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Latest episodes

Should News Headlines Change Your Investment Strategy?


Conflict in Eastern Europe brought about the largest market drop since the beginning of the pandemic. Paul explains why people who are new to investing should avoid the temptation to change their investment strategy because of headlines. Also, Paul discusses how more seasoned investors can be on the lookout for financial products and firms that will drift away from sound investment principles without informing their clients.

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

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Did You See Any Crypto Ads During the Super Bowl?


The Super Bowl is one the most watched televised events of the year, which means millions spent on advertising and marketing. Today, Paul fills in the gaps on some of the things you may have seen about crypto during the Super Bowl. Listen along as Paul explains why the Super Bowl is a great time to have some fun with friends and watch a football game but a bad time to get investment advice. Later in the episode, Paul dives into a commonly missed part of an investment portfolio.

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The Motley Fool’s Unbelievable Stock Performance


If something sounds too good to be true, it probably is. This week, Paul reviews an ad by The Motley Fool that claims four times more return than the S&P. Paul breaks down how they can say this and why it’s misleading. Paul warns against greed by explaining that the uber wealthy did not get there by getting The Motley Fool’s newsletter but by starting and running successful businesses. Later in the show, Paul reassures a listener who is worried that politicians are going to take Americans’ savings.

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Forcing Policymakers to Have Diversified Portfolios


Anyone can see that people who make policies that favor certain companies while being able to buy stocks in those companies have a conflict of interest. Today, Paul talks about why forcing policymakers to have diversified portfolios is seen as a viable solution. Listen along as Paul takes an opportunity to explain how diversified portfolios are constructed and why they’re good for average investors and lawmakers. Later in the show, Paul explains why having a diversity of funds doesn’t mean you have diversified assets.

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How to Take an Income Out of Your Portfolio (Part 2)


In this two-part episode, Paul and Jonathan answer an investor who asked: “How can I take an income out of my investments without depleting? And should I take an income when the market is down?” Paul and Jonathan use this opportunity to talk about investment products that promise a steady income with no risk, common income misconceptions, and the strategies and concepts that will help you become an educated investor in regard to taking an income out of your investment portfolio. Listen along as the Investor Coach shares insights on how your money works for you.

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

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How to Take an Income Out of Your Portfolio (Part 1)


In this two-part episode, Paul and Jonathan answer an investor who asked: “How can I take an income out of my investments without depleting? And should I take an income when the market is down?” Paul and Jonathan use this opportunity to talk about investment products that promise a steady income with no risk, common income misconceptions, and the strategies and concepts that will help you become an educated investor in regard to taking an income out of your investment portfolio. Listen along as the Investor Coach shares insights on how your money works for you.

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

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Supreme Court Unanimously Rules Against Employer


The Supreme Court ruled unanimously against Northwest University by saying the university provided too many options in their retirement plans. To which, Paul asks, “Aren’t options a good thing?” Listen along as Paul and Arlene cover how this employer had gotten out of control with confusing, expensive investments, what the law states about prudent investments, and what further action needs to be taken for employees to have good options in their 401(k)s.

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Who Made Money on Meme Stocks?


Last year, many investors thought they found a money-making scheme and an opportunity to take down some of the largest investment companies by investing in meme stocks. Today, Paul shares a timely article on the topic and a televised interview with Interactive Brokers CEO to shed light on who really made money from these transactions. Later in the episode, Paul dives into what pushes younger investors to take these kinds of investment risks.

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

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FAANG Stocks in Early 2022


Paul and Arlene talk about how some large U.S. companies have struggled recently and don’t seem set up to provide the kinds of returns people are hoping for long term, even though most investment products and investors are still overweight in this area. Paul covers some recent bumps in the road such as labor participation, consumer trends, and how inflation and currency valuation can create unpredictability between the U.S. and international markets. Later in the show, Paul talks about a record increase in housing prices in 2021.

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TV Is Not a Good Place to Get Investment Advice


Paul breaks down the performance of trendy investments and investments recommended by trendy finance personalities. Paul encourages listeners to review the performance of investments and ask, “Why is someone trying to sell me this?” It may make for good TV or entertainment, but it’s not a path to a secure financial future. Later in the episode, Paul warns investors trying to get rich from meme stocks by explaining who is really making the money.

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

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