Paul gives a market update as we close out 2021 together. Listen along as Paul gets into Black Friday and end-of-the-year consumer habits, an unexpected 2% drop in the market, inflation, and how market volatility affects investors. Later in the show, Paul shares a cautionary tale of a couple who got slapped with a huge tax bill after stretching the limits of their IRA.
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Paul is constantly answering these two questions for investors: What counts as an investment? And which assets can help me beat inflation? Today, Paul talks about antique cars as an investment vehicle (pun intended). Listen along to hear how different cars have gone up and down in value over the decades versus different types of investment assets. Don’t miss some great stories about some of the most famous antique cars. Later in the episode, hear how annuity providers preach safety, but they take more risks.
Paul shares two assets that he’s seen people struggle to rely on in retirement: their businesses and their homes. Listen along to hear of the forces that can change your plans if you hope to sell your business or downsize your home to make retirement easier and how to be better prepared.
Money is just a tool to express what matters most to you. So what matters more than money itself? Today, Paul doesn’t shy away from deep questions about life and purpose. Listen along to hear why making a financial plan starts with understanding your true purpose for money. Later in the episode, Paul talks about ongoing goals and year-end housekeeping.
The holidays are upon us, and they are often a stressful or discouraging time for many with family stress and shorter days. Today, Paul shares a study from Harvard Health about thankfulness. Listen along to hear how academicians researched what happens to those who are asked to practice gratitude versus those who are asked to focus on their hardships. Later in the episode, Evan reminds investors to seek out information about vesting in 401(k)s.