When You Diversify Your Investments, You Diversify Your Income Options
September 2, 2024
Today, Paul talks about why a diversified portfolio is great for capturing market returns
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Is a Large Capital Gains Tax Coming for Your Investments?
August 30, 2024
2024 is an election year and with that comes a lot of rhetoric, fear,
The Advisor Promised a 10-year Double Guarantee!?
August 29, 2024
This week, Paul was reading MarketWatch and finds an investor whose advisor put them
This Is the Most Common Mistake Investors Are Making in 2024
August 28, 2024
Investing can feel unnatural and confusing leading investors to make all kinds of mistakes
A Quick Buyer’s Guide to Long-Term Insurance
August 26, 2024
Paul walks through some of the traps and concerns around purchasing long-term insurance. Listen
Understanding a Style Box Will Make You a Better Investor
August 23, 2024
Paul walks through what a style box is and it is used. Listen along
It Doesn’t Matter How Many Records Gold Breaks. It Can’t Beat Stock Returns.
August 22, 2024
The financial media loves to talk about record highs in markets because it makes
Here’s What Yield Curves Are and What They Do
August 21, 2024
Do you know what “yield curves” are? Today, Paul gets a question about them
Being an Educated Investor Is Kind of Boring
August 20, 2024
Today, Paul and Jim talk about how boring it would be for everyone to
Mark Your Calendars October 11th: A Client Appreciation Workshop with Mark Matson
August 19, 2024
Paul has Mark Matson on the show to talk about his experience on national
3 Industry Practices that Take Away from Your True Purpose for Money with Mark Matson
August 16, 2024
Today, Paul has Mark Matson on the show to talk about two sides to
What they don’t tell you on the free dinner mailers…
August 15, 2024