Caring for the Investor, Not Selling Products for a Broker-Dealer
August 21, 2023
Today, Paul and Jim talk about how they got into the financial planning industry
Making a Plan for Children Who Struggle With Independence With Chad Henson
August 17, 2023
Today, Paul invites PWI advisor and Chartered Special Needs Consultant® (ChSNC®) Chad Henson to
Beyond Money: Preparing to Live Your Best Years in Retirement
August 8, 2023
Jim joins the show to talk about why having a lot of money
Don’t Make These Money Mistakes When Sending Kids to College
July 31, 2023
Everyone wants their children to get a good education and be ready to have
It’s Time to Start Your Business Idea: An Interview with Charles Alexander (Part 2)
July 26, 2023
Paul wants listeners to know that The Investor Coaching Show isn’t only about investing
It’s Time to Start Your Business Idea: An Interview with Charles Alexander (Part 1)
July 25, 2023
Paul wants listeners to know that The Investor Coaching Show isn’t only about investing
Older Workers Stuck in Dangerous Jobs
July 24, 2023
Paul opens the show sharing a misleading article about how great I Bond returns
A “Vetted Professional” Might Really Be an Annuity Salesperson
July 18, 2023
Paul’s biggest frustration with the financial industry is that the level of education is
Here’s How to Increase Your Wealth Without Making More Money
June 29, 2023
Did you know most people think about wealth in terms of quality of life
Financial Advice From Fathers – How to Give It and How to Receive It
June 23, 2023
Today, Paul and Evan reflect on Father’s Day by sharing the financial advice they
A Lesson On Debt, Your Standard of Living, and the Two Philosophies of Spending: A Foundation You Can Build On
June 12, 2023
Today, Paul talks about how trying to enjoy a higher standard of living than
Only Recognize a Few Companies in Your Work’s Retirement Plan? Here’s What You Should Know
May 29, 2023
When you’re setting up your retirement plan at work, it can be hard to