Starting a Financial Plan With Chad Henson (Part I)
June 7, 2022
Chad Henson returns from some time off, and he and Paul dive into a
Top NBA Player With Humble Origins
May 19, 2022
The NBA playoffs are going on, and Giannis Antetokounmpo has been one of the
Getting Out of a Cycle of Anxiety
May 12, 2022
Today, Paul explains what anxiety is and how the media and technology affect your
An Intro to HSAs
May 11, 2022
Paul finds an article that says you can stash more away for retirement in
Is the 4% Rule Too Aggressive Now?
April 28, 2022
Knowing how much income you can take from your investments helps you understand how
Younger People Are Saving More
April 26, 2022
Paul shares a study that confirms the younger generation is saving more for retirement
Series 65 Doesn’t Adequately Prepare Advisors
April 18, 2022
Paul and Ira continue looking through the Series 65 license test prep materials and
Would a World Currency Hurt the Dollar and My Investments?
April 5, 2022
A listener asks about the investments in her retirement plan because she’s concerned that
Listen to This Before You Co-Sign a Loan
April 1, 2022
A recent story that started off as a parent wanting to help their child
The Personal Nature of Inheritances
March 30, 2022
Paul fields a question from a listener about unmet expectations from a family member
Watch Out for This Life Insurance Sales Tactic
March 2, 2022
Michael shares a personal experience with an insurance salesperson after Michael’s term policy was
RMD Changes and Why QCDs Aren’t Showing Up on 1099s
February 4, 2022
Today, Evan answers a question about an investor’s 1099. Ira wants to know why