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Latest episodes

Starting a Foundation for Charitable Giving Might Be a Bad Idea


Paul had someone approach him who was curious if they should set up a foundation for charitable giving. Today, Paul and Chad share why they are slow to recommend setting up a foundation for charitable giving. Foundations can be expensive to set up and come with legal issues, tax scrutiny, and other unforeseen problems. Listen along to hear these advisors talk about the benefits of having a foundation and why Paul has personally avoided this kind of charitable giving for other options. Later in the episode, Paul brings up a story he saw twice this week about $8.8 trillion in money market accounts that some hope will hit the market soon.

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Republican or Democrat: Is One Party Better for Markets?


Both political parties work to convince the public that their policies drive economic growth, quality of life, and market returns better than the other party. Today, Paul and Chad address a listener who wants to know why markets would still go up under Democratic leadership when they are viewed as the party that wants to increase the tax burden and restrictions for large companies. Listen along as both advisors explain how companies navigate political policy and create profit for their shareholders. Later in the episode, Paul talks about some of the nuances of energy taxes if millions of people are avoiding the gas taxes by driving electric cars.

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Does Paul Hate Annuities? — Part 2


Annuities are a very polarizing topic. Some investment professionals claim to hate annuities and assert that nothing good can come from them. Others work closely with insurance companies and push annuity products to people who won’t benefit from them. In a two-part episode, Paul and Ira explain why neither of these approaches help investors understand what annuities are and their potential uses. Listen along as these advisors explain what annuities are, what problems annuities solve, and how they have made insurance companies a lot of money.

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Does Paul Hate Annuities? — Part 1


Annuities are a very polarizing topic. Some investment professionals claim to hate annuities and assert that nothing good can come from them. Others work closely with insurance companies and push annuity products to people who won’t benefit from them. In a two-part episode, Paul and Ira explain why neither of these approaches help investors understand what annuities are and their potential uses. Listen along as these advisors explain what annuities are, what problems annuities solve, and how they have made insurance companies a lot of money.

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What You Can Learn From the 15 Worst Performing Mutual Funds of 2023


Paul and Jim continue a conversation about the worst 15 performing mutual funds of 2023 and why they do such a great job of teaching about efficient markets and diversification. Listen along to hear which funds would have been the worst to own in 2023 and why. Later in the show, Paul talks about why it’s so hard to get into a large investment firm and change the culture and investment philosophy.

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New Bitcoin ETF Approved Last Week — Here’s What You Should Know


New Bitcoin ETF got approved this week and with it comes some confusion for investors. What is an ETF? Is this good for Bitcoin and crypto long term? Does the ETF actually have Bitcoin in it? Should I be invested in this kind of product just in case it’s highly successful? Paul and Jim cover these topics so that you can understand what’s going on with this product and relax about money. Later in the episode, Paul and Jim discuss the worst performing mutual funds for 2023.

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The FAFSA Just Got More Complicated to Fill Out


In an attempt to speed up and simplify the financial aid process, the application for the FAFSA has created technical difficulties and a crunched timeline for applying and receiving your benefits package. Paul and Evan talk through the challenges this year for applying for federal aid and how the automated tax section of the application can cause some issues. The advisors then segue into discussing how to make sure your taxes are correctly filed for your retirement accounts.

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The Industry Is Abandoning ESG. No One Should Be Surprised.


For years, we were hearing companies push to get investors into ESG investments and talk about the benefits of investing in environmentally sustainable companies. Now the industry is abandoning this idea. Paul, Evan, and Ira explain how the industry has pushed investors into these kinds of trends for decades and why no one should be surprised when investment philosophies that don’t acknowledge basic investing principles eventually fail and fall away. Later in the show, Paul talks about shifting your investments based on the future vs. market efficiency.

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Don’t Blindly Trust Advice From Wealthy Investors

Evan finds an article that highlights a mistake that investors often make: getting their investing advice from people who are wealthy. Paul and Evan talk about why wealthy investors are prone to taking more risk than they should, trusting their emotions, and falling into sales traps. Listen along to hear why being wealthy doesn’t make you good at investing and how you can become an educated investor at any career stage or income bracket. Later in the episode, Paul brings an article called “This Will Not Save Social Security” that pushes back against taxing income over $160,000 to save Social Security.

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Bad News Can Make the Market Go Up. Here’s How.

Paul shares an article from the Wall Street Journal called “The Future Is Bright if You Know Where to Look” that talks about a need for more optimism about the economy and markets. Paul and Ira talk about the 90s when bad news was actually good for markets and why bad news today can cause markets to go up because it means the FED won’t keep getting involved to curb inflation. Paul wants investors to know that optimism is important to investing but can be used against investors to encourage market timing. Later in the show, Paul talks about how annuity issuers are struggling to get loans from banks because of their risk products.

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