Moving Into an RV? Consider This First
November 3, 2021
Retirement gives most people the opportunity to reconsider their lifestyle. Without work or family
Some Scary Statistics and What They Mean
November 2, 2021
Having made it through Halloween, Paul wants to remind you that there is more
Sharing Your Finances in Relationships
November 1, 2021
Paul and Anne discuss an article about what can happen when finances are kept
Is Finding Your Passion Overrated?
October 29, 2021
Paul and Anne talk about vague, unhelpful advice that doesn’t help you take steps
Life Insurance Retirement Plans (LIRPs)
October 27, 2021
Paul answers a listener who wants to know more about life insurance retirement plans
Being Successful Requires a Great Coach
October 21, 2021
Having humility and an eagerness to learn are essential to success. Pro athletes listen
Roth Strategy Changes Ahead?
October 15, 2021
Congress has a new proposal that would change the kind of investments you can
Rising COLAs May Not Mean Rising Benefits
October 8, 2021
The Social Security COLA is set to rise by 6% next year—its highest increase
Can You Put Bitcoin in Your Roth IRA?
October 6, 2021
Today, a listener asks: “Can you buy Bitcoin in your Roth IRA?” Listen along
Preparing for a Fulfilling Retirement (Part 2)
September 22, 2021
Paul and Michael continue their conversation about setting the right expectations for retirement. On
Preparing for a Fulfilling Retirement (Part 1)
September 21, 2021
We often think about retirement in terms of replacing a paycheck, but we don’t
What Is a Living Trust?
September 16, 2021
Today, Paul and Robert Pautienus explain what a living trust is, how it works,