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Latest episodes

A Good Way to Think About ESG


While watching some financial news this past week, Paul found someone with a good perspective on the ESG investing trend. If you ever have considered or been offered these investments, Paul explains why ESG is fundamentally flawed. Listen along to hear why ESG is a system that limits the markets and its investors and is not proven to be better for the environment. Later in the show, Paul makes a connection between playing the lottery and investing for the excitement.

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Not Reading Into the DOW Transports


Paul shares an article called “Dow Transports Getting Dangerously Close to a Bearish Signal” and explains that although the Dow Transports seem related to overall market performance, predicting the future is a fool’s errand. Listen along as Paul shares how data can be manipulated to predict almost anything.

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This Advisor Exam Is Not Enough


After looking through the educational materials for the Series 65 exam, Paul finds why so many investors are led astray by advisors selling products and giving investors exactly what they think they need. Paul and Ira talk about how some of these educational materials sound like malpractice and why you need an advisor who has more education and won’t just regurgitate the sales pitches of common investment products.

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Learning About Qualified Longevity Annuity Contracts (QLACs)


Have you ever heard about or been offered a qualified longevity annuity contract? Today, Paul and his team compare the returns of this increasingly recommended insurance product to other annuity products and a run-of-the-mill stock portfolio. Listen along as Paul explains what you need to know about this product and how this differs from other annuities, and Evan explains some of the tax disadvantages. Listen along to learn about QLACs and see why Paul doesn’t think it will help investors achieve their goals as they age.

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A Surprising CNBC Interview With Tastytrades Founder


Tastytrade Founder and Co-CEO, Tom Sosnoff, was interviewed on “Squawk Box” and made some jaw-dropping comments about meme stock trading. Paul and his team share the interview and provide a play-by-play to explain why he’s being accused of hurting investors. Listen along to hear a lively discussion on efficient versus inefficient markets and why these companies are praising young investors for getting involved while taking their money at the same time. Later in the show, Paul discusses how $615 million of crypto assets are missing and nothing can be done about it.

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

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Older Employees Share Regrets About Retirement Saving


Do you have a realistic picture of what your retirement income will look like? Paul and the team share a ThinkAdvisor article called “5 Biggest Retirement Planning Regrets of Older Workers, Retirees.” Paul sees if the team can guess investors’ biggest regrets and encourages listeners to find out if they are on the way toward reaching their retirement goals.

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Advisors Are Falling Into an Obvious Trap


Investors get stereotyped for letting behavioral biases drive them into poor investment decisions. Are advisors falling into the same traps? Paul covers an article on the subject to give you, the investor, the ability to find an advisor that will keep you on course and reach your financial goals.

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Would a World Currency Hurt the Dollar and My Investments?


A listener asks about the investments in her retirement plan because she’s concerned that a world currency could hurt the dollar. She wants to know if there are any investments that could help protect her from this risk. Paul explains the different investments in a properly diversified portfolio and how they all come together to lessen not only the risk of currency devaluation but also other market forces that hurt returns. Listen along to hear why diversification can help bring peace of mind in investing.

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Keeping Yourself Safe From Cyber Attacks


While Russia has made it clear that it plans to continue engaging the West in cyber attacks, Paul says there are plenty of other reasons to improve your cyber security. Paul shares some easy, practical tips and trusted products to provide more security around your identity and assets. Later in the show, Paul explains the problem with large fund companies having a controlling interest in the companies that are in their funds.

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

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Listen to This Before You Co-Sign a Loan


A recent story that started off as a parent wanting to help their child took a turn when the child stopped making payments and the parent became disabled and couldn’t work. Listen along as Paul and Ira talk about what can be done, how much of the loan the parent is responsible for, and what financial planning techniques can help others avoid this situation. Later in the episode, Paul and Ira talk about a great article by Jason Zweig called “What Teenagers Really Learn From Stock-Market Games.”

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

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