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Paul explains why meeting your retirement savings goal is only the first step toward a long and successful retirement. Listen along as Paul teaches about the dangers of running down your portfolio, how to take an income in retirement that will last your whole life, and why investments that promise no risk to principal won’t provide you with the returns you need toward the later years of your life.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
We’ve all heard stories about someone losing their money in a market downturn. The financial news outlets often explain market downturns as an omen of financial crisis. Today, Paul works to rewire your thinking around market downturns. Instead of focusing solely on the loss, Paul encourages you to slow down as he describes what historically happens in the first few years after market downturns. Listen along to hear about how downturns are a part of a larger market trend. At the end of the episode, Paul shares how you can look at your statements and know if your investments aren’t properly diversified.
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Today, Evan answers a question about an investor’s 1099. Ira wants to know why the investor’s full RMD is listed as taxable even though half of the money went directly to a charity. Listen along as the team breaks down why the 1099 is correct and what needs to be done when filing taxes in a situation like this. After that, Evan shares updated mortality tables from the IRS about RMDs for different account types.
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Today, Paul and the team talk about a popular WSJ article from last week titled “Fidelity, Once Stodgy and Adrift, Bets on Reddit Crowd.” Listen along as the team explains why the company was struggling and needed a rebrand and why playing to younger investors is not a good formula for a secure retirement. Later in the show, Paul shares about Bitcoin’s recent correlation with the NASDAQ.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
This week, Paul chats with an investor who has been investing in bonds with higher interest rates to try and get higher yields. Paul teaches about bond premiums, inflation, default risks, and why these higher interest rates on bonds expose investors to problems that are hard to see when you’re buying them. Later in the episode, Paul explains why some investors disagree with his investment philosophy in general.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
The default investment of most 401(k)s is target-date funds. If you’ve been automatically enrolled in a 401(k) plan or chose a default based on your age, a target-date fund is likely where your retirement money is being invested. Today, Paul continues his education on target-date funds by sharing their flaws, their performance compared to other options, and how they can hurt investors—particularly younger investors. Listen along to learn how to make more informed decisions in your 401(k).
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Paul fields a question from a finance professor about a recent video he did evaluating different market segments based on their price-to-book ratios. The listener wanted to know if an equally weighted index would perform better than a cap-weighted index because large growth stocks seem to be high compared to historic norms. Listen along as Paul explains that while an equally weighted index might technically keep you from over investing in an asset category that may experience a correction, its costs and risks don’t make it an obvious choice. Later in the show, Paul explains why fund companies can be dangerous to trust blindly.
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January has been a dark month for crypto investors as a recent crash erased more than $1 trillion in the crypto market value. Paul and Evan explain why crypto is struggling and why crypto hasn’t provided a key benefit investors hoped—being an inflation hedge. Later in the episode, Paul and Evan talk about $140 billion worth of Bitcoin lost due to forgotten passwords.
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This week Paul had a few people reach out after an investment expert warned of a super bubble in the market about to pop. Listen along as Paul and Evan dive into the current state of markets, what Paul considers a bubble, and why you should be skeptical when you hear experts talk about “the market.”
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Today, Paul covers a psychological hurdle that hurts almost 98% of all investors and what to do about it. Listen along as Paul uncovers how the mind often works against an investor’s best interest and why understanding yourself leads to greater success in your goals. Later in the episode, Paul talks about why small growth indexes seem to underperform.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
