Looking Back at 9/11
September 15, 2021
Join us for a special episode of “The Investor Coaching Show” recorded on the
Estate Planning Mistakes: How to Protect Yourself
September 14, 2021
Paul invites Robert Pautienus, an estate attorney, back onto the show to talk about
Wealthy People Make These Mistakes
September 7, 2021
Wealthy people aren’t immune to making mistakes with money. Paul covers an article about
Inheritance Questions: 5-Year Rule and Inheriting From Parents
September 6, 2021
Today, Paul answers two questions that came up from his inheritance workshop. Listen along
Don’t Mess Up the Income Phase of Your Life
September 1, 2021
The first phase of life is when you need to make more than you
Should I Take the Pension or Lump-Sum Payout?
August 31, 2021
After spending most of their lives accumulating wealth, investors become afraid they will lose
Charitable Remainder Unitrusts
August 26, 2021
The laws have changed around inherited IRAs, forcing most investors to remove the money
Risk Management
August 25, 2021
The financial industry sells thousands of products that claim to shield investors from risk.
Is Indexed Universal Life a Good Investment?
August 17, 2021
Indexed Universal Life (IUL) contracts have made insurance companies more money than any other
Should You Invest a Lump Sum or a Little at a Time?
August 13, 2021
Today, Paul answers a listener’s questions about dollar cost averaging: If the market is
Inherited IRAs
August 10, 2021
In 2019, the rules around inherited IRAs changed, and Paul commonly gets questions about
Do You Trust the Government to Help Maximize Social Security Benefits?
August 4, 2021
The Social Security office is not here to give you planning advice, and it