financial planning

Today, Paul and Robert Pautienus explain what a living trust is, how it works, and why it may benefit your estate plan. Listen along to

Join us for a special episode of “The Investor Coaching Show” recorded on the 20th anniversary of 9/11. Paul takes a moment to reflect about

Paul invites Robert Pautienus, an estate attorney, back onto the show to talk about the most common estate planning mistakes. Listen along to hear how

Politicians are trying to fix Social Security by raising income taxes on the wealthy. Today, Paul talks about why that alone is not enough to

Wealthy people aren’t immune to making mistakes with money. Paul covers an article about common mistakes wealthy people make with money, what you can learn

Today, Paul answers two questions that came up from his inheritance workshop. Listen along as Paul talks about giving money to your kids and the

The first phase of life is when you need to make more than you spend. Today, Paul explains why trying to keep up with everyone

After spending most of their lives accumulating wealth, investors become afraid they will lose it. Countless investment products claim to offer investors guaranteed income in