After spending a lifetime saving, many families have to consider how to pass along their wealth to the next generation. Today, Paul talks about preparing your heirs and why this topic often gets overlooked in the estate planning process. Listen along to hear some questions you can ask your kids to help them have a better relationship with money.
Get Podcasts Sent to Your Inbox
Ask The Investor Coach
Submit a question to be answered on The Investor Coaching Show
Note: Depending on the volume and types of questions, we may not be able to answer yours.
Latest episodes
Today, Paul invites Vince Wilcox, assistant professor and director of the music business program at Trevecca, to talk about an industry that affects everyone in Music City. Listen to the second half of this 2-part interview as they talk about Vince’s book How to Make a Living in the Music Business as well as the music industry programs at Trevecca.
Today, Paul invites Vince Wilcox, assistant professor and director of the music business program at Trevecca, to talk about an industry that affects everyone in Music City. Listen to the first segment of this 2-part interview as they talk about Vince’s career in the music industry, changes in the industry, and how businesses are adapting to a changing world.
Today, Paul and Jim talk about all things related to 401(k)s. With 20-plus years of looking at retirement accounts and helping investors, Paul and Jim explore how to set goals for your retirement and what can derail your plan. Listen along to hear benefits that are unique to 401(k)s and why you should consider investing.
Paul and Jim answer the question of a listener who wants to know more about the funds in their 401(k) plan. They explain the options fund companies have for investors and how they handle some of the most common funds, such as target date funds. Listen along to how Paul tries to maneuver these funds to create a more diverse portfolio.
Get a personalized financial plan by scheduling a free call with one of our advisors here.
Paul finds an article that reveals a common investment trap: greed. Greed drives investors to chase returns and make bad decisions. A survey of 750 investors shows investors expect to make returns above 17%. Paul and Evan talk about why having realistic expectations is crucial to investment success. Later in the episode, Paul and Evan share some of the worst market crash predictions they’ve seen in the last month.
Bigger is not always better in the investment world, but investors often feel that the big investment companies are more trustworthy. Paul and Evan talk about the risk that large investment firms take on when they overweight their products with large US tech companies. When the technology industry changes, not only will investors hurt but also the companies who did not properly diversify. Later in the show, Paul talks about a $70 million penalty Robinhood will pay to investors.
Investors get sold on real estate funds because their performance isn’t attached to stock or bond prices. Today, Paul and Evan explain why real estate funds are less diversified than it seems, and why it’s important to understand their liquidity. Later in the show, Paul and Evan talk about the impressive wealth of the baby boomer generation and how it’s going to be passed down through inheritances.
ESG investing is growing in popularity, but is it a wise choice? Does it really make a difference?
Get a personalized financial plan by scheduling a free call with one of our advisors here.
People have been watching in 2021 as lumber prices continue to soar—causing interest and speculation in the investment and real estate industries. Paul and Evan talk about what happened to lumber prices in June and why it’s relevant to all investors. Listen along to hear about how this could affect mortgage rates, real estate inventory, and why commodities differ from equities.
