financial planning

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

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

In the second half of this episode, Paul talks to those who have tried to set goals and just haven’t found success. How do you

In order to achieve your goals, you need to know your strengths and weaknesses and where you are and where you’re trying to go. Paul

Most people only plan weeks or months into the future. Very few have the forethought to plan years, decades, or generations ahead. Paul and Jim

Paul isn’t crazy about New Year’s resolutions and shares his process of setting and achieving goals as we roll into a new year. Listen along

After a week with historic storms for the region, Paul gives a warning about being taken advantage by contractors. Listen along to hear typical examples

Money is just a tool to express what matters most to you. So what matters more than money itself? Today, Paul doesn’t shy away from