Paul has seen a lot of the publications written for advisors talking about whether Roth or traditional investments are better for investors right now. Today, Paul and Ira consider how your retirement gets taxed and explain how they approach the debate. Later in the episode, Paul shares some highlights from the webinar he taught this week about the financial industry’s obsession with indexing.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Paul got a question today from a listener who wants to know how an ex-spouse can take benefits when they did not
Today, Paul gives a crash course about social security and some of the most common mistakes or misconceptions when taking this benefit.
Paul brings an article about an investor who has almost $800,000 in an investment hoping it would turn around his financial situation
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