Retirement

Today, Paul talks about a meeting he had this week with a client who is receiving an inheritance close to retirement. Paul shares about planning

Paul found a Kiplinger article titled “6 Reasons to Avoid a Self-Directed IRA” that may apply to your IRA as well. Listen along to hear

Jonathan has seen multiple investors stuck with a decision after their company’s pension plans are discontinued. Today, Paul and Jonathan talk about why companies make

Some people dream of retiring to spend time with their families or to rest and travel, but not everyone who is the retirement age will

Paul and Arlene cover two topics that are keeping investors from relaxing about money: anxiety over inflation and retirement assets that are tied up in

Paul shares about the book Being Mortal, which takes an in-depth look at human mortality and the end of life. It looks at the pioneer

Anne and Ira bring up a new term for Paul today: “fake retiring.” Listen along as they talk about a man who retired as early

Understanding your spending and saving habits is an important part of being prepared for retirement. Today, Paul and Michael discuss the Kiplinger article titled “An