A common question Paul hears about this younger generation is: Isn’t it worse for us now? With wage stagnation and tough housing markets, it could be very easy to assume it is harder. After all, houses were for sale for $30,000 fifty years ago. Paul and Evan expand the question by including the concept of quality of life. Was the average single-family home in 1960 the same quality as the average single-family home in 2010? Did it have the same amenities? Was it larger or smaller? Listen along to hear these advisors explain why cost of living and quality of life work together to paint a more optimistic picture for younger generations.

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It’s easy to look at wealthier investors and think they know more about money and investing. Today, Paul and Evan explain some critical differences between wealthy investors and average-income investors and why comparing yourself to wealthy investors can lead to many investing mistakes.

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“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” This quote is often attributed to Albert Einstein and is the driving force behind the new Invest America Act proposed by Sen. Ted Cruz in early May, which would give each American born $1,000 at birth in an investment account that could be added to over the years and taken out of when they are an adult. This idea has been praised by many, and Paul even admits it is a tempting proposition, but there is a problem with the bill that few are talking about. With the government investing billions of dollars into large U.S. companies each year through this law, would the government be able to use its investment to gain leverage over and coerce companies by threatening to invest elsewhere?

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Paul and Evan open the show talking about how tax law changes have affected the way you take an income from certain investments over the last 50 years. They then pivot into a conversation around tariffs and changes in global trade that could create new opportunities and challenges for jobs as we see technology change the way that businesses innovate and operate.

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Today, Paul and Evan talk about a tax bill the Trump administration is calling the “Big Beautiful Bill” and share some details about certain tax increases and credits that are likely to be included. Listen along as the advisors share an honest and level-headed discussion about these items and why they are not encouraging the public and investors to get too excited or scared about it, because legislation can always be changed and isn’t the determining factor in relaxing about money.

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If you search the internet for the average return of the S&P 500, you’ll likely get some very different answers. If the average return of your portfolio is off by even 1%, you end up with very different incomes in retirement. Today, Paul and Evan cover this topic at length and share why looking at the 30-year periods of the market will make the picture clearer. They also explain how we can use this kind of information to see that properly diversified portfolios outperform both large U.S. funds and total market funds.

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