Client Resources

Schedule a Call

Subscribe to Our Podcast:

(How to Subscribe)

Apple
YouTube
The Investor Coaching Show Cover

Subscribe to Our Podcast:

(How to Subscribe)

Apple
YouTube

Get Podcasts Sent to Your Inbox

Ask The Investor Coach

Submit a question to be answered on The Investor Coaching Show

Note: Depending on the volume and types of questions, we may not be able to answer yours.

Financial Questions

Latest episodes

Leaving Your Politics Out of the Investing Process

 

Today, Paul covers a topic that he’s covered many times on the show, but bears repeating because it is so counterintuitive to most. As the politics in the U.S. heat up and each side becomes more entrenched, it’s easier to believe that the person in the White House or the party in charge in Congress dictates how the market is doing. Listen along as Paul dispels some of this, shares why the thousands of companies interested in making a profit are the engine that makes it so successful, and explains why you need to leave politics out of the investing process.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

What Happens if the Social Security Trust Fund Runs Out?


Today, Paul talks about how the new Big Beautiful Bill Act is causing a lot of people to reevaluate what their retirement will look like, but it hasn’t done much to clear up the most common misconception about retirement: Social Security and how it gets funded. Listen along as Paul discusses planning for retirement, how social security gets funded, and why he believes politicians would never allow the trust fund to run out without making another plan to give people their benefits.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

Crypto and Fiat-Based Currencies. What Is Happening Around Stablecoin and the New Crypto Law?


Today, Paul talks about fiat currencies, crypto assets, and how a new law has created a crypto asset that looks more like fiat currency. Listen along as Paul explains why crypto assets like Bitcoin have not been considered legitimate currencies and why stablecoins could create some benefits for the economy. Should stablecoins be seen as an investment? No. However, this may become a legitimate part of how the U.S. Treasury operates.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

When Is This Stock Market Bubble Going To Pop?


Today, Paul discusses a question he received from a concerned investor on OpenLine about the influx of cash into markets creating a stock market bubble. The investor wanted to know: Do you think there is a bubble, and when will it pop? Listen along as Paul addresses this increase in available cash and explains a few nuances that may not be obvious to investors who don’t have advanced education in economics or investing. Later in the episode, Paul talks about commodities and how the creation of lab-grown diamonds is increasing the supply and lowering the price of diamonds. Paul explains why all commodities are not investments because they are driven by supply and demand and don’t generate capital.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

Private Equity: Is It the Exciting New Investment Coming to Your 401(k)?


The industry is clamoring around a rule change that will allow you to invest in private equity companies all from the comfort of your 401(k). Pundits are calling this an exciting new opportunity for investors to gain access to investments that outperform the market while offering all the tax benefits. Is any of this true? Today, Paul discusses how easy it is for media outlets to focus on what is new and exciting while sharing the truth about private equities and how they could create a whole new level of risk for average investors who put them in their 401(k)s.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

Bipartisan Proposal To “Fix” Social Security Isn’t What It Seems


Today, Paul continues a conversation from earlier in the week, where members of both sides of Congress came together to propose a new approach to securing Social Security for years to come. Listen along as Paul explains why this solution isn’t really what it seems and perpetuates the idea that Social Security is in dire need of saving.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

Social Security Confusion: How To Use It and How To Fix It


Today, Paul dives into one of the most misunderstood aspects of financial planning: Social Security. Almost no one Paul talks to fully understands how it was formed, what the problems are, and how to make the most of yours when you retire. Listen along to hear a seasoned advisor break down the most common misconceptions and give you a crash course on the most important components of this government program.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 2)


Paul just happened to take the week off at the same time Congress decided to pass one of the largest pieces of tax legislation in recent history. Listen along as Paul jumps straight into this new law and why it will change the future of tax preparation and retirement planning for Americans. Paul covers topics like the standard deduction, child tax credit, bonus deductions for people over 65, new write-offs, Trump Accounts, and what happens with all the debt this bill creates.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 1)

Paul just happened to take the week off at the same time Congress decided to pass one of the largest pieces of tax legislation in recent history. Listen along as Paul jumps straight into this new law and why it will change the future of tax preparation and retirement planning for Americans. Paul covers topics like the standard deduction, child tax credit, bonus deductions for people over 65, new write-offs, Trump Accounts, and what happens with all the debt this bill creates.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

Try To Avoid These Financial Planning Mistakes


Today, Evan, Jonathan, and James talk about some of the most common financial missteps that keep people from being able to retire when they want to or have the kind of income they need later in life. Listen along as these advisors cover topics like taking advantage of your company match, medical expenses, saving for your kids’ college, and insurance.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

Other Ways To Listen

Stream or download via these podcast apps.

 
 

 

 

Apple
Google

Subscribe by email