The Industry Is Profiting From Young Investors Who Want To Make a Difference
March 22, 2024
Jim at the Goodlettsville office sent Paul a summit for younger investors held by
This Inheritance Turned From a Gift Into a Nightmare
March 21, 2024
If you’re going to go through the trouble of doing estate planning, you need
Staying Sharp in Your 80s and Beyond
March 20, 2024
Taking care of your mind and body are two of the most important parts
Slowing Down to Think About Your Purpose for Money
March 18, 2024
Paul, Evan, and James talk about how quickly conversations about money and purpose come
What Is Holding You Back from Financial Health and Retirement Planning?
March 12, 2024
No one likes to be stressed about money and the future, but most people
The American Dream Experience: Building a Roadmap for Life and Money
February 28, 2024
Having a plan and knowing yourself well enough to follow through is the
One Reason Heavy Media Consumption Is So Dangerous
February 23, 2024
Is it possible that being at a bombing could be less traumatic than hearing
Interview with College Financial Aid Counselor, Jacob Lagesse (Part 2)
February 20, 2024
Paying for college is often the biggest financial decision that a family has to
Interview with College Financial Aid Counselor, Jacob Lagesse (Part 1)
February 19, 2024
Paying for college is often the biggest financial decision that a family has to
Starting a Foundation for Charitable Giving Might Be a Bad Idea
January 26, 2024
Paul had someone approach him who was curious if they should set up a
The FAFSA Just Got More Complicated to Fill Out
January 17, 2024
In an attempt to speed up and simplify the financial aid process, the application
Sharing Financial Lessons With Your Kids in Your 50s
January 2, 2024
Today, Evan and Paul talk about why your 50s are a great time to