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Today, Paul invites Michael Sharpnack onto the show to talk about some common misconceptions about how to take an income in retirement. Listen along to hear why diversification becomes even more important in retirement because the purpose of your investment changes from accumulating assets to taking an income.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Today, Paul invites Michael Sharpnack onto the show, where the two talk about their trip to the Murfreesboro office and about some of the common misconceptions that get thrown around during downward market volatility that keep investors afraid of investing. Listen along to hear these two advisors expose how financial companies and media use investors’ fear and paint an unclear picture of what is happening in markets right now.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Today, Paul invites Dan Hill on the show to talk about the growth that Murfreesboro has seen over the years and two town hall meetings coming up to support investors in that area better. The two advisors talk about the many wonderful tools that have been developed over the years that PWI uses to address investors’ biggest concern: Is all this saving and investing really going to keep me from running out of money in retirement?
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
So many people are talking about tariffs and trade negotiations and trying to make sense of it all. Today, Paul explains how tariffs work in a free market economy and also shares a few examples of where financial news pundits are getting it wrong. The bottom line with the news right now is this: Don’t get roped into the emotional side of this and let fear or greed lead you into making changes right now. Education is the best way to understand what is going on and get out of the emotions that are driving financial institutions and investors.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Paul talks about how managing taxes in your financial plan is much more complex than most people realize. Listen along as Paul provides some education about the kinds of taxes you need to think about when investing and why paying taxes in retirement may actually be more advantageous than paying them during your highest earning years.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Many investors want to know that they will have enough money saved for car and home purchases and their retirement incomes. Today, Paul discusses how much of financial planning is about being able to track your goals and make sure you are reaching the milestones that will help you accomplish those goals. Listen along as Paul talks about the philosophy of tracking financial goals and shares some helpful tips for people who are taking an income in retirement and still need to save for larger purchases.
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Dan Hill joins Paul on the show to discuss how current tariffs and the uncertainty surrounding large U.S. stocks are causing a mild panic in the world of investing. Dan shares how investor education has impacted his clients, and the two advisors dive into a conversation about diversification and downside market volatility.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Today, Paul addresses the reactions of markets and financial news to the announcement of a new round of tariffs at the beginning of the month. Listen along as Paul explains why market downturns are not massive “sell-offs,” are not indicators of the economy, and are not a good time for you to reevaluate the risk level of your portfolio.
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Today, Paul talks about how congressional budgets carry a lot of hope or frustration that can work itself into short-term market trends. When you take a closer look, you’ll notice that the programs that promise big revenue for the government or the programs that seem likely to balloon the national debt don’t actually have real outcomes that live up to the hype. Listen along as Paul shares his thoughts about the Congressional Budget Office.
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Giving daily market updates or outlooks, providing tactical investment advice, and speculating about how companies will respond to current events are all just coded language for market timing. Today, Paul shares some advice he heard given on a trusted investing show by a professional who represents a large management company. The problem is that the advice is just flagrant market timing. Listen along to hear how the investment industry has been taken over by a market timing epidemic and tried to hide it with different language. Later in the episode, Paul talks tariffs and addresses the question: “Is America anti-European?”
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
