The Secure Act changed what you need to know about the Required Minimum Distributions (RMD) of your retirement accounts. Paul and Evan talk about the many exceptions for taking your RMDs, including some new ones you might not know about. Learn how to make a good plan for taking an income in retirement.
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Latest episodes
Paypal is now accepting bitcoin as payments, but there are strings attached. Paul and Anne look through PayPal terms of service and notice some pretty strange stuff. Hear about just how hard it’s going to be to make these crypto currencies work for consumer spending.
Paul and his team answer listener questions. They tackle topics like capital gains taxes, Roth conversions, and rebalancing between different taxable accounts.
Paul answers a listener question about the value of the dollar. After hearing a financial celebrity claim the dollar’s value is plummeting and crypto currencies’ values are rising, many people are confused about whether or not their money is safe in cash. Paul explains how misleading this can be and why you shouldn’t ditch cash.
Most Americans don’t have enough saved for emergencies, even small ones. A study shows that most investors would save for emergencies if their employer offered a program. So, why don’t we save enough for emergencies on our own? In this episode, Paul explains that we’re not the only person who gets hurt when we lack savings. Listen along to hear how to overcome the things that might be keeping you from being ready for unexpected expenses.
In just a few short hours, Bitcoin investors lost $22 billion this week. Paul and his team talk about the bad trading practices happening around Bitcoin and how some lost a staggering amount this week. Listen along to hear how investors are fairing as they ride the cryptocurrency roller coaster. Have a puzzling investing question? A complicated financial issue? Want to try and stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: winkler.boro.webservice.team/question.
While following your roadmap to retirement, there are some common obstacles that can keep you from reaching your destination. Over the next few episodes, Paul gets down to the basics to help you get where you’re going and see the common retirement pitfalls before you run into them. Have a puzzling investing question? A complicated financial issue? Want to try and stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: winkler.boro.webservice.team/question.
While following your roadmap to retirement, there are some common obstacles that can keep you from reaching your destination. Over the next few episodes, Paul gets down to the basics to help you get where you’re going and see the common retirement pitfalls—before you run into them. Have a puzzling investing question? A complicated financial issue? Want to try and stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: winkler.boro.webservice.team/question.
Take a look at President Biden’s tax proposal, which includes almost doubled capital gains tax for some Americans. Paul and the team help explain how these taxes affect investors, property sales, and planners. Listen along to hear Paul and his team’s strategy to mitigate costs for investors. Have a puzzling investing question? A complicated financial issue? Want to try and stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: winkler.boro.webservice.team/question.
The investment industry provides so many ways to rate and measure investments. If you’re using these to choose which investments are right for you, you’re likely making risky decisions. Today, Paul talks about how these investment instruments work, why they are problematic, and how to avoid flying blind with your investments. For more information about what we do and how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.
