5 Questions Women Need to Be Able to Answer About Retirement
May 12, 2023
Women usually face a much different retirement landscape than men. Single or divorced women
Pushing Past the Awkwardness: Marriage and Prenups
May 11, 2023
In this episode, Paul and Anne discuss why prenups should be more popular. Listen
One in Four Americans to Live with Disability: Are You Prepared? (Part 2 of 2)
May 5, 2023
Whether from age, illness, or an unexpected life experience, most Americans will either need
One in Four Americans to Live with Disability: Are You Prepared? (Part 1 of 2)
May 4, 2023
Whether from age, illness, or an unexpected life experience, most Americans will either need
Insurance that Can Help You Weather Life’s Most Difficult Circumstances
April 24, 2023
Paul and Ira share the sobering reality of what happens when people get caught
Taking Money From Your 401(k) Before 59½: The Rule of 55
April 6, 2023
Today, Ira and Jim talk about when and why you would want to take
What Your First Meeting with an Advisor Should Look Like (Part 2)
March 31, 2023
This week Paul overhears a conversation between a financial advisor and an investor where
What Your First Meeting with an Advisor Should Look Like (Part 1)
March 30, 2023
This week Paul overhears a conversation between a financial advisor and an investor where
Here’s a Book Paul Thinks You Should Read
February 23, 2023
Today, Paul talks about some of the key takeaways from the book From Strength
What’s Keeping Americans from Saving?
February 13, 2023
Paul shares a study that Americans living paycheck-to-paycheck jumped up 64%, but it’s not
Roth IRA Conversion Question
February 2, 2023
Paul gets a question from an investor about converting a Traditional IRA to a
Everyone Should Know About Income Smoothing
January 17, 2023
Have you ever felt guilty about taking extended time off of work? Are you