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Latest episodes

Understanding the Direction of the Market


You can find a financial headline that reinforces your feelings about the direction markets are headed. So how can you make sure you’re getting reliable information? Today, Paul looks at two different headlines he found this week that told two different stories. Listen along to hear what principles you need to not be thrown to and fro by financial headlines. Later in the show, Paul shares a recently uncovered scam that took millions of dollars from elderly investors.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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Is There a Case for Indexed Annuities?


After diving into annuities last week, Paul finds an article that makes a case for indexed annuities. Listen along as Paul goes point by point through the article, providing some missing insights and information to give investors more clarity about this product. Later in the show, Paul addresses investors who are worried about the market’s future direction.

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How “Sophisticated” Investors Get Duped


Paul shares an article today that dives into the misfortune of venture capitalism and private equity investors. Listen along to hear what private equity investment is, how it differs from investing in the market, and why some of the greatest business minds and wealthiest investors aren’t good investment role models. Later in the show, Paul talks about why rent is up in the real estate market

Start your journey to relax about investing by scheduling a call with one of our advisors here.

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Did the Pandemic Change Baby Boomers?


Due to changing priorities during the pandemic, the baby boomer generation may be choosing to retire earlier even if it means a more modest retirement. Today, Paul, Anne, and Jonathan talk about a study of baby boomers and how the changes in the way we work, live, and spend affect this generation’s expectations of retirement. Paul shares some mistakes baby boomers can’t afford to make in retirement. Later on the show, Paul talks about a new company coming to Tennessee.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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Rising COLAs May Not Mean Rising Benefits


The Social Security COLA is set to rise by 6% next year—its highest increase since 1983. Listen along as Paul and his team break down the various parts of Social Security payments and how taxes, insurance premiums, and inflation could negatively affect a recipient’s benefits.

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Pulling Back the Curtain on Annuities


Have you ever wondered how annuities are created? Paul and his team pull back the curtain on these financial products in one of the most thorough episodes on annuities to date. Listen along to hear how insurance companies can invest your money, what they can and cannot guarantee, and how they can tangle up your assets when you might need them most.

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Can You Put Bitcoin in Your Roth IRA?


Today, a listener asks: “Can you buy Bitcoin in your Roth IRA?” Listen along as Paul explains how the tax advantages of Roth accounts can be a powerful tool for investors and why investing in Bitcoin is taking on risk you’re not getting paid to take. Later on the episode, Paul talks about big fund companies lowering their management prices and why you shouldn’t get too excited.

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Can You Survive a Market Downturn?


Paul addresses a listener’s concern about market downturns and crashes. Listen along as the Investor Coach walks through the last three market downturns, why they happened, and if your retirement investments can survive a market crash. Later on the episode, Paul talks about inflation raising the Social Security COLA by the highest rate since 1983.

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Pursue Investor Education

Pursue Investor Education

Pursuing education regarding your investments protects you from blindly trusting your advisors and the financial media. Today, Paul and Ira share two workshops that Paul taught in September, one on debt and one on decoding the investment industry. Listen along to hear Paul share some highlights from each and how you can get free access to investor education.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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A Blow to Cryptocurrencies


Countries around the world are beginning to regulate cryptocurrencies, and it’s having an effect on their performance. Paul and Ira talk about why the future of cryptocurrencies is in question. Listen along to hear how many cryptocurrencies have failed in 2021, why governments are regulating them, and how government-backed digital currencies could hurt crypto investors.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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