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Anne and Ira bring up a new term for Paul today: “fake retiring.” Listen along as they talk about a man who retired as early as possible and then found himself in “fake retirement.” Paul talks about why some newer concepts like early retirement, passive income, and even remote work can take a toll on your sense of purpose and cause financial stress.
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Many Americans lined up to purchase lottery tickets last week in attempts to claim the $1.337 billion lottery prize. Paul talks about a correlation between economic stress and lottery ticket sales. Paul shares about his first job servicing lottery computers, why economic stress leads to gambling behavior, and why investors who are trying to work the market or get out of it during economic downturns are actually gambling with their retirement and life savings. Later in the episode, Paul shares some positive trends that new outlets love to overlook.
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Paul and Ira talk about how most investors don’t understand a fundamental investment concept that may be leading them into harm’s way. A recent survey shows that many investors believe that the safest investments bring the biggest returns. Listen along as Paul and Ira explain risk and how you can have it work for you in investing. After the break, Ira talks about banking and hoarding cash during this time of high inflation.
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A listener wants to know why 2-year bonds having higher yields than 10-year bonds is considered a recession indicator. Listen along as Paul explains how bond yields connect to interest rates and why becoming fixated on a recession may lead to market timing and other investment traps. Later in the episode, Paul and Ira revisit an earlier conversation about building portfolios with blue-chip stocks and IPOs.
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Paul and Ira talk about how perfectionism affects us both personally and financially. Listen along as they talk about why striving for perfection will ultimately lead to a deep dissatisfaction with life. Paul and Ira talk about how your attitudes affect how you feel about your successes and why the perfect lifestyle is hard to define and constantly changes. Later in the episode, Paul talks about the average salary Americans think they need to feel financially secure for each decade of life.
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Imagine if someone brought their portfolio in and discovered that their advisor had picked blue chip stocks and IPOs, which left the client with big losses. Paul explains why you shouldn’t choose the individual companies you want to invest in, even if you believe in the business. Later in the episode, Paul talks about a Wealth Management article titled “Long-Term Care Coverage Is Trending in the Wrong Direction.”
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Today, Paul talks about a meeting he had with an investor who had a very common concern. Are his investments underperforming or doing what they’re supposed to? How can someone tell? Paul then tells listeners what questions to ask about their portfolios to make sure their investments are doing what they’re supposed to do.
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Today, Paul talks about a trend of many investors looking for income from their investments: high-yield dividends. Listen along as Paul talks about what’s happening when a company offers you a dividend and how educated investors diversify their opportunities for income. Later in the episode, Paul talks about the many troubles in the auto industry and the expansion of computer chip manufacturing around the world as two chip companies consider a factory in France.
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Why do we expect stocks to go up? Why are actively managed portfolios at a disadvantage to passively managed ones? Many people find that they’ve gotten into adulthood with any education about investing or personal finance. Today, Paul and Jim cover an article that answers nine fundamental questions for investors to serve as a quick introduction to important investment concepts. Later in the episode, Jim discusses an article titled “Are Kids Worth the Cost?”
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Paul recaps a letter written to investors about the most common myths Paul has seen so far in 2022. Paul covers topics such as annuities vs. bonds, safe long-term investments, and taking an income on your portfolio. Later in the episode, Jim brings up the tension between investors being able to trust the claims of investment companies and companies remaining competitive and earning profit. Paul and Jim talk about regulations and how the industry could improve.
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