Roth or Traditional Investments: Which is Better?
September 18, 2023
Paul has seen a lot of the publications written for advisors talking about whether
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A Two-Year CD Is Not a Wise Investing Move Right Now
September 15, 2023
A listener emails the show and wants some advice, saying, “I’m watching my portfolio
American Workers Are Bad at Saving and Investing
September 14, 2023
A survey finds that out of 100 people with 401(k)s, only 60 people choose
Managing Your Finances 101: How to Make a Plan and Follow Through (Part 2)
September 13, 2023
It’s easy to get overwhelmed about your expenses and your income and start to
Managing Your Finances 101: How to Make a Plan and Follow Through (Part 1)
September 12, 2023
It’s easy to get overwhelmed about your expenses and your income and start to
Paul Loves Getting to Do This at His Job
September 11, 2023
Paul spends a lot of time warning people about the realities of the investment
Sitting On Cash Is an Unsettling Trend That Is Hurting Some Investors
September 8, 2023
Interest rate hikes have had a negative effect on the outlook of stocks
Understanding the Motives of Financial Publications Saves You From Financial Heartache
September 7, 2023
Paul and Ira have seen many investors get burned by companies selling them specific
Financial Wisdom: Making Great Financial Decisions in Your 50s (Part 2)
September 6, 2023
It’s common for Paul to see people coming into the office, in their early-
Financial Wisdom: Making Great Financial Decisions in Your 50s (Part 1)
September 5, 2023
It’s common for Paul to see people coming into the office, in their early-
What Is an Estate Plan, and Is it Only for the Wealthy?
September 4, 2023
Estate planning can seem like a process that is only for those who are
Tax Laws Are Changing in 2023 and So Are Financial Plans
September 1, 2023
Today, Paul and Ira talk about how recent tax law changes around estates, inherited