Insurance Companies Penalize You for Needing Insurance
March 29, 2024
More and more people either can’t afford, can’t qualify for, or get dropped from
Tax Planning Through The Four Phases of Retirement (Part 2)
March 28, 2024
How much you save for retirement is important, but what’s more important is how
Tax Planning Through the Four Phases of Retirement (Part 1)
March 27, 2024
How much you save for retirement is important, but what’s just as important is
What Happens When a Financial Decision Comes Before a Moral Decision
March 26, 2024
Evan brings a column from MoneyWatch that talks about what happens when people get
After 2020, Americans Want a Different Kind of Retirement
March 25, 2024
A survey shows that most Americans don’t see retirement as a time to kick
The Industry Is Profiting From Young Investors Who Want To Make a Difference
March 22, 2024
Jim at the Goodlettsville office sent Paul a summit for younger investors held by
This Inheritance Turned From a Gift Into a Nightmare
March 21, 2024
If you’re going to go through the trouble of doing estate planning, you need
Staying Sharp in Your 80s and Beyond
March 20, 2024
Taking care of your mind and body are two of the most important parts
Most Investors Know the Rules of Investing But Their Advisors Aren’t Following Them
March 19, 2024
Paul starts the show talking about how most investors are overweighted in seven large
Slowing Down to Think About Your Purpose for Money
March 18, 2024
Paul, Evan, and James talk about how quickly conversations about money and purpose come
Investment Vehicles: Having a Vehicle for Any Terrain
March 15, 2024
If investing was a race and each day you did not know the location
Warren Buffett in 2024 – The Industry Is Treating the Market Like a Casino (Part 2)
March 14, 2024
In Warren Buffett’s most recent newsletter, Buffett spends time eulogizing his friend and partner,