People have gone to the Bible for thousands of years to gain wisdom, knowledge, and understanding about life’s most pressing issues. Paul spends some time answering the question: Does the Bible teach anything about investing? Listen along to hear a financial advisor’s perspective on what the Bible says about investing.
Investor Coaching Show
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Today, Paul and Robert Pautienus explain what a living trust is, how it works, and why it may benefit your estate plan. Listen along to hear what happens when you put an IRA in a trust or will and when it’s a good idea to do so.
Join us for a special episode of “The Investor Coaching Show” recorded on the 20th anniversary of 9/11. Paul takes a moment to reflect about being in New York during the tragedy, the start of “The Investor Coaching Show” 20 years ago, and how Wall Street was affected by an attack so close to major stock exchanges.
Paul invites Robert Pautienus, an estate attorney, back onto the show to talk about the most common estate planning mistakes. Listen along to hear how your plan gets executed under the law and how to understand different kinds of power of attorney. Later in the show, Paul and Robert work to demystify trusts and explain how they can fit into your estate plan.
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Paul and his team talk about five investing superstars coming together in search of the perfect portfolio. But these investors don’t exactly agree, which is problematic. Listen along as Paul and his team dive into the differences and to whom you should listen when developing your own investment philosophy.