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Inflation is pushing the value of the dollar down, but markets can be volatile, and it can be difficult to pull money out for income when stocks are down. Today, Paul talks about an asset mix that has historically been a great income solution for properly diversified investors.
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“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” This quote is often attributed to Albert Einstein and is the driving force behind the new Invest America Act proposed by Sen. Ted Cruz in early May, which would give each American born $1,000 at birth in an investment account that could be added to over the years and taken out of when they are an adult. This idea has been praised by many, and Paul even admits it is a tempting proposition, but there is a problem with the bill that few are talking about. With the government investing billions of dollars into large U.S. companies each year through this law, would the government be able to use its investment to gain leverage over and coerce companies by threatening to invest elsewhere?
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Today, Paul talks about how to overcome some of the first challenges around saving and investing. Listen along to hear Paul cover the mindset shift that helps many go from living paycheck to paycheck to saving and making their first investments. Paul spends the second half of the episode helping those newer to investing get educated about the most common strategies that get sold and why those strategies leave investors’ money more at risk than a properly diversified portfolio.
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Today, Paul reflects on the work of Jonathan Clements, an author and former writer for The Wall Street Journal, who has not stopped trying to leave a legacy amid a terminal cancer diagnosis. Listen along as Paul explains why it is so important to have voices like these in the investing world and why the concept of market efficiency is the foundation that you build many other investing concepts on top of.
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Paul and Evan open the show talking about how tax law changes have affected the way you take an income from certain investments over the last 50 years. They then pivot into a conversation around tariffs and changes in global trade that could create new opportunities and challenges for jobs as we see technology change the way that businesses innovate and operate.
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Today, Paul and Evan talk about a tax bill the Trump administration is calling the “Big Beautiful Bill” and share some details about certain tax increases and credits that are likely to be included. Listen along as the advisors share an honest and level-headed discussion about these items and why they are not encouraging the public and investors to get too excited or scared about it, because legislation can always be changed and isn’t the determining factor in relaxing about money.
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If you search the internet for the average return of the S&P 500, you’ll likely get some very different answers. If the average return of your portfolio is off by even 1%, you end up with very different incomes in retirement. Today, Paul and Evan cover this topic at length and share why looking at the 30-year periods of the market will make the picture clearer. They also explain how we can use this kind of information to see that properly diversified portfolios outperform both large U.S. funds and total market funds.
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Searching your symptoms online can be a frightening experience, often leading you to seek professional medical advice. Similarly, Paul Winkler and Evan Barnard discuss how investors can be misled by unreliable or biased information online, resulting in a misdiagnosis of their financial situation. Listen along to hear these investors talk about how the internet as a whole paints a skewed picture of markets and how AI is making it even more difficult for investors to navigate.
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In the world of investing, there are multiple ways to engage in the trap of market timing. Today, Paul and Evan talk about how flexible markets and capitalism can be and then segue into a conversation about why trying to pay all of your taxes now, when your income is higher, can make a “tax-free” retirement more expensive in the long run. Listen along to hear why these kinds of ideas are more about advisors trying to get new clients than they are about you reaching your income goals in retirement.
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Companies have spent countless amounts of money convincing investors that investing is getting out before the market goes down and picking the companies that are going to have the best returns. Paul and Evan share that the financial industry can be such a hard place to navigate because investors have been trained to believe that advisors and fund companies can give them something that doesn’t exist. Listen along as these advisors explain that the alternative to the messages in these marketing campaigns is an academic approach backed by a century of data and Nobel Prize-winning strategies.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
