One of the world’s largest stock trading platforms has filed for an IPO this month. Paul and Anne talk about the financial disclosures that Robinhood has provided and what they reveal about how this “free” trading platform is making its money. Later in the show, they talk about how some insurers use a customer’s biases to sell them annuities.
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Today, Anne and Paul talk about a growing trend of the ultrawealthy to forgo leaving assets to their children and family. Listen along to hear what the wealthiest people in the world have learned about achievement, fulfillment, and wealth. Later in the show, Paul and Anne talk about the article “If I Can Trade for Free, Why Do I Need You?” from ThinkAdvisor.
Every year, Schwab does a study to determine the amount of money people think they need to be wealthy. Paul and Anne discuss what contributes to the idea of wealth and how the amount of money people think they need to be wealthy dropped in 2021 by $700,000. Later in the show, Paul brings up how Bitcoin affects the level of risk in a retirement portfolio.
Paul shares the two philosophies behind all investing decisions. Everyone adopts one of these philosophies, but most people don’t know which one they hold. In this episode, Paul walks you through the most common myths of investing and how to choose an investing philosophy you can stick with for life.
Get a personalized financial plan by scheduling a free call with one of our advisors here.
After spending a lifetime saving, many families have to consider how to pass along their wealth to the next generation. Today, Paul talks about preparing your heirs and why this topic often gets overlooked in the estate planning process. Listen along to hear some questions you can ask your kids to help them have a better relationship with money.
Today, Paul invites Vince Wilcox, assistant professor and director of the music business program at Trevecca, to talk about an industry that affects everyone in Music City. Listen to the second half of this 2-part interview as they talk about Vince’s book How to Make a Living in the Music Business as well as the music industry programs at Trevecca.
Today, Paul invites Vince Wilcox, assistant professor and director of the music business program at Trevecca, to talk about an industry that affects everyone in Music City. Listen to the first segment of this 2-part interview as they talk about Vince’s career in the music industry, changes in the industry, and how businesses are adapting to a changing world.
Today, Paul and Jim talk about all things related to 401(k)s. With 20-plus years of looking at retirement accounts and helping investors, Paul and Jim explore how to set goals for your retirement and what can derail your plan. Listen along to hear benefits that are unique to 401(k)s and why you should consider investing.
Paul and Jim answer the question of a listener who wants to know more about the funds in their 401(k) plan. They explain the options fund companies have for investors and how they handle some of the most common funds, such as target date funds. Listen along to how Paul tries to maneuver these funds to create a more diverse portfolio.
Get a personalized financial plan by scheduling a free call with one of our advisors here.
Paul finds an article that reveals a common investment trap: greed. Greed drives investors to chase returns and make bad decisions. A survey of 750 investors shows investors expect to make returns above 17%. Paul and Evan talk about why having realistic expectations is crucial to investment success. Later in the episode, Paul and Evan share some of the worst market crash predictions they’ve seen in the last month.