If you don’t understand best practices for taking an income from your portfolio, you fall prey to financial products and strategies that promise peace of mind but can hurt your investments. Today, Paul connects the dots between the earnings yields of the companies in your investments and the amount you can take in income. Later in the episode, Paul explains how practices around taking an income are informed by the history of the market, not just one year or even one decade.

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

Paul talks about how Wall Street firms are buying thousands of middle Tennessee homes to rent. Listen along to hear how these firms can package these homes as investments and why Paul doesn’t encourage investors to purchase real estate investments like these. Later in the episode, Paul addresses whether dividend stocks help combat inflation.

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

Paul noticed the average 30-year interest rate on a mortgage has gone up since 2020. Paul shares that one of the risks of real estate investment is how fluid the real estate markets can be and how expensive it can be to buy or sell a property at a bad time. Listen along to hear how many times the real estate market has changed since the late 1970s and why you shouldn’t bet your retirement on an asset because it is popular right now. Later in the show, Paul talks about an article titled “Investors Sue Vanguard After Target-Date Funds’ Big Tax Bill.”

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

Today, a listener wants to know how old is too old to invest aggressively. Paul answers this question by addressing how to balance between the risk of inflation and the risk of loss. Listen along to hear why the purpose of your money and when you need it affect how aggressively you can invest.

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

Many investment firms fall over themselves to tell you what will happen in the future. Today, Paul explains that politics can quickly change, that the pricing and information around stocks are incredibly tight, and how misleading it is for the industry to pretend to know what is coming. Listen along as Paul uses an example from the auto industry to show how market predictions lead investors in the wrong direction.

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