Understand the Market’s Value
September 10, 2021
A listener asks Paul what he thinks about the market’s high PE ratio. Is the market due for a drop? Paul describes the difference between
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Why a Retirement Plan Is More Important Today Than in the Past
September 9, 2021
Why are railroad tracks exactly 4 feet 8 1/2 inches apart? What does that have to do with retirement planning? Paul and his team talk
Social Security: Fix or Folly?
September 8, 2021
Politicians are trying to fix Social Security by raising income taxes on the wealthy. Today, Paul talks about why that alone is not enough to
Wealthy People Make These Mistakes
September 7, 2021
Wealthy people aren’t immune to making mistakes with money. Paul covers an article about common mistakes wealthy people make with money, what you can learn
Inheritance Questions: 5-Year Rule and Inheriting From Parents
September 6, 2021
Today, Paul answers two questions that came up from his inheritance workshop. Listen along as Paul talks about giving money to your kids and the
The Problem With Choosing an Investment Manager on Past Performance
September 3, 2021
Paul often talks with frustrated investors who don’t understand why their investments are not performing after choosing an investment manager with a past performance of
Are ESG Funds in Trouble?
September 2, 2021
Paul talks about a WSJ article called “The Regulators Are Coming After Sustainable Investments.” How does a mutual fund get listed as ethical? What types
Don’t Mess Up the Income Phase of Your Life
September 1, 2021
The first phase of life is when you need to make more than you spend. Today, Paul explains why trying to keep up with everyone
Should I Take the Pension or Lump-Sum Payout?
August 31, 2021
After spending most of their lives accumulating wealth, investors become afraid they will lose it. Countless investment products claim to offer investors guaranteed income in
Tax-Efficient Retirement Withdrawal Strategies
August 30, 2021
Five principles for tax-efficient withdrawals, three withdrawal strategies, and four factors to help you choose the best strategy. Get a personalized financial plan by scheduling a
Health and Life Insurance and the COVID Vaccine
August 30, 2021
Insurance companies are looking hard at data to make the best decisions for their businesses. Today, Paul and Jim discuss an article talking about whether
Things May Be Returning to Normal
August 27, 2021
Paul and Jim talk about an article in the Wall Street Journal: “These People Who Work From Home Have a Secret: They Have Two Jobs.”