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Social Security Confusion: How To Use It and How To Fix It
  • Podcast
Today, Paul dives into one of the most misunderstood aspects of financial planning: Social Security. Almost no one Paul talks...
Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 2)
  • Podcast
Paul just happened to take the week off at the same time Congress decided to pass one of the largest...
Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 1)
  • Podcast, Video
Paul just happened to take the week off at the same time Congress decided to pass one of the largest...
Try To Avoid These Financial Planning Mistakes
  • Podcast
Today, Evan, Jonathan, and James talk about some of the most common financial missteps that keep people from being able...
One in Four Working Americans Will Need This Insurance Before They Retire
  • Podcast
Evan, Jonathan, and James open with a discussion about the declining rates in disability insurance. It seems that more Americans...
Middle East at the Brink of War and Markets Go Up?
  • Podcast
Paul shares why even if you had a crystal ball and could see future news events before they happened, it...
AI and Financial Firms: Neither Are Looking Out for Your Interests
  • Podcast
Paul shares a study that reveals how AI is actually causing people to turn off important critical thinking skills. What...
The Big Beautiful Bill Is Now Law. How Are You Affected? (Part 2)
  • Podcast
With Paul out of town for the weekend, Evan, Jonathan, and James jump into the biggest piece of financial planning...
The Big Beautiful Bill Is Now Law. How Are You Affected? (Part 1)
  • Podcast
With Paul out of town for the weekend, Evan, Jonathan, and James jump into the biggest piece of financial planning...
ETFs Are Becoming the New Market Timing Tool
  • Podcast
Paul shares the number one factor that leads to an underperforming retirement account: investor behavior. Listen along as Paul shares...
The Unused Asset of Young Investors
  • Podcast
Today, Paul talks about the one asset young people have that they don’t fully use to their advantage: time. Investing...
What’s in the Big Beautiful Bill?
  • Podcast
For a few months, Congress has been working to pass the flagship legislation of Trump’s second presidency, but what is...

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