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Latest episodes

Why Paul Doesn’t Recommend Mid-Cap Stocks


Paul answers a question from a listener who wants to know why Paul doesn’t include mid-cap stocks when capturing asset categories. Paul shares the research that tracks how the size of a company affects its performance in each category since 1927. Paul shares why large and small companies diversify better than mid caps, and help with taking an income in retirement. Later in the episode, Paul shares an article about how investors who have already retired can make the most of their retirement savings to explain what they miss and what they got right.

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Young Investors Should Be Skeptical of ESG Ratings


Paul and his team dive into an investment trend that is aimed toward a younger generation. Listen along to hear how the socially responsible investing trend can create more risk and less returns for investors and why social and sustainable investments don’t guarantee a more profitable or sustainable world. Later in the episode, Evan explains the advantage of an UTMA account for saving money for minors.

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Could Russia Use Cryptocurrencies to Bypass Sanctions?


Paul and his team talk about how Russia could use cryptocurrencies to bypass sanctions. Paul warns that what was seen as a plus for these currencies may very well cause countries to place greater restrictions and regulations on them, driving down their value. Listen along to hear Evan share an example of how crypto sellers market to investors. Later in the episode, Paul asks Evan to share some of his perspective on the current conflict since Evan served in the military.

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Let Equities Work for You During Uncertainty


Paul welcomes three certified, degreed planners on the show to talk about why investors should resist the urge to run away from a Nobel Prize-winning philosophy on investing toward “safer” investments. Listen along as they cover why getting out during a downturn is so damaging, how owning stocks can give you the power to overcome inflation, and why you’re not too old to survive uncertainty. Later in the show, Paul reminds investors of some of the tumultuous headlines from the last hundred years and how the market persisted.

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Watch Out for This Life Insurance Sales Tactic

Michael shares a personal experience with an insurance salesperson after Michael’s term policy was up. Michael and Paul talk about how you can get sold a whole life or annuity product without the salesperson ever mentioning them by name or mentioning the commissions they make. Later in the show, Paul talks about how an expert in long-term care and aging had to file bankruptcy due to care costs for her parents. Listen along to hear some advice on how you and your family can become prepared for long-term care while avoiding harming yourself financially.

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Pension Owners Should Consider More Retirement Savings


The state of Kentucky has brought to light some important issues for public pension owners to consider with the news that the Kentucky state pension is only 16% funded. Today, Paul and Michael talk about who is covered by pensions and why public servants such as teachers, policemen, and firefighters should view their pension as only part of a retirement savings plan. Later in the show, Paul and Michael warn about insurance products as accumulation vehicles.

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Saving for the Future


The future is a hard thing to think about; even so, doing what you can to give your future self more options and opportunities is very important. Today, Paul talks about saving and investing and the power it can have on your life in the future. Listen along as Paul shares the biggest deterrent to having more financial confidence in the future.

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Beating the S&P 500


Beating the S&P 500 seems to be the measure of success for many trendy financial products and companies. Paul shares why the S&P 500 isn’t enough for most investors to have the retirement they want. Listen along as Paul shares a complete breakdown of how a portfolio’s performance can improve as you add more diversified investments to it.

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Democrats Hoping to Make a Dent on Inflation


Today, Paul addresses how complex the economy is and how politics play into it. Listen along as Paul talks about Democrats hoping to make a dent on inflation before the midterms and why market pricing efficiency makes it difficult for either party to manipulate the economy for their benefit. Later in the episode, Paul reminds listeners why gold isn’t what the financial media makes it out to be.

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Billionaire Investor Comments on Meme Stocks


Legendary investor Charlie Munger, at 98 years old, came out and said meme stock investing is “like a drunken brawl.” Paul spends some time explaining how this investment trend started, why we should listen to Mr. Munger on this issue, and what is really happening to meme stock investors. Later in the episode, Paul shares an unpopular opinion about inflation and stock performance.

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