Social Security Confusion: How To Use It and How To Fix It
July 18, 2025
Today, Paul dives into one of the most misunderstood aspects of financial planning: Social Security. Almost no one Paul talks to fully
- November 26, 2024
Almost $800,000 of Retirement Funds Are in Limbo. What Do I Do?
Subscribe
Paul brings an article about an investor who has almost $800,000 in an investment hoping it would turn around his financial situation amid health complications. Today, Paul talks about what happened to this investor, what red flags all investors should be looking out for, and why the best thing you can do is learn from others’ mistakes instead of learning the hard way.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Share
More to explore
Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 2)
July 17, 2025
Paul just happened to take the week off at the same time Congress decided to pass one of the largest pieces of
Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 1)
July 16, 2025
Paul just happened to take the week off at the same time Congress decided to pass one of the largest pieces of