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Today, Paul talks about the Modern Monetary Theory (MMT)—the idea that the U.S. could sustain much more debt because it prints money and that inflation and unemployment are a result of the country’s restricting cash flow and still taking taxes. Listen along as Paul explains that Americans don’t have the same ability to print money as the government, which undermines a theory like MMT.
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Insurance companies announced that variable universal life insurance sales have grown over 100% while term life sales are down. Well, these companies are great at convincing you that you can save for retirement and have life insurance with one product and forgetting to mention fees, commissions, and penalties. Listen as Paul shares some insight on products that he used to sell and now encourages people to avoid. Later in the show, Charlie Munger says he wishes cryptocurrencies didn’t exist.
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Not only are most people ill-equipped to make investment decisions in their best interests, but also more workers are responsible for their retirements than in generations past. Today, Paul explains why your 401(k) cannot be overlooked, why there is always a reason not to save, and why tuning out the noise and making a commitment to your retirement plans at work is important.
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Most of the financial sector is becoming convinced that the 4% rule will no longer work for investors trying to take an income in retirement. Morningstar now recommends 3.3%, others recommend even less, but the father of the 4% rule actually recommends 4.7%. So where is the disconnect? Listen along to hear how the amount you take in retirement should depend entirely on the strength of your portfolio. Later in the episode, Paul talks about year-end predictions.
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Paul gives a market update as we close out 2021 together. Listen along as Paul gets into Black Friday and end-of-the-year consumer habits, an unexpected 2% drop in the market, inflation, and how market volatility affects investors. Later in the show, Paul shares a cautionary tale of a couple who got slapped with a huge tax bill after stretching the limits of their IRA.
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Paul is constantly answering these two questions for investors: What counts as an investment? And which assets can help me beat inflation? Today, Paul talks about antique cars as an investment vehicle (pun intended). Listen along to hear how different cars have gone up and down in value over the decades versus different types of investment assets. Don’t miss some great stories about some of the most famous antique cars. Later in the episode, hear how annuity providers preach safety, but they take more risks.
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Paul shares two assets that he’s seen people struggle to rely on in retirement: their businesses and their homes. Listen along to hear of the forces that can change your plans if you hope to sell your business or downsize your home to make retirement easier and how to be better prepared.
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Money is just a tool to express what matters most to you. So what matters more than money itself? Today, Paul doesn’t shy away from deep questions about life and purpose. Listen along to hear why making a financial plan starts with understanding your true purpose for money. Later in the episode, Paul talks about ongoing goals and year-end housekeeping.
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The holidays are upon us, and they are often a stressful or discouraging time for many with family stress and shorter days. Today, Paul shares a study from Harvard Health about thankfulness. Listen along to hear how academicians researched what happens to those who are asked to practice gratitude versus those who are asked to focus on their hardships. Later in the episode, Evan reminds investors to seek out information about vesting in 401(k)s.
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This week President Biden announced his nomination of Jerome Powell to serve another term as Fed chair. Today, Paul shares why the media gets it wrong when they oversimplify the causes of inflation and quickly politicize the Federal Reserve System. Listen along to gain some insight into interest rates, inflation, employment, and the reappointment of Powell as Fed chair. Later in the episode, Paul shares a hot fund that went cold.
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