How Do You Know an Investment Firm Is Right for You?
April 6, 2026
Unfortunately, it is not difficult to get into the investment industry as a financial planner with no experience and very little education.
- May 1, 2025
You’ve Retired. Do You Need to Worry About Your Asset Mix?
Subscribe
As you start your retirement, you may have different kinds of investments from which to take an income that will last the rest of your life. Today, Paul covers an article in the Wall Street Journal called “What’s the Ideal Asset Mix in Retirement?” Listen to hear how the specific investments you have will affect your asset mix in retirement. Later in the show, Paul talks about an interesting real estate development.
Share
More to explore
Diversify and Hold: The Confident Investor’s Strategy
April 3, 2026
Investors who responded to the war in Iraq are now faced with a dilemma: Is it time to get back in the
Why Do We Invest in Bonds? Why Not Buy an Annuity Instead?
April 2, 2026
It’s very common for financial professionals to convince investors that stocks are too risky and bonds won’t perform well enough to provide