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We often think about retirement in terms of replacing a paycheck, but we don’t think about replacing all the other aspects of professional life. Today, Paul and Michael talk about preparing for retirement, the common traps and expectations, and what research shows about how to have a fulfilling retirement.
Get a personalized financial plan by scheduling a free call with one of our advisors here.
A slew of tax proposals are being laid out to generate income for federal government programs. Today, Paul talks about why Biden’s inheritance tax proposal will likely be scaled back and how these taxes affect investors and their assets. Later in the show, Paul talks about the danger of people who give advice but don’t have to be accountable for what they say.
People have gone to the Bible for thousands of years to gain wisdom, knowledge, and understanding about life’s most pressing issues. Paul spends some time answering the question: Does the Bible teach anything about investing? Listen along to hear a financial advisor’s perspective on what the Bible says about investing.
Today, Paul and Robert Pautienus explain what a living trust is, how it works, and why it may benefit your estate plan. Listen along to hear what happens when you put an IRA in a trust or will and when it’s a good idea to do so.
Join us for a special episode of “The Investor Coaching Show” recorded on the 20th anniversary of 9/11. Paul takes a moment to reflect about being in New York during the tragedy, the start of “The Investor Coaching Show” 20 years ago, and how Wall Street was affected by an attack so close to major stock exchanges.
Paul invites Robert Pautienus, an estate attorney, back onto the show to talk about the most common estate planning mistakes. Listen along to hear how your plan gets executed under the law and how to understand different kinds of power of attorney. Later in the show, Paul and Robert work to demystify trusts and explain how they can fit into your estate plan.
Get a personalized financial plan by scheduling a free call with one of our advisors here.
Paul and his team talk about five investing superstars coming together in search of the perfect portfolio. But these investors don’t exactly agree, which is problematic. Listen along as Paul and his team dive into the differences and to whom you should listen when developing your own investment philosophy.
A listener asks Paul what he thinks about the market’s high PE ratio. Is the market due for a drop? Paul describes the difference between forward earnings and past earnings. Paul and his team also cover an article about addictive investing and taking out loans to bet on the stock mispricings. Later, Paul and his team answer a listener who wants to know: Can I transfer my 401(k) into a new or old IRA and will I be taxed on it?
Why are railroad tracks exactly 4 feet 8 1/2 inches apart? What does that have to do with retirement planning? Paul and his team talk about how retirement has changed over hundreds of years. Listen along to hear what retirement practices have worked for generations and why you need a retirement plan. Later in the show, Evan talks about how to tell when investment content is about selling you a product rather than having your best interests in mind.
Politicians are trying to fix Social Security by raising income taxes on the wealthy. Today, Paul talks about why that alone is not enough to fix all the issues. Listen along to learn about the complexity of Social Security and the many factors that could be changed over time to make the program more stable. Later in the show, Paul talks about young investors taking on debt to invest and about an upcoming workshop he’s teaching on debt.
