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Financial Traps

Investors – Don’t Make These Mistakes

May 23, 2025

  Paul breaks down some of the most common — and costly — mistakes

Paul Agrees: “The Annuity Industry Is Prone to Scams.” Here’s How It Happens.

July 3, 2024

Paul finds an article claiming that investors are avoiding annuities at their own peril.

How Do Other Firms Feel About Annuities?

July 2, 2024

Paul covers some of his biggest gripes about the insurance industry selling investment products

We’re Seeing a Trend Toward Passive Funds. Is that enough?

January 31, 2024

The industry seems to be waking up to the risk of actively managed funds

The First Step to Relaxing About Money

January 30, 2024

Learning about markets, diversification, and financial sales tactics is only a part of the

Does Paul Hate Annuities? — Part 2

January 24, 2024

Annuities are a very polarizing topic. Some investment professionals claim to hate annuities and

Does Paul Hate Annuities? — Part 1

January 23, 2024

Annuities are a very polarizing topic. Some investment professionals claim to hate annuities and

Should you Invest in Gold Right Now?

December 8, 2023

Is gold really safe? In this video, Paul talked about the problems with gold

Learning About Qualified Longevity Annuity Contracts (QLACs)

April 11, 2022

Have you ever heard about or been offered a qualified longevity annuity contract? Today,

How Annuities Hurt Investors Who Have Longer Retirements

January 21, 2022

Today, Paul shares two forces that will hurt annuity owners the later they get

Is There a Case for Indexed Annuities?

October 13, 2021

After diving into annuities last week, Paul finds an article that makes a case

Pulling Back the Curtain on Annuities

October 7, 2021

Have you ever wondered how annuities are created? Paul and his team pull back

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