Paul talks about how managing taxes in your financial plan is much more complex than most people realize. Listen along as Paul provides some education about the kinds of taxes you need to think about when investing and why paying taxes in retirement may actually be more advantageous than paying them during your highest earning years.
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Today, Paul highlights three phrases to be wary of in a financial advisor’s disclosure document (ADV Part 2): “fundamental analysis,” “technical analysis,”
Today, Paul invites Michael Sharpnack onto the show to talk about some common misconceptions about how to take an income in retirement.
Today, Paul invites Michael Sharpnack onto the show, where the two talk about their trip to the Murfreesboro office and about some
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