Client Resources

April 2020

The Investor Coaching Show Cover

<img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209" alt="The Investor Coaching Show Cover" />

New Tax Law Changes and RMDs

April 9, 2020

Evan, Dan, Ira, and Jim join Paul to discuss the new required minimum distribution

The Investor Coaching Show Cover

<img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209" alt="The Investor Coaching Show Cover" />

Possible Long-Term Effects of Coronavirus

April 8, 2020

Paul, Ira, Evan, and Jonathan cover the details of the Paycheck Protection Program. Then,

Why do you need a financial advisor?

April 3, 2020

Many of us learned about finances through trial and error. No one taught us

The Investor Coaching Show Cover

<img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209" alt="The Investor Coaching Show Cover" />

Budgeting and the New Stimulus Package

April 3, 2020

Paul, Evan, Dan, and Ira discuss the new stimulus package and budgeting. What do

The Investor Coaching Show Cover

<img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209" alt="The Investor Coaching Show Cover" />

Market-Linked CDs and New Required Minimum Distribution Rules

April 2, 2020

Evan, Dan, Ira, and Jim join Paul to discuss the new required minimum distribution

The Investor Coaching Show Cover

<img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209" alt="The Investor Coaching Show Cover" />

Coronavirus and Staying Optimistic

April 1, 2020

Paul, Ira, Evan, Dan, and Jim are in the studio covering current market news.

For more information about what we do, schedule a 15-minute chat with an advisor.

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