Investor Coaching Show

Today, Paul answers a listener’s question: Where would you put a large sum of money to ensure that it has good growth? Listen along to hear how Paul approaches this question and how to understand how time and risk factor into the question. Later in the show, Paul talks about a client who brought in an annuity and was trying to figure out what he could do with it.

The term investor gets thrown around all the time in the financial world. Paul and Ira talk about the difference between bettors, traders, and investors. Listen along to hear what an investor really is and common areas investors engage in speculation not investing without realizing it.

Paul covers an idea the media has been harping on lately: How Rich People Aren’t Paying Taxes. Listen along to hear how the media describes billionaires avoiding taxes, what is actually happening, and how policies designed to target the rich could hurt all investors. Later in the show, Paul talks about thirteen predictions from the past about the future that were dead wrong.

Paul talks about an article which highlights social security trends after COVID. Listen along to hear how the time you file has a major impact on the amount of benefit you receive and why fear of social security going away leads investors to make hasty decisions. Later in the show, Paul talks about an upcoming webinar called: 4 Keys to Retirement Tax Planning.

The typical investor invests in a company based on its value and profits. Today, Paul talks about momentum investing—where people invest in companies based on whether their prices are going up or down. Listen along to hear how the financial media frames the value of a company in a way that contradicts its true value. Later in the show, Paul addresses a MarketWatch article called: Is Fed “tightening cycle” already happening?