Almost Half of Investors Make Up Their Retirement Goal
October 9, 2023
Today, Anne brings a study that shows 40% of 401(k) participants just make up
We Live in a Culture of Hurry and Anxiety. You Have to Learn How to Tune Some of it Out.
September 25, 2023
Paul opens the episode talking about a book he’s reading called “The Ruthless Elimination
Managing Your Finances 101: How to Make a Plan and Follow Through (Part 2)
September 13, 2023
It’s easy to get overwhelmed about your expenses and your income and start to
Managing Your Finances 101: How to Make a Plan and Follow Through (Part 1)
September 12, 2023
It’s easy to get overwhelmed about your expenses and your income and start to
Financial Wisdom: Making Great Financial Decisions in Your 50s (Part 2)
September 6, 2023
It’s common for Paul to see people coming into the office, in their early-
Financial Wisdom: Making Great Financial Decisions in Your 50s (Part 1)
September 5, 2023
It’s common for Paul to see people coming into the office, in their early-
What Is an Estate Plan, and Is it Only for the Wealthy?
September 4, 2023
Estate planning can seem like a process that is only for those who are
People Think They Have Long-Term Care Insurance … But They Don’t
August 28, 2023
A recent nationwide survey shows that 18% of participants said they had long-term care
What You Should Know in 2023 About Your IRAs and Taxes
August 24, 2023
The rules around RMDs and inheriting IRAs have changed in recent years, resulting in
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