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Latest episodes

How Your Money Works for You

  • May 2, 2022


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.

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Fund Companies Are Like Car Companies

  • April 29, 2022

Paul and Ira make a connection between how both car companies and fund companies sell products. Listen along as Paul explains how car companies use social pressure, new technology, performance, and high gas prices to convince you to buy electric cars while avoiding any mention of safety hazards or environmental downsides. They agree that this is exactly like fund companies who take advantage of opportunities to get you rattled so you will buy new products.

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

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Is the 4% Rule Too Aggressive Now?

  • April 28, 2022


Knowing how much income you can take from your investments helps you understand how much you should save. Paul explains that the investment industry seems to believe the 4% rule is too aggressive because of current market conditions. Listen along as Paul shares why the 4% rule is still conservative when a portfolio has been set up the right way and encourages listeners to understand the difference between being aware of market trends and panicking about changes.

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

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The Problem With Municipal Bonds

  • April 27, 2022


Owning the wrong kinds of bonds can be painful in the investing process. Today, Paul addresses the problem with municipal bonds. Listen along to hear about the purpose of bonds in a portfolio and the many risks associated with municipal bonds, which traditionally give lower returns than equities but still offer a higher risk on principal than other bonds. Paul also addresses how the tax benefits pull investors in. Later in the episode, Paul shares an article from a Princeton professor: “Burton Malkiel: Does ESG Investing Deliver on Its Promises?”

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

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Younger People Are Saving More

  • April 26, 2022


Paul shares a study that confirms the younger generation is saving more for retirement earlier than previous generations. Paul is encouraged but still worried about what they’re investing in. Paul explains that younger investors rightly feel like they are on the hook for their retirement because of their lack of trust in pensions, 401(k)s, and Social Security to provide a secure retirement for them. Listen along to hear why Paul agrees and why starting now and planning well are so important.

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

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Wall Street Firms Buying Nashville Single-Family Homes

  • April 25, 2022


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.

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Owning Real Estate Can Be a Rough Ride

  • April 22, 2022


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.

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How Old Is Too Old to Be Aggressive?

  • April 21, 2022


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.

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Why Are Stock and Bonds Both Down in Early 2022?

  • April 20, 2022


Paul shares the most likely reason that both stocks and bonds are down right now. Is this a cause for concern? Paul doesn’t think so. Listen along to hear why higher interest rates and inflation may cause stock and bond prices to dip momentarily and why you should keep cash, bonds, and equities in a portfolio. Later in the episode, Paul shares the problem with trying to rebalance your assets between stocks and an annuity.

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

Listen Here →

Misleading Investors Toward Electric Vehicles

  • April 19, 2022


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.

Listen Here →
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