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Ira Went to An Annuity Sales Dinner—So You Don’t Have To
Have you ever been offered a free dinner to hear a presentation about investing? …
Ready to Feel Like an Experienced Investor?
Do you ever feel like winning at investing is owning popular assets, knowing the …
Is the American Dream Dead?
The world is full of negativity, which can wear you down and distract you …
Large Tech Companies Are Bracing for a Shake Up
 Paul, Evan, and Ira talk about the Federal Trade Commission (FTC) suing Microsoft …
Shared Assets Create Happier Marriages
Earlier this month, Paul talked about how married couples accumulate more wealth than unmarried …
You Need More Than a Fiduciary
 https://youtu.be/AuHFY1Q2aV4 Have you seen an advisor or an advisory firm that is working …
Is Investing in Successful Funds and Companies a Trap?
Paul talks about how the investment industry loves to sell investments with recently successful …
False Fraud Claims Hurt the Credit Score System
Paul brings a WSJ article that shares how a change to flag fraudulent accounts …
Good News: Aging Can Bring Less Stress
Worried about the future? Paul shares a Market Watch article called, “Why Many Older …
A Misconception About Choosing Fund Managers
What has the biggest impact on your investments returns? Today, Paul covers a common …
Real Estate Lending and Market Cycles
Paul brings on to the show Anne to talk about real estate and her …
The Investment Industry Thinks You Can’t Be Trusted
Paul talks about why the investment industry leads investors away from sound investing strategies …