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Latest episodes

Building a Budget With Brian Koonce


Whether you’re looking for a better understanding of your monthly expenses or you have received a large sum of money and don’t know what to do about it, having a spending plan is an important part of being relaxed about your money. Paul brings on Brian Koonce, who has experience guiding people in their spending plans, to talk about budgeting. Listen along as Paul and Brian talk about why budgeting can be an emotional topic and some guiding principles that can help people who are just getting started all the way to people who are wealthy and retired.

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

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Starting a Financial Plan With Chad Henson (Part II)


Paul and Chad continue the conversation about what a financial plan is and how you can get the process started. Paul has Chad walk specifically through his planning process with a new client from the beginning as they demystify the planning process. Listen along to hear why it’s important to have someone who knows your goals and your financial situation and can help you avoid any pitfalls as your needs change.

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Starting a Financial Plan With Chad Henson (Part I)

Chad Henson returns from some time off, and he and Paul dive into a conversation about how planning for retirement and a vacation can be similar. Paul has Chad walk specifically through his planning process with a new client from the beginning as they demystify the planning process. Listen along to hear why retirement is too important just to hope everything will work itself out. You need to have someone who knows your goals and your financial situation and can help you avoid any costly mistakes.

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

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Real Estate Dangers


As the interest rates change and prices stay high, owners, investors, and renters are trying to find a way forward without making costly mistakes. Today, Paul talks about some more popular ARMs and how they compare to the products we saw in 2008–2009 and how the changing landscape is causing tensions between renters and rental owners. Listen along as Paul explains why real estate investing isn’t the same as investing in the market.

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

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How to Break the Inflation Cycle


As much as we hear that inflation is here to stay, some evidence suggests U.S. inflation is slowing. Paul and the team talk about why changing your investing habits during inflation is market timing and how companies and consumers can adjust and break the inflation cycle. Later in the show, Paul breaks down another frustrating Social Security bill that seems to be a benefit expansion disguised as a way to keep the program funded.

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

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Emerging Markets and Investing in China

Paul fields a question of concern about investing in emerging markets, especially when countries who don’t follow some basic tenets of free markets, like China, are included. Today, Paul and the team explain the principles around investing in foreign and emerging markets, why you may see investment in China in your portfolio, and if you should be concerned. Listen along to hear about some biases Americans have when they invest in foreign markets and why the market styles (both established and emerging) expose investors to different opportunities.

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Being Smarter Than Executives and Business Leaders


A lot of people struggle with the idea that they aren’t intelligent enough. Today, Paul shares an article about how some of the brightest people make some of the biggest mistakes. Listen along to hear why there are different kinds of intelligence and how they don’t all translate well to the world of investing. Later in the show, Paul talks about why wealthy investors shouldn’t be imitated after they invest more heavily in private equity.

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Do ESG Funds Need More Disclosures?


The SEC considers more disclosures for ESG funds to help investors have better expectations of these types of products. Paul uses this opportunity to teach how ESG labels undermine a basic principle of investing. Listen along to hear why you should avoid these funds when possible and if Paul thinks these disclosures would help investors.

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Do Inverted Yield Curves Signal a Market Downturn?


Today, Paul explains what an inverted yield curve is and provides some research about whether they signal a market downturn. Listen along to hear how often this circumstance leads to long-term lulls for investors and how to tell the difference between a market pattern and anomaly. Later in the show, Paul and Evan share the drama unfolding around ESG investing by sharing how the state of Texas sent letters to banks and financial firms asking them to disclose if they invest in energy companies and how Tesla got removed from the S&P ESG Index.

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

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Are Cryptocurrencies Worth Anything?


Evan shares a story about some investors who were once very vocal about crypto and now don’t mention it at all. This starts Paul and Evan on a question that applies to all investments, but especially looms over cryptocurrencies: How do you calculate the true value of something? Listen along to hear how people often think of value in investing, as Evan honestly asks, “Are cryptocurrencies actually worth anything?” Later in the show, Paul explains why jumping into municipal bonds or commodities doesn’t make your investments safer during downturns.

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

Listen Here →

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