Paul overheard a radio commercial for a best selling book called “Unbreakable Investor” that the author claimed needed to be updated due to some unexpected market events. Listen along as Paul, Ira, and Evan talk about their concern for the hundreds of thousands of investors who bought and implemented the strategy in the first copy. The bottom line is that constantly updated financial advice is a red flag and there is an investment strategy that helps keep investors from playing the guessing game. Later in the episode, Paul brings up a company who is offering a “match” on your IRA and how this is a great marketing tactic for these companies, but he explains that these companies will figure out how to make the money on the back end.

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Should I have my money in stocks, bonds, or cash? Do I have time to overcome a market downturn? Should I just own companies that I recognize and whose products I already trust? Should I trust the options I have with my employer or go my own way? These are all questions that surround the topic of risk in investing. Just like most things in life, investing involves risk, but the fear of risk can lead to some poor investing decisions. Listen along to this episode where Paul explains how advisors help create a portfolio that considers these risks and keeps people from making emotional decisions with their money.

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Paul hears a recent webinar giving tax advice that could lead to some big mistakes in your investment portfolio. Too often, people get hyper-focused on making tax moves that they end up costing themselves even more money in the long run. As the old adage says, “Don’t let the tax tail wag the dog.” Listen along to hear how to avoid this mistake and better manage your investment portfolio.

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Paul talks about how education has changed his life and given him confidence around money and investing. Today, Paul talks about a conversation he had with his son, who is studying economics, about the movie “The Big Short.” Listen along as Paul teaches a quick lesson about shorting and investing in commodities to help investors feel more confident and comfortable around these investing topics. Later in the show, Paul addresses a listener who is concerned that people might lose money in the switch from physical to digital currency.

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Three of the most common financial New Year’s resolutions are to save more, spend less, and pay down debt. It sounds really simple, so why does it seem so hard to follow through? Paul, Evan, and Ira talk about how you can succeed in a world that is trying to convince you why you would be better off if you give it your money. Paul brings an article about four ways to trick yourself into making better financial decisions in the New Year. Later in the episode, Paul and Nik talk about Elon Musk and why having enough money to fix something like world hunger isn’t enough to effectively solve the underlying issues.

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Today, Paul and Evan talk about what investors can expect to hear from politicians, pundits, and businesses in 2024. In an election year, we know political tension will be at the forefront of public discourse, but history shows that no matter what promises or predictions get made, market performance doesn’t follow political parties, public policies, or the economy. Listen along as Paul explains how market performance follows the ability of businesses to adapt with the changing landscape. Later in the episode, the advisors talk about how AI is creating a more level playing field across socioeconomic barriers.

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Many investors think that they manage the risk of their portfolio based on the investment that they choose. While this can be a factor, today Ira and Anne talk about why rebalancing is the greatest way to avoid risk in a diversified portfolio. Listen along as these advisors share some of the things they look for and how rebalancing keeps you on track to meet your investing goals.

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