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Today, Paul finds ten credit score myths you need to stop believing. Listen along to hear some of the common misconceptions about credit scores, what you can do to improve your score, and the purpose of having a credit score in the first place.
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Do you desire retirement peace of mind? Today, Paul talks about planning to reduce anxiety in retirement. Listen along to hear about a new study that shows what people are looking for in retirement and some proven ways to increase peace of mind.
Schedule a call here to see the difference our investment managers can make for you.
Today’s show is about our charitable givers. If you’re looking to increase your giving to get over the standard deduction, you can consider giving to a donor advised fund. Paul talks about how giving to these funds gives you some control and flexibility over your charitable donations, and when you would want to take advantage of them. He also talks about the types of assets that you might consider giving to a donor advised fund, and how they can help simplify inherited assets that you might not want.
Schedule a call here to see the difference our investment managers can make for you.
Everyone gets nervous around the topic of market crashes and downturns. That’s why it’s easy to misunderstand what they are. Today, Paul talks about last year’s market crash, how often market downturn happens and the five craziest moments in the DOW’s 125-year history.
The real estate market is a tough place to buy a house right now. Houses are being sold above asking price, without an inspection, and in cash. Today, Paul and Jim talk about the pros and cons of the question: Should you liquidate a stock portfolio to buy a home in cash? If you’re not looking to buy a home, listen along to hear the pros and cons of homeowners paying off their homes faster or investing for the future.
Paul and his team find an article in the WSJ that claims stock prices start to suffer at 4% inflation. Listen along as Paul talks about how the market fared during double digit inflation in the 70s and 80s and how an educated investor views articles like this one.
When is the best time of year to take your RMD? Paul answers a question from Courtney, who asks about the main considerations for deciding when to take an RMD. Does it matter if the market is up or down?
Studies are showing that most investors are not getting better returns from working with an advisor. This has led to a major DIY investment industry. Today, Paul and Ira discuss how the investment industry makes you feel you’re investing on your own, even when you are not. Listen along to hear why being an educated investor is the key to not taking too much risk.
If money doesn’t buy happiness, then why save it? Today, Paul and Ira talk about where happiness comes from and how money fits into the equation. Listen along to gain some insight why finding contentment outside of your bank account makes you a better investor.
Demand for products keeps going up, and as long as people are interested in buying them, companies won’t be afraid to raise their prices. Today, Paul and his team talk about how companies and consumers are behaving in a world where people are ready to get out and spend their money. Listen along to hear what factors are driving up prices.
