Jonathan has seen multiple investors stuck with a decision after their company’s pension plans are discontinued. Today, Paul and Jonathan talk about why companies make that decision and what you need to consider when you’re offered a lump payment or another option. Listen along to hear why your time horizon has an effect on your next move.

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Some people dream of retiring to spend time with their families or to rest and travel, but not everyone who is the retirement age will enjoy that lifestyle. Paul and Arlene talk about people who find meaning and purpose by working later in life. Listen along to hear why delaying retirement or leaving retirement to work again isn’t always a failure from lack of planning. Later in the episode, Paul asks if listeners have enough homeowners insurance.

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Paul and Arlene cover two topics that are keeping investors from relaxing about money: anxiety over inflation and retirement assets that are tied up in political agendas. Listen along as they talk about who is most anxious about the economy, what you can do about it, and why ESG assets aren’t about financial security but rather politics and personal values.

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Paul shares about the book Being Mortal, which takes an in-depth look at human mortality and the end of life. It looks at the pioneer of assisted living homes and how these homes prioritize the need for autonomy and personal connection over safety and medical care. Listen along as Paul shares insights about long-term care and what to consider for yourself or your loved ones.

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