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Talks about finding ways to enjoy a tax-free retirement are growing as some financial firms and planners try to coax investors into strategies based on their feelings about taxes. Paul admits that no one enjoys paying taxes, but some strategies for a tax-free retirement ignore sound investing principles, while others just have you paying more in taxes before you retire.
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“The Top Stock Funds of 2024.” This is the title of an article in the Wall Street Journal. On the surface, it sounds like a list of funds you should know and be invested in. Paul explains why investing doesn’t work this way. If you see a list like this, the best thing to do is walk away before you get baited into an emotional investing decision.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
When you buy a home with a mortgage, the bank often requires you to purchase homeowners insurance to protect them and you from disaster. This week Paul looks at how the most expensive wildfire in the history of the United States is being made worse by an insurance market that is dropping customers who have been paying for decades. Later in the episode, Paul talks about why the financial media just can’t resist using interest rates to predict the future of markets and the economy.
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Paul starts the episode by talking about some innovations with nuclear power and some real estate experts trying to make predictions about the housing market. He then segues into an article that shares a “New Year’s Financial Checklist.” Listen along as Paul looks through this list and tries to help you get your financial castle in order in 2025.
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Today, Paul talks about the two choices you have with tax-advantaged accounts: which one to choose and what investments you choose to put inside of them. Paul explains why lower-income earners may want to take advantage of ROTH accounts and why low-cost/low-fee investments are less important than diversification.
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Today, Paul pulls out a Kiplinger article where a UBS Global Wealth Manager goes on the record saying that they like “energy and consumer staples” for investments in 2024. A quick look after 2024 reveals that this area did go up, but it performed very poorly in comparison to most market segments. Paul wants you to know that confident investors don’t look to change their investments in the new year and don’t follow the countless companies that are gambling and speculating with people’s hard-earned money.
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There is a lot of financial news and education fighting for your attention in the world. Most of it is made by people who get paid to keep your attention and to sell you products or people who have bought into the industry’s lies about what it means to be a confident investor. Today, Paul shares his goal for “The Investor Coaching Show” in 2025 (and every year): to look at the financial news of the day and make sense of it so you can avoid common investing traps.
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Apparently, investors think markets are going to go up and pundits agree. Paul and Evan talk about how markets get priced, what you might expect from markets when the fear about the future drops, and why this kind of rhetoric is a major distraction from relaxing about money.
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Today, Paul and Evan have a great discussion about buying homes in a market with high home prices and interest rates. Paul encourages potential home buyers to be cautious and explains why the standard advice to “own at all costs” is actually an emotional trap. Listen along as Evan talks about the stigma of renting and why interest, property tax, sales commissions, and real estate markets make the decision to buy a home more complex than some would lead you to believe.
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Someone on CNBC is already saying, “If the market doesn’t rally in the next four days, that historically indicates a tough January for markets and that you may want to consider X, Y, Z strategy and staying up-to-date on what’s coming.” Paul and Evan try to count how many “weasel words” they said and discuss how pundits use “historical performance” to entice people into watching television and making emotional decisions about investing. The bottom line is this: Confident investors tune all of this out.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
