks Paul and Evan a question about IRA beneficiaries and spousal transfers. Can
Paying for Planning vs. Paying for Products: How To Navigate a Sales Industry
December 18, 2024
The harsh reality is that the investing industry is a sales-driven industry. Today, Paul
Medicare Advantage Plans: Are They Worth It?
December 17, 2024
Today, Paul talks about Medicare and Medicare Advantage plans. Listen along to hear why
Billions of Dollars Flow Into a Flashy Factor-Based Product
December 16, 2024
This week, Paul did some continuing education as a financial planner and bumped into
High on Bitcoin? Trump Seems To Care More About the Dollar Than Crypto
December 13, 2024
Today, Paul shares a few different segments that highlight a few things about Bitcoin’s
Sports Gambling vs. Stock-Picking: A Double Standard Hurting American Retirements
December 12, 2024
Today, Paul talks about a double standard some Americans have with gambling. The reality