Every year, Schwab does a study to determine the amount of money people think they need to be wealthy. Paul and Anne discuss what contributes to the idea of wealth and how the amount of money people think they need to be wealthy dropped in 2021 by $700,000. Later in the show, Paul brings up how Bitcoin affects the level of risk in a retirement portfolio.
A Sneaky Annuity Sales Pitch and a Chat About Roth Conversions
Today, Paul, Evan, and Ira talk about how frustrating it is that the average agents and investors are fooled into investment strategies