Here’s a Book Paul Thinks You Should Read
February 23, 2023
Today, Paul talks about some of the key takeaways from the book From Strength to Strength: Finding Success, Happiness, and Deep Purpose in the Second
financial planning
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What’s Keeping Americans from Saving?
February 13, 2023
Paul shares a study that Americans living paycheck-to-paycheck jumped up 64%, but it’s not necessarily who you would think. Listen along as Paul talks about
Roth IRA Conversion Question
February 2, 2023
Paul gets a question from an investor about converting a Traditional IRA to a Roth IRA. Paul explains what these investment vehicles are, the benefits
Everyone Should Know About Income Smoothing
January 17, 2023
Have you ever felt guilty about taking extended time off of work? Are you stuck in a pattern of spending all your income and feeling
SECURE Act 2.0: What You Need to Know (Part 2)
January 11, 2023
In this two-part episode, Paul, Ira, and Anne spend an hour updating investors on the SECURE Act 2.0, a massive piece of tax legislation that
SECURE Act 2.0: What You Need to Know (Part 1)
January 10, 2023
In this two-part episode, Paul, Ira, and Anne spend an hour updating investors on the SECURE Act 2.0, a massive piece of tax legislation that
Investing Basics: Choosing 401(k) Funds
December 28, 2022
Paul and Ira talk about what they do when 401(k) plans don’t offer any of the funds that offer proper diversification. Listen along as the
Is the American Dream Dead?
December 19, 2022
The world is full of negativity, which can wear you down and distract you from your calling. Paul, Evan, and Ira talk about whether the