There are many ways our brains work against us in investing. One is by thinking that more is always better. Today, Paul and his team talk about the mistakes investors make when they keep adding things to their investments and strategies. Listen along to hear the team talk about when the idea of more gets in the way of investment success.
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Latest episodes
Women have unique retirement challenges. They live longer and have less Social Security benefits. The COVID-19 pandemic only made things more complex by forcing kids to stay home and hitting women dominated business sectors such as education, hospitality and service. Today, Paul and Anne talk about these issues and how they influence the planning process.
There are plenty of things investors need to be worried about, but today, Paul and Anne bring some peace into the investment process by giving you permission to stop worrying about these 10 things. Listen along to get some clarity about what really matters in investing and what is only going to cause stress and anxiety.
A new study reveals how the pandemic altered investors’ retirement plans. What trends did the study show and what impact did the pandemic have on younger and older investors’ financial futures? Paul and Jim talk about who got hit hardest by the pandemic and what we can learn from some of the early data.
Young investors are trying to retire as quickly as possible. They’re pursuing passive income streams and living on shoestring budgets to have enough money to retire in their 30s and 40s. Paul and Jim talk about this retirement strategy and why you might just get burned pursuing an aggressive retirement plan like this one.
What’s the outlook for inflation in 2021? Paul answers a listener question: “With the US Treasury Department printing money all the time and the nation’s debt climbing even higher, why hasn’t inflation accelerated?” Paul tackles this popular topic and explains why inflation is still low. But what would cause it to go up? Listen along to get a better understanding of the US economy, inflation and deflation, and some of the most common investment traps around inflation.
The Secure Act changed what you need to know about the Required Minimum Distributions (RMD) of your retirement accounts. Paul and Evan talk about the many exceptions for taking your RMDs, including some new ones you might not know about. Learn how to make a good plan for taking an income in retirement.
Paypal is now accepting bitcoin as payments, but there are strings attached. Paul and Anne look through PayPal terms of service and notice some pretty strange stuff. Hear about just how hard it’s going to be to make these crypto currencies work for consumer spending.
Paul and his team answer listener questions. They tackle topics like capital gains taxes, Roth conversions, and rebalancing between different taxable accounts.
Paul answers a listener question about the value of the dollar. After hearing a financial celebrity claim the dollar’s value is plummeting and crypto currencies’ values are rising, many people are confused about whether or not their money is safe in cash. Paul explains how misleading this can be and why you shouldn’t ditch cash.