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

How Do You Plan for a Retirement That Is 50 Years Long?

Studies show that people are living longer as access to healthcare, food options, and less manual labor increase due to technological changes. But how would living to 120 affect retirement? Today, Paul talks about the two major risks to a 50-year-long retirement — inflation and stock market fluctuations — and why having a plan that accounts for both is more important than ever. Later in the episode, Paul talks about the Russell 2000 and explains why investors should be skeptical of indexing in their portfolios.

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

Listen Here →

Is the S&P 500 Becoming a Riskier Strategy?

A few generations of investors were able to rely on the return from the S&P 500 and a 60/40 income strategy in retirement without too many issues. Today, Paul talks about why these investors benefited from a unique 20–30 year period in the world of investing that investors today will not likely get to enjoy. Listen along as Paul explains why this strategy for investing has become increasingly risky and why academic investing principles and diversification outside of large US companies is the best shot investors have at a portfolio that can get you through your retirement years. Later in the episode, Paul finds a WSJ called “I Just Wasn’t In the Mood to Work” that talks about how younger American workers don’t have the same approach to work as the previous generation and how new technology and a changing labor force are going to change how businesses think about labor moving forward.

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

Listen Here →

IRS Warns Against Using a New Complex Trust Rule to Avoid Taxes

The IRS came out with a new and complex rule around removing money tax-free from a trust and immediately had to issue a warning after investment “gurus” took to the internet encouraging investors to avoid taxes. Today, Paul and Evan talk about how people try to twist tax laws for their own benefit and often wind up in more trouble than they were before. Later in the episode, Evan talks about when you would want to take the lump-sum benefit on your pension.

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

Listen Here →

Can You Invest $100 per Month and Retire Wealthy?

There are all kinds of claims floating around the internet that say things like, “If you invest $100 per month for the next 40 years, you’ll have over $1 million dollars in retirement.” Today, Paul and Evan explain why this quick investment math is misleading and how difficult it is to predict income in retirement. Listen along as these advisors share how investors are sold promises about their financial future that rarely come true.

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

Listen Here →

“Advanced” Investment Strategies Usually Have a Hidden Flaw

What happens when you mix the passive income of a REIT, the tax credits of oil and gas investment, and the death benefit of an insurance policy? Today, Paul and Evan talk about some common strategies people have invented to generate passive income with no risk that you don’t have to pay taxes on. Listen along as these advisors explain why these “advanced” investment strategies usually have a hidden flaw that investors don’t see until it’s too late. Later in the episode, Paul talks about how his childhood mall ended up in the WSJ this week after Carl Icahn bet against it and lost.

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

Listen Here →

Are Business Profits Coming Back After Inflation?

Today, Paul gives an economic update and talks about how inflation causes businesses to forgo profits as they try to avoid raising prices. Listen along as Paul talks about the shift in spending that happens in both personal finances and world economies when costs start to rise. Later in the episode, Paul finds it funny that anyone would claim Bitcoin is now undervalued after what happened to cryptocurrencies in 2023.

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

Listen Here →

The Problem With Investing in Funds That Align With Your Values

This week Paul gets an email from an investor about a fund that claims to follow a biblical approach to the companies it chooses. Today, Paul talks about why it’s a bad idea to try to use investing to make a religious, social, or political statement. Paul uses ESG funds to show why “value-based” investing is usually a marketing tactic from the fund company that leads to lower returns and less money in retirement. Paul wants you to know that finding your true purpose for money will help you express your values better than a fund company ever could. Later in the episode, Paul shares an interesting article from the Wall Street Journal article called, “Downsizing Your Home Isn’t the Money Move It Used to Be.”

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

Listen Here →

Major Fund Provider Wants You to Know You Probably Can’t Retire

Paul found an article from Vanguard talking about the seven places you’ll likely need to move to afford retirement. The article also claims that only the top 5% of earners will be able to afford retirement. Paul hasn’t seen that from his own personal experience and is curious why the company that is responsible for building retirement funds wants investors to know they need a back up plan.

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

Listen Here →

What Factors Actually Drive Returns? A Quick Lesson About Factor-Based Investing

Today, Paul uses an article from the WSJ called “Factor ETFs Fail to Deliver Their Promised Outsize Returns“ to explain what factor-based investing is and how the investment industry has turned 5-factor investing into over 400. Listen along as Paul and Ira talk about what factors actually drive returns. Later in the show, Paul shares a story about running into someone working at the hardware store who decided to get a job shortly after retiring and discusses the changes people often make after experiencing retirement for a year or two.

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

Listen Here →

How to Serve Others in a World Obsessed With Competition

Paul read a book called “You’re Not Your Own” while on vacation last week that talked in depth about personal fulfillment, work, and feeling overwhelmed and distracted. Today, Paul shares some of his top takeaways from the book and why we can’t thrive in today’s climate without finding a community of people who are more interested in serving one another than competing with one another. Later in the show, Ira talks about the American Dream Experience and how it’s helping people find their true purpose for money.

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