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Latest episodes

Recovering From a Loss

  • May 16, 2022


This has been a tough year for a lot of investors who realized their portfolios had more risk in them than they thought. Today, Paul encourages the investors who are looking to recover and learn from their mistakes. It is always the right time to diversify and minimize your risk. You never know how markets are going to recover, and you could get hit hard by being overweighted in an area when the market goes down, only to be hit hard again by being underrepresented in the areas that experience the biggest bounce backs. Later in the episode, Paul talks about how inflation could ease government debts.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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Bonds Taking a Historic Hit

  • May 13, 2022


Paul shares the WSJ article “It’s the Worst Bond Market Since 1842. That’s the Good News.” He highlights some common misconceptions that people have about bonds and then explains how inflation affects bond prices. Listen along to hear why Paul doesn’t allow the maturity rates of bonds to get too long and why you should hold on to some cash in a portfolio. Later in the episode, Paul shares three reasons we fall for conspiracy theories.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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Getting Out of a Cycle of Anxiety

  • May 12, 2022


Today, Paul explains what anxiety is and how the media and technology affect your mental health, and then he gives some simple, concrete steps to start breaking the cycle of anxiety in your life. Listen along as Paul covers a topic that many struggle with that can negatively affect their financial decisions as well. Later in the episode, inflation has some investors more interested in gold. Paul explains why this is a bad idea.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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An Intro to HSAs

  • May 11, 2022


Paul finds an article that says you can stash more away for retirement in your health savings account (HSA). While the IRS has increased limits, Paul doesn’t consider these exclusively retirement accounts. Paul explains why he likes and recommends HSAs for people looking to save irregular or unexpected income or wanting to enjoy the tax benefits on future medical expenses. Listen along if you’re unfamiliar with HSAs and ever worry about covering these kinds of expenses. At the end, Paul shares where consumers should reduce spending due to inflation.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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Breaking Down the Financial Headlines

  • May 10, 2022

Today, Paul opens up the Wall Street Journal and puts himself in the perspective of someone trying to make the right investing decisions. Is now a good time to invest a little extra cash? Should you get out before it’s too late? Listen along as Paul breaks down the financial headlines so you can tune out the noise and relax about money. Later in the episode, Paul shares how the real estate market is less efficient than the stock market and how real estate investment can hurt you in a dynamic economy.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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What Is the Worst Trait of a Financial Advisor?

  • May 9, 2022


Paul and Evan have a fun time reading through an article that lists all the potential reasons your advisor might be a bad fit. Listen along to hear which reason is the most dangerous and whether Paul and Evan agree. Later, Paul and Evan joke about how the financial industry twists research into predictions about the future.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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Some Interesting QCD Options

  • May 6, 2022


Knowing the rules about your qualified charitable distributions (QCD) can be complicated or confusing. Today, Paul and Evan talk about some interesting QCD options you might not know about and encourage you to find out if a certain donation will qualify rather than only assuming it will or won’t. Paul encourages you to take advantage of this benefit and make it as impactful as possible.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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International Pressure on Gas and Food Supply

  • May 4, 2022


Today, Paul talks about strategies Russia is employing to put pressure on the West’s gas and food supply. Listen along to hear why Russia is likely playing with fire and why the long-term solution to the supply chain of energy is a diversification of energy sources, not world peace or the promise of something new. Later in the episode, Paul explains why you shouldn’t only look up reviews or ratings of investments like you do for other consumer products.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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Keeping the End in Mind With Michael DelGiorno

  • May 3, 2022


Everyone knows that rising interest rates can help stop inflation, but raising the interest rates is an unpopular topic, and political leaders avoid it whenever possible. Today, Paul and Michael talk about why the best perspective is a long-term perspective and why the fear of what’s right in front of you hurts your ability to thrive. Listen along to hear why keeping the end in mind works so well in your personal and financial life.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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Getting the Most From Your RMD

  • May 3, 2022

Today, Paul answers a listener who wants to know if he has to wait until he’s 70 ½ to make a QCD in December or if he can make it now. Paul shares some helpful tips for getting the most out of your RMD and some research about whether it’s typically better to take your RMD every month or at the end of the year. Paul encourages you to make qualified charitable distributions (QCDs) to get the most out of your RMD. Later in the episode, Paul addresses Fidelity allowing investors to put Bitcoin in their 401(k) accounts.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →
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