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Latest episodes

The Market comes crumbling down, China leverages our debt against us, and the government confiscates your IRA. Today, Paul and Michael debunk some of the most common fears investors have right now. Later in the show, Michael brings up a risky investment that is trapping younger investors.

The largest fund companies own much of corporate America and get voting rights. Today, Paul and Jim talk about a Morningstar article “3 Solutions for Index-Fund Voting,” which covers potential solutions as fund companies grow and own more shares. Listen along to hear how changes to these voting rights could affect the fund companies and what Paul thinks should happen.

Has the influx stimulus money temporarily boosted stock prices? If so, are stocks going to drop soon? Listen or read to find out.

Get a personalized financial plan by scheduling a free call with one of our advisors here.

Meme stocks, Crypto, and Non-fungible assets, oh my! There are plenty of trendy investment opportunities that investors get bombarded with every day. Today, Paul and Ira take a question from a listener who wants to know how much exposure the PWI portfolio has of Meme Stocks. Listen along to hear the answer and why it is crucial to have an investment coach in a world of flashy investment products that get 24-hour news coverage.

Today, Paul answers a listener’s question: Where would you put a large sum of money to ensure that it has good growth? Listen along to hear how Paul approaches this question and how to understand how time and risk factor into the question. Later in the show, Paul talks about a client who brought in an annuity and was trying to figure out what he could do with it.

The term investor gets thrown around all the time in the financial world. Paul and Ira talk about the difference between bettors, traders, and investors. Listen along to hear what an investor really is and common areas investors engage in speculation not investing without realizing it.

There’s a common narrative in the media that the rich avoid taxes. Is it true? Paul gives his answer in this podcast episode.

Get a personalized financial plan by scheduling a free call with one of our advisors here.

Paul talks about an article which highlights social security trends after COVID. Listen along to hear how the time you file has a major impact on the amount of benefit you receive and why fear of social security going away leads investors to make hasty decisions. Later in the show, Paul talks about an upcoming webinar called: 4 Keys to Retirement Tax Planning.

The typical investor invests in a company based on its value and profits. Today, Paul talks about momentum investing—where people invest in companies based on whether their prices are going up or down. Listen along to hear how the financial media frames the value of a company in a way that contradicts its true value. Later in the show, Paul addresses a MarketWatch article called: Is Fed “tightening cycle” already happening?

Many investors feel like they shouldn’t get in the market because markets are rigged against them. Today, Paul and his team talk about how high frequency trading, market timing, and stock picking are rigged games for investors. Listen along to hear why the stock market is still the best place to build wealth. Later in the show, the team talks about why most investors don’t rebalance their portfolios.

Get a personalized financial plan by scheduling a free call with one of our advisors here.

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