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Latest episodes

Today, Paul walks through what you need to know to make the right decisions with your employer retirement options in 2025. The IRS has made a few changes to the contribution limits on these accounts. Paul explains these in detail as well as covering topics like matches, savings credits, and an extra catch-up contribution that was added with the SECURE 2.0 Act. Later in the episode, Paul talks about the risk of long-term bonds in your portfolio and why you shouldn’t take blanket advice from financial articles.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


Many proponents of Bitcoin are very excited about what a Trump presidency may mean for Bitcoin prices. Today, Paul needs investors to know that Bitcoin is driven by supply and demand, still has to compete with other cryptocurrencies, and offers no true return on your investment. It’s always going to be worth what someone is willing to buy for it. So while it may be a high-profile time for the crypto market, it is a dangerous time to try to get in and play the crypto game.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


Most investors who are taking money in retirement have a fear of running out. They are afraid that the market will be too volatile and they’ll have to deplete their portfolio when the market is down. Today, Paul wants investors to know about another very dangerous reality: your money losing its purchasing power. Paul looks into the numbers of how markets fare over longer periods and what may happen if you are too conservative and get priced out of a livable income due to inflation.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


Today Paul and Jeff talk about their first impressions after the Paul-Tyson fight over the weekend and they both have the same reaction: This was always more about the money than it was about the sport. Paul brings a clip from CNBC that talks about rampant sports betting and the negative effect it’s having on families’ emotional and financial well-being. The truth is that the investing industry works very similarly to the sports industry. They want you to focus on the drama and story behind their products so they can make money.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Today, Paul brings an article that says, “If you’ve made these five money moves, you will likely have enough money in retirement.” Most of the article seems like a pretty stock description of common investing products and strategies, like maxing out your work contributions or utilizing HSAs (but don’t really prove the article’s main point). As Paul reads on, he quickly notices the article is actually a sales pitch masquerading as educational content. Listen to why articles like these don’t give you a nuanced understanding of your financial situation and how you can ditch these sales pitches and become a more confident investor.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


There are investment companies that will do anything to sell products to investors, even if that means lying about their products. Earlier this month, Invesco was sued and settled for $17.5 million for claiming that over 75% of their investments were ESG during the height of the ESG craze from 2020-2022. The truth was not only was it a lie, but the company had no documented procedures on how to achieve that goal or measure it. Evan talks about how advisors are groomed by the industry to sell products that people want to buy and what you can do to avoid working with them.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


Paul and Evan talk about the unfortunate reality today that nothing on the internet may be as it seems and that professionals go to great lengths to delete bad reviews and engage in pay-to-play opportunities to create fake credibility. Listen along as the advisors talk about a Zweig article that calls out this practice titled, “Financial Guru, TV Star, Bestselling Author? Not So Fast,” and share some questions you can ask to better understand whether someone is credible or not.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


Today, Paul and Evan talk about an article that tells investors to watch out after the election. It claims that markets are overly optimistic and if you really want to know what’s coming you have to look back to 2016. Paul is skeptical of claims like these and counters the whole premise of the article by also looking back to 2016. The reality is that no one knows what’s going to happen, pundits are paid to make predictions, and markets are optimistic because they are resilient. Be on the lookout for the post-election spin from the media and don’t fall for the news. Later in the episode, Evan talks about the surprised and emotional reactions from many Americans, and the two advisors talk briefly about the 5 stages of grief.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


Today, Paul and Evan talk about both the outcome of last week’s election and the workshop Paul hosted on that Thursday. The two big questions on many people’s minds are: “How did this happen?” and “How is this going to affect my retirement and markets?” Paul and Evan cover the Democrats’ tax policies, if markets can keep going up, and how the outcome may affect Bitcoin.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


Today, Paul talks about the outlook for 2025 for contributions to IRAs, 401(k)s, and catch-up contributions. Listen along as Paul talks about how this affects retirement planning, living on an inheritance, and what the phase-out ranges to contributions look like in the new year.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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