Evan, Jonathan, and James open with a discussion about the declining rates in disability insurance. It seems that more Americans believe they will never encounter a medical situation that prevents them from working for a year or more before they retire. Evan warns that disability insurance is statistically one of the best insurances you can have and is designed to protect your income during your working years. Listen along as these advisors explain some of the nuances of this insurance, why insurance companies don’t usually cover 100% of your income, and what to do if your employer doesn’t offer this coverage as a benefit.

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Paul shares why even if you had a crystal ball and could see future news events before they happened, it wouldn’t make market timing any easier. After a week of Israel, Iran, and the U.S. being on the verge of military conflict, markets have seen an influx of money come in from everyday investors. Paul shares a few clips from financial pundits this week who admit they would not have predicted this outcome in markets even if they had heard the news days before it happened.

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Paul shares a study that reveals how AI is actually causing people to turn off important critical thinking skills. What do you think this means for AI’s future? Listen along as Paul talks about similarities between AI and the way firms market: They look like experts. They tell you everything you want to hear, but there are some obvious red flags that they aren’t looking out for your interests.

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With Paul out of town for the weekend, Evan, Jonathan, and James jump into the biggest piece of financial planning news the United States has seen in a while: the signing of the Big Beautiful Bill into law. Listen along as these three advisors share their first takes on this new legislation, where you might see the most dramatic changes, and why it may still take months or years to fully understand what this law means for investors.

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With Paul out of town for the weekend, Evan, Jonathan, and James jump into the biggest piece of financial planning news the United States has seen in a while: the signing of the Big Beautiful Bill into law. Listen along as these three advisors share their first takes on this new legislation, where you might see the most dramatic changes, and why it may still take months or years to fully understand what this law means for investors.

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

Paul shares the number one factor that leads to an underperforming retirement account: investor behavior. Listen along as Paul shares how the industry hides their market timing and stock picking through “diversified” investments like ETFs and indexing, and terms like “turnover ratio” and “tactical asset allocation.” Paul wants investors to watch out for these practices and shares where companies are required to disclose if they are gambling with your money.

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Today, Paul talks about the one asset young people have that they don’t fully use to their advantage: time. Investing is a time game. It’s hard to envision or care for your older self, but many older investors are taking big risks and making big mistakes trying to play catch-up. Listen along to hear why caring for your future self and avoiding fear and greed are the foundations of confident investors.

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For a few months, Congress has been working to pass the flagship legislation of Trump’s second presidency, but what is in the Big Beautiful Bill? Listen along as Paul, Evan, and Dan talk about the most likely provisions around taxes, tax dedication, and social security that are likely to pass and how they affect the financial planning world.

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Today, Paul, Dan, and Evan discuss two problems with two very popular investments right now. Both crypto and annuities are sold as advanced investment options with features that old-fashioned diversified portfolios don’t have. Listen along to hear seasoned advisors talk about these options and some basic red flags that keep them from being superior to academic investing.

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Paul and Evan chat about two common traps the industry wants you to fall into to keep you buying and selling products and listening to their advice. Listen along as these two advisors explain how ubiquitous chasing returns has become and why it goes against the basic tenets of investing. Later, they explain why financial news media twists headlines into a story about when to buy and sell instead of a story about market efficiency.

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