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.
A Sneaky Annuity Sales Pitch and a Chat About Roth Conversions
Today, Paul, Evan, and Ira talk about how frustrating it is that the average agents and investors are fooled into investment strategies