This episode breaks down one of the most confusing parts of investing: retirement accounts. What’s the difference between a 401(k),...

When people say “the market is down,” they may not be telling the whole story. In reality, there isn’t just...

Many investors are familiar with stocks, mutual funds, and CDs, but bonds often remain one of the least understood parts...

A client calls Paul unsophisticated because he doesn’t actively use a specific Social Security analysis software or push clients to...

It’s a common misconception in the investing industry that bigger is always better. If someone manages $85 billion in investments,...

You go through two different phases with money in life. In the first phase, you work for money. In the...

Does your adviser believe that it’s their job to make sure you’re in the “right” part of the market at...

One of the most common investing questions is: How should my portfolio change as I get older? The answer isn’t...

There is an entire side industry in the investing world that teaches advisers how to give free dinner workshops and...

After all the hype over SpaceX in the last few months, some investors were convinced they should break a basic...

An investor works really hard to live off a side hustle, maximize saving, minimize spending, and retire by 25. Sounds...

Today, Paul shares a lot of rhetoric around why first-time homebuyers can’t get into a home. Most people think that...