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Latest episodes

An Educated Investor Knows Who They Are

  • May 24, 2022


Paul is encouraged by the recent addition of a psychology program as a part of Certified Financial Planning (CFP) education. Paul shares how concepts like attachment theory can explain why investors have anxiety and get lower-than-market returns. Listen along to hear why an educated investor knows who they are and how an educated advisor can help them get there. Later in the show, Paul shares a few questions educated investors need to be able to answer.

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

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Good Advice or Financial BS?

  • May 23, 2022


Today, Paul shares an article from the Journal of Behavioral and Experimental Finance about some people being susceptible to “financial BS.” Paul talks about how complicated the messaging around investments is and how some people are more susceptible to believing sources because they use complex terms or concepts while others can tell when someone is using language just to be confusing or deceiving.

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

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Understanding Options Contracts

  • May 20, 2022


A recent study confirms that one of the riskiest behaviors small investors dabbled in during the pandemic was options contracts. Today, Paul gives a simple illustration of an options contract for people who are unfamiliar with how they work. Paul and Anne talk about how options contracts work during a more volatile market and what happened to investors who tried to take matters into their own hands to magnify their gains. Later in the show, Paul discusses a statistic that 79% of investors think they will be able to retire. Are they right?

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

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Top NBA Player With Humble Origins

  • May 19, 2022


The NBA playoffs are going on, and Giannis Antetokounmpo has been one of the league’s stars, leading the Bucks to a championship last year. However, he was raised in Greece in extreme poverty and has funded accounts at 50 different banks to the FDIC limit. Today, Paul and Anne talk about the unique struggles that come from this kind of upbringing coupled with a career path that, at best, lasts until age 40. Listen along as Paul talks about addressing your purpose for money and financial fears.

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

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FINRA Considers Competency Test for Complex Investments

  • May 18, 2022

Paul and Jim talk about the proposed changes of the Financial Industry Regulatory Authority (FINRA) to complex investment products. In a recent ThinkAdvisor article, industry leaders agreed that some products are too dangerously complex for investors and then debated if a competency test for investors is the right answer. Listen along as Paul and Jim discuss the issues around complex investments and how this kind of test would also create barriers to prudent investing. In the second half of the show, Paul addresses a listener who wanted to know how Paul makes a budget.

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

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Taking Advantage of Investors During Down Markets

  • May 17, 2022

Paul and Jim talk about a company who claims to be practicing evidence-based investing but is really using short-term track records to sell investment products to people who are afraid of current market conditions. Jim encourages you to avoid products that are being sold based on their recent performance because investing is not about getting rich quickly; rather, it’s about building wealth over a lifetime. Paul warns investors not to get stuck in a cycle of ditching one bad investment while the market is down just to buy another one.

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

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Recovering From a Loss

  • May 16, 2022


This has been a tough year for a lot of investors who realized their portfolios had more risk in them than they thought. Today, Paul encourages the investors who are looking to recover and learn from their mistakes. It is always the right time to diversify and minimize your risk. You never know how markets are going to recover, and you could get hit hard by being overweighted in an area when the market goes down, only to be hit hard again by being underrepresented in the areas that experience the biggest bounce backs. Later in the episode, Paul talks about how inflation could ease government debts.

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

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Bonds Taking a Historic Hit

  • May 13, 2022


Paul shares the WSJ article “It’s the Worst Bond Market Since 1842. That’s the Good News.” He highlights some common misconceptions that people have about bonds and then explains how inflation affects bond prices. Listen along to hear why Paul doesn’t allow the maturity rates of bonds to get too long and why you should hold on to some cash in a portfolio. Later in the episode, Paul shares three reasons we fall for conspiracy theories.

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

Listen Here →

Getting Out of a Cycle of Anxiety

  • May 12, 2022


Today, Paul explains what anxiety is and how the media and technology affect your mental health, and then he gives some simple, concrete steps to start breaking the cycle of anxiety in your life. Listen along as Paul covers a topic that many struggle with that can negatively affect their financial decisions as well. Later in the episode, inflation has some investors more interested in gold. Paul explains why this is a bad idea.

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

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An Intro to HSAs

  • May 11, 2022


Paul finds an article that says you can stash more away for retirement in your health savings account (HSA). While the IRS has increased limits, Paul doesn’t consider these exclusively retirement accounts. Paul explains why he likes and recommends HSAs for people looking to save irregular or unexpected income or wanting to enjoy the tax benefits on future medical expenses. Listen along if you’re unfamiliar with HSAs and ever worry about covering these kinds of expenses. At the end, Paul shares where consumers should reduce spending due to inflation.

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

Listen Here →
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