Today, Paul talks about a dropped lawsuit that the SEC filed against Robinhood and walks through a shameless plug that touts Robinhood’s superior “engineering” and “offerings.” Paul wants investors to not fall for companies like this that seem advanced and new. The truth is Robinhood is successful because it’s good at selling investments to people, not because investors are becoming successful on their platform. Listen along as Paul outlines the risks and problems with trading companies like these.

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What moves the market? It’s unpredictable events and information, much like the tense meeting between Trump and Zelensky in the Oval Office last week. Today, Paul talks about some of the psychological aspects of those meetings and why news events like these leave both sides more entrenched in their beliefs than before through something called confirmation bias. Listen along as Paul tries to bring some perspective to an emotionally charged event and explains why any number of unexpected events could come along, shaking up markets and completely ruining market timers’ plans.

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It’s easy to help investors who have been hurt and are unsure what to do next but don’t want to blindly trust the investment industry any longer. It’s much more difficult to help someone who is living in their own little investment paradise, watching their portfolio go up, and not realizing that they are much closer to disaster than they realize. Today, Paul talks about how you can train yourself to look inside your portfolio to see if you have investments that can weather the storm or if you’re actually pretty close to getting stranded on your financial island paradise.

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Today, Paul talks about how mainstream investing philosophies push all investors into fear around money. It all revolves around the idea that your effort and knowledge of markets can give you a competitive edge and lead to better outcomes. This belief leads to constantly tracking news and markets and never truly being able to relax about money. Listen along as Paul shares why this method doesn’t work and how it’s even made its way into schools, financial institutions, and news organizations. Later in the episode, Paul shares why success and returns can actually harm investors and make it harder for them to get out of risky situations.

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You work hard for your money. So shouldn’t you be entitled to keep some of it? Today, Paul talks about saving as a habit and a mindset around respecting the work you do and the money you earn. Listen along as Paul explains how you can practice saving at any amount and what you can do with the money to keep yourself from dipping into it because you have easy access to it. Later in the episode, Paul shares an interview where an annuity salesperson convinced investors to substitute bonds in the portfolio for fixed-index annuities and why investors should run, not walk, away from people who offer investment “hacks” like this.

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The biggest fear of investors is running out of money during retirement. Imagine this: You’ve been retired for years, the market is down, and you can’t go back to work. Suddenly, a salesperson appears, offering a “safe” investment. In this episode, Paul explains why products like CDs and annuities can actually increase the risk of you outliving your money and why you shouldn’t believe you’re too old to survive another market downturn.

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Today, Paul and Charles Alexander continue their conversation about having purpose in a world that loves to be busy. Listen along to hear a long-time business owner and a business coach talk about how to discover what is most effective about your business and give some practical tips to see if you’re spending time on the things that matter most.

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Financial firms keep annuities in their back pockets until markets go down. Investors get afraid of the market downside and turn to financial institutions for help. The result is salespeople cashing in by selling commission products that promise guaranteed returns and no downside risk. Unfortunately, regulators don’t keep people from falling into this trap. Paul and Evan talk about how dangerous annuities can be when used incorrectly and why you need an advisor who won’t take advantage of your emotions.

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Robinhood, the well-known trading platform, recently announced significant profits, primarily fueled by cryptocurrency trading. This news highlights how trading companies are capitalizing on the crypto craze, while individual investors bear the brunt of the risk associated with these speculative assets. Paul and Evan warn investors that despite crypto’s potential benefits, investors must recognize that the current landscape favors trading platforms, not those who are investing in the digital currency. Later in the episode, Evan shares a personal finance challenge that could help you stick to a budget and reach your goals.

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