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Latest episodes

Fidelity Is Trying to Rebrand Itself

  • February 3, 2022


Today, Paul and the team talk about a popular WSJ article from last week titled “Fidelity, Once Stodgy and Adrift, Bets on Reddit Crowd.” Listen along as the team explains why the company was struggling and needed a rebrand and why playing to younger investors is not a good formula for a secure retirement. Later in the show, Paul shares about Bitcoin’s recent correlation with the NASDAQ.

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

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Understanding High Interest Rates on Bonds

  • February 2, 2022


This week, Paul chats with an investor who has been investing in bonds with higher interest rates to try and get higher yields. Paul teaches about bond premiums, inflation, default risks, and why these higher interest rates on bonds expose investors to problems that are hard to see when you’re buying them. Later in the episode, Paul explains why some investors disagree with his investment philosophy in general.

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

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Do You Know What’s Happening in Your 401(k)?

  • February 1, 2022

The default investment of most 401(k)s is target-date funds. If you’ve been automatically enrolled in a 401(k) plan or chose a default based on your age, a target-date fund is likely where your retirement money is being invested. Today, Paul continues his education on target-date funds by sharing their flaws, their performance compared to other options, and how they can hurt investors—particularly younger investors. Listen along to learn how to make more informed decisions in your 401(k).

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

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Are Equally Weighted Indexes Better Right Now?

  • January 31, 2022


Paul fields a question from a finance professor about a recent video he did evaluating different market segments based on their price-to-book ratios. The listener wanted to know if an equally weighted index would perform better than a cap-weighted index because large growth stocks seem to be high compared to historic norms. Listen along as Paul explains that while an equally weighted index might technically keep you from over investing in an asset category that may experience a correction, its costs and risks don’t make it an obvious choice. Later in the show, Paul explains why fund companies can be dangerous to trust blindly.

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

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Bleak Month for Crypto

  • January 28, 2022


January has been a dark month for crypto investors as a recent crash erased more than $1 trillion in the crypto market value. Paul and Evan explain why crypto is struggling and why crypto hasn’t provided a key benefit investors hoped—being an inflation hedge. Later in the episode, Paul and Evan talk about $140 billion worth of Bitcoin lost due to forgotten passwords.

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

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Are We in a Super Bubble?

  • January 27, 2022


This week Paul had a few people reach out after an investment expert warned of a super bubble in the market about to pop. Listen along as Paul and Evan dive into the current state of markets, what Paul considers a bubble, and why you should be skeptical when you hear experts talk about “the market.”

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

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Uncovering Your Money Biases

  • January 26, 2022


Today, Paul covers a psychological hurdle that hurts almost 98% of all investors and what to do about it. Listen along as Paul uncovers how the mind often works against an investor’s best interest and why understanding yourself leads to greater success in your goals. Later in the episode, Paul talks about why small growth indexes seem to underperform.

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

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Popular REIT Commercial: Is It Too Good to Be True?

  • January 25, 2022


Paul fields a question from a listener about a popular real estate investment trust (REIT) product advertisement. Is it a scam? And if so, how do you refute the claims of the ad to your friends and family so they don’t make a mistake? Listen along as Paul plays through the ad and provides commentary on the product and what investors need to know about REITs. Later in the show, Paul explains the difference between value and growth companies.

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

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I Bonds and a New Tax-Reporting Requirement

  • January 24, 2022


A listener asks if inflation is good or bad for buying I bonds, the IRS has a new tax-reporting requirement for companies such as PayPal and Venmo, and an investment firm targets younger investors with questionable funds. Listen along as Paul and Anne cover these topics and explain how they could affect investors.

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

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How Annuities Hurt Investors Who Have Longer Retirements

  • January 21, 2022


Today, Paul shares two forces that will hurt annuity owners the later they get into retirement. Listen along to hear why annuities either won’t protect you against inflation or will be so costly that you might be dependent on others later in life. Paul wants you to be educated on this complex product so you can see through the sales pitch and see what retirement could be like with an annuity.

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

Listen Here →
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