For a few months, Congress has been working to pass the flagship legislation of Trump’s second presidency, but what is in the Big Beautiful Bill? Listen along as Paul, Evan, and Dan talk about the most likely provisions around taxes, tax dedication, and social security that are likely to pass and how they affect the financial planning world.
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Today, Paul brings in a WSJ article that provides a list of potential events this year that could weaken the dollar against
When Paul first started this show, indexing and target-date funds were not very popular at all, as the world experienced a decade
Paul runs into an annuity salesperson on Facebook who reveals that he made $300,000 in income in his first month and wasn’t
