Today, Paul talks about how the current political climate is favoring international companies and the bad advice that is coming from large management companies and pundits. Listen along as Paul explains how markets get priced and why confident investors should be unfazed by seeing sectors performing differently against one another over time. Later in the episode, Paul talks about an insurance company that got dragged to court for offering a fixed-index annuity with proprietary indices.

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Did you know that 50% of people in the U.S. don’t inherit anything from friends or family? Today, Paul talks about why waiting for an inheritance is not a financial plan and why some people who believe they are getting an inheritance are in for a rude awakening when they realize how some older investors are investing in CDs and annuities and using other head-scratching strategies.

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For years investment experts have touted the power of the Magnificent Seven, the seven largest U.S. companies that dominate funds and portfolios, until in March we saw a sharp decline in the prices of this segment of the market. These experts have quickly pivoted to rebrand these companies as the “Maleficent Seven.” Today, Paul talks about why diversification can feel boring when these companies seem to be soaring, but why it is better for investors in the long-term.

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Today, Paul talks about a common philosophy for choosing investments that rarely works. It’s easy as an investor to look at the trends or technology that we believe will drive earnings in the future and invest in those first. But who made more money during the gold rush, the people looking for gold or the people selling pickaxes? Listen along as Paul explains why AI investments are more likely to line the pockets of trading companies than pad your retirement account. Later in the episode, Paul debunks an article that claims Social Security is failing and speculates about how the government might consider privatizing the program.

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Today, Paul and Evan talk about growing old together and the unique challenges that arise when two people age differently and develop separate medical needs. Listen along as these two advisors share how difficult but important it can be for people to consider and plan for their long-term care needs instead of putting them off until they can’t avoid them any longer.

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With more and more major retailers making their way into the retail investment craze, it’s important to realize that investing is becoming more and more like gambling every day. Paul and Evan talk about an article that describes how sports bettors are getting pulled into the investing world and have the ego to believe that investments are easier to bet on than sports. Listen along as the two advisors break down how profitable this is for these companies and why this cultural shift around investing will create a lot of financial hurt moving forward.

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Paul and Evan share an insider’s look at a recent conference they attended and get into a great conversation about how evidence-based investing protects their clients from risk. They address a common problem that sucks people into working with large investment firms: The firms sound like they are evidence-based, but they are really engaging in market timing. Listen along as these two advisors talk about how these companies use terms like “rebalancing” and how their performance data doesn’t actually have anything to do with the quality of their investments.

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Paul and Evan begin by discussing an opportunity Paul had to invite the band Essex County to the office this week. Paul shares how assisting others with their business and financial needs can create valuable connections and opportunities to appreciate individual talents and passions. Then, Paul and Evan pivot to talking about a rough month for large U.S. companies as tariffs have changed the game for many companies, causing undiversified investors to lose trillions of dollars. Listen along as these advisors talk about why being properly diversified between international and U.S. companies should always be a priority.

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