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Latest episodes


Paul and Jim receive a few questions from listeners about 401(k)s. Listen along as they talk about investors who choose to invest in other business opportunities instead of their 401(k) plan through their employer. They cover how to measure success and risk in a business investment vs. their retirement account, the importance of multiple retirement income sources, and why liquidity matters when you’re starting a new business. Later in the show, they address an investor who is afraid the government is going to take away 401(k)s from investors.

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


Global investors are caught up in China’s real estate crisis. Evergrande, China’s second-largest real estate company, is in serious default with their debt. Paul and Ira talk about investing in countries like China, how advisors let their investors take on too much risk, and why advisors and investors who chase growing markets, companies, and products usually never get the returns they hope for.


Low interest rates are making investors bored of bonds. However, the real estate market is quite hot. Today, Paul and Jim discuss an article brought to them by an investor about the benefits of real estate investments in your portfolio. Listen along to hear Paul explain why real estate investments are fundamentally different from bonds, how they perform against other asset classes, and why PWI does not offer them to investors.

Get a personalized financial plan by scheduling a free call with one of our advisors here.

The S&P 500 dropped over 1000 points on Monday, the real estate prices are still moving upward, and taxes and inflation are on investors’ minds. Paul shares a unique perspective on our markets and economy and tells investors why he’s not concerned yet and what factors we need to pay attention to on “The Dan Mandis Show.”


Paul finds an article encouraging advisors to turn to alternative assets instead of bonds in their portfolios to boost performance. Listen along to hear a foundational mistake people make about bonds and why Nobel Prize-winning research does not support these claims about alternative assets. Later on the show, Paul explains how market prices might go up but market value might not.


Investors ask Paul why PWI doesn’t invest in funds from the biggest fund companies. Paul and Ira answer the question, talk about how two popular fund companies capture asset classes, the issue with offering actively managed funds, and how their highest-performing products aren’t what they seem. Later on the episode, Paul takes a look at the data that shows the true value of these popular funds.


Paul and Michael continue their conversation about setting the right expectations for retirement. On the last episode, they shared common obstacles in making the transition to retirement. Today, they cover making a plan for retirement that goes beyond investments. Listen along as Paul asks foundational questions that help create meaning in retirement.


We often think about retirement in terms of replacing a paycheck, but we don’t think about replacing all the other aspects of professional life. Today, Paul and Michael talk about preparing for retirement, the common traps and expectations, and what research shows about how to have a fulfilling retirement.

Get a personalized financial plan by scheduling a free call with one of our advisors here.


A slew of tax proposals are being laid out to generate income for federal government programs. Today, Paul talks about why Biden’s inheritance tax proposal will likely be scaled back and how these taxes affect investors and their assets. Later in the show, Paul talks about the danger of people who give advice but don’t have to be accountable for what they say.


People have gone to the Bible for thousands of years to gain wisdom, knowledge, and understanding about life’s most pressing issues. Paul spends some time answering the question: Does the Bible teach anything about investing? Listen along to hear a financial advisor’s perspective on what the Bible says about investing.

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