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Tag: Investing

A Fund That Grew Almost 160% in 2020

January 15, 2021

The Ark Innovation ETF (ARKK) grew almost 160% in 2020, causing many to crown its owner, Cathie Wood, the next Warren Buffett. Today, Paul and

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Tennessee Is Now Tax Free

January 14, 2021

It’s official: Tennessee is now tax free for individuals. The Hall Tax (enacted in 1929) was phased out at the end of 2020, leaving the

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A 2020 Investing Lesson for 2021

January 14, 2021

2020 was certainly a year to remember. One popular meme on New Years said, “I’m going to stay up on New Year’s Eve this year.

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New Year’s Resolutions and SMART Goals

January 6, 2021

Some people love them. Some people think they are a waste of time. Today, Paul talks with his team about some of his family’s New

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What I Learned in 2020

January 5, 2021

It’s always a good idea to look back and reflect on what you learned in a year, but what you don’t want is your financial

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When Was the Last Time You Looked at Your Will?

December 22, 2020

Some people create a will earlier in life and never look at it again. In today’s episode, Paul and estate attorney, Robert Pautienus, talk about

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What Happens if I Die Without a Will?

December 21, 2020

Do you know what would happen to your estate if you weren’t here tomorrow? Today on the show, Paul invites Robert Pautienus, an estate attorney,

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Chapter 8: Taxable Accounts

November 30, 2020

In a previous chapter, we spent time on the concept of tax-advantaged investing. The idea with tax-advantaged investing is that there are special investment accounts

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