The Proof is in the Portfolio: Analyzing Portfolios with Classic Mistakes (Part 2)
October 10, 2024
Today, Paul talks about how conditioned investors are to hear about market updates, speculation
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Paul on News Channel 5’s OpenLine – September
October 9, 2024
The Proof is in the Portfolio: Analyzing Portfolios with Classic Mistakes (Part 1)
October 9, 2024
Today, Paul talks about how conditioned investors are to hear about market updates, speculation
Healthcare Workers Aren’t Confident About Retirement. How Do We Get Confidence?
October 7, 2024
One out of three healthcare workers don’t feel confident about their retirement. This number
What Do 5-Star Broker Ratings Mean? It’s Not What You Think.
October 4, 2024
So you go to a planning meeting and find out that the company is
The Biggest Challenge Facing Investors Right Now
October 3, 2024
Paul got to talk with a bright young financial industry professional who wanted some
Are They Really on Your Side? The Fine Print on Nationwide’s New Heights FIA Products
October 2, 2024
Paul remembers what it was like early in his career working for a large
Paul Asks AI: “Why Can’t People Stand Working With Financial Advisors?”
September 30, 2024
Paul asks AI: “Why can’t people stand working with financial advisors?” Much to Paul’s
Did You Take Econ or a Personal Finance Class in High School or College?
September 27, 2024
Finally, a state has required high school students to take a class on personal
What Do I Do With My 401(k) During a Job Change?
September 26, 2024
A listener wants to know what they need to do with their 401(k) plan
The FED Drops Interest Rates by 0.5% | Annuities and the Rise of Healthcare Costs
September 25, 2024
By now, almost everyone has heard that the FED dropped interest rates last week,
Overcoming the Fear That Keeps People From Investing in the Market
September 23, 2024
Paul starts by sharing his excitement about a big client appreciation dinner coming up