Today, Anne and Paul talk about a growing trend of the ultrawealthy to forgo leaving assets to their children and family. Listen along to hear what the wealthiest people in the world have learned about achievement, fulfillment, and wealth. Later in the show, Paul and Anne talk about the article “If I Can Trade for Free, Why Do I Need You?” from ThinkAdvisor.
Today, Paul highlights three phrases to be wary of in a financial advisor’s disclosure document (ADV Part 2): “fundamental analysis,” “technical analysis,”
Today, Paul invites Michael Sharpnack onto the show to talk about some common misconceptions about how to take an income in retirement.
Today, Paul invites Michael Sharpnack onto the show, where the two talk about their trip to the Murfreesboro office and about some
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