Paul brings on to the show Anne to talk about real estate and her experience as a real estate attorney and her work around lending specifically. If you own real estate or plan to purchase it, Paul and Anne get into the difference between being a small personal borrower and large corporate borrower and what investors who are buying and owning property should consider in order to avoid financial traps. Later, Paul and Anne talk about real estate market cycles and compare them to stock market cycles to help educate investors on the differences.

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Paul talks about why the investment industry leads investors away from sound investing strategies and toward flimsy products and trends. The reason is not primarily greed, but a lack of trust that investors will stick with it when times get hard. Paul shares why education is the answer and not chasing flashy products or returns. Later in the episode, Paul bemoans the fact that everyone seems to know that crypto is a bad idea now that it hasn’t done well.

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Paul circles back to a video he made five years ago explaining the technology around cryptocurrencies, why they were gaining popularity, how their value is determined, and whether they are even investments at all. Paul explains how he knew this product was going to hurt investors, and he teaches you what to watch out for moving forward. Later in the episode, a former executive of an investment management firm says (ESG) is broken.

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Ever wonder what other investors are asking their advisors? Today, Arlene brings some strategies and products that have shown up recently in her office. Listen along as Paul and Arlene find out whether they see eye to eye on these investment topics.

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The 2022 Midterm Elections left some voters discouraged after the anticipated red wave failed to materialize. Paul and Arlene talk about why the stock market has never proven to thrive under any particular political party and how confident investors continue to succeed regardless of who is in Washington.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

The 2022 Midterm Elections left some voters discouraged after the anticipated red wave failed to materialize. Paul and Arlene talk about why the stock market has never proven to thrive under any particular political party and how confident investors continue to succeed regardless of who is in Washington.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.