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Latest episodes

Popular REIT Commercial: Is It Too Good to Be True?


Paul fields a question from a listener about a popular real estate investment trust (REIT) product advertisement. Is it a scam? And if so, how do you refute the claims of the ad to your friends and family so they don’t make a mistake? Listen along as Paul plays through the ad and provides commentary on the product and what investors need to know about REITs. Later in the show, Paul explains the difference between value and growth companies.

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I Bonds and a New Tax-Reporting Requirement


A listener asks if inflation is good or bad for buying I bonds, the IRS has a new tax-reporting requirement for companies such as PayPal and Venmo, and an investment firm targets younger investors with questionable funds. Listen along as Paul and Anne cover these topics and explain how they could affect investors.

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How Annuities Hurt Investors Who Have Longer Retirements


Today, Paul shares two forces that will hurt annuity owners the later they get into retirement. Listen along to hear why annuities either won’t protect you against inflation or will be so costly that you might be dependent on others later in life. Paul wants you to be educated on this complex product so you can see through the sales pitch and see what retirement could be like with an annuity.

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Learning About Retirement From ‘The Golden Girls’


Last week people from across the world came together to honor Betty White and celebrate her hundredth birthday. Paul and Anne take a moment to reflect on Betty White’s long life and the legacy of “The Golden Girls.” Listen along as Paul and Anne talk about how the show addressed important retirement topics such as family dynamics, long-term care, loneliness, part-time work, American independence, and finding purpose and community. Later in the show, Anne shares 10 habits consistently found in people who live to be 100.

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Investors Sued Two Celebrities for Alleged Crypto Scam


Investors sued Kim Kardashian and Floyd Mayweather for an alleged pump-and-dump crypto scam that saw the cryptocurrency lose 97% of its value. Today, Paul talks about how these kinds of scams have been happening for a long time and why celebrities and wealthy people can unknowingly mislead investors because they are uneducated themselves. The solution is to be an educated investor.

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Target-Date Funds May Hamper Your New Retirement Goals


It’s a new year and a new opportunity to recommit to some of your retirement goals. Making new goals is helpful, but the investments you choose are also important. Today, Paul warns investors not to make the quick and easy decision of investing in target-date funds. Listen along to hear what research shows about these funds and why one-size-fits-all investments tend to fit nobody. Later in the episode, Paul shares a few more things to consider when choosing your asset mix.

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More People Are Trying the RV Life


You may be hearing that more of your friends and family are considering moving into an RV to work remotely or to live in while retired. Paul and Ira talk about how home and travel fit into work life and retired life. Later in the episode, Paul pivots the conversation to a new problem that is disrupting the insurance companies and the investment products they sell.

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Major Fund Companies Can’t Predict the Future, So Why Do They Try?


Today, Paul and Ira go through a few major investment firms’ predictions about 2021 and what would have happened if you had followed their investment advice. Listen along to hear why you should be skeptical if your investment firm asks you to change your investments based on a “new year’s outlook.” Later in the show, Paul explains how you can know if your investments are safe from the kinds of practices that permeate the industry but hurt returns.

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Equal-Weighted Funds/The Difference Between Investment Firms


Today, Paul talks about equal-weighted index funds and if they give you better returns. Paul and Ira talk about how what percentage of companies represent the return of markets historically and why investing equally in companies is problematic. In the second half of the show, Paul discusses how most investors think all investment companies are the same because they speak the same language. But in actuality, investment firms have different philosophies. Listen along to hear why Paul is so adamant about educating investors.

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Is Long-Term Care Insurance Worth It?


Today, Paul answers a listener who asks whether long-term care insurance is better than saving for these expenses on your own. Paul explains some of the complexities around insurance and end-of-life needs and why he has been a proponent of having long-term care insurance. Later in the episode, Paul shares his big prediction for 2022.

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

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