Today, Paul gets a question from a listener who wants to know: “A financial advisor wants me to sell my investment property and invest with them. Isn’t that a conflict of interest?” Paul approaches the question by asking the investor about his goals and how this would affect his financial future. Listen along as Paul explains why you can’t avoid conflicts of interest in this sales-driven industry, but you can learn how to spot it and make the right choices for your situation. Later in the show, Paul talks about the temptation to watch what the rich are doing with their money and copy them, and he explains why you probably have more experience under your belt than they do.

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

An investor reaches out to Paul because someone is trying to sell her a product that seems perfect for her situation and she doesn’t understand what she’s missing. Paul and the team talk about how common this is, particularly in annuity and life insurance sales, and walk through how to listen to these sales pitches in a way that allows you to quickly identify the kind of product they want to sell you. Listen along to hear why the risks and fees associated with these products almost always benefit the salesperson more than you. Later in the episode, Anne talks about what business owners approaching retirement can do to add value and finish strong.

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

Today, Paul brings an article called “Stock-Market Rally Cost Bears $120 Billion Dollars” that shares just how much gamblers have lost so far this year by placing high-risk bets that the market would go down. Paul spends time explaining that this isn’t just activity from day traders but is also from large investment firms who are so cocky about where markets are headed that they’re placing high-risk debts with billions of dollars of other people’s money.

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

Today, Paul talks about why he doesn’t believe investing with a CFP is enough anymore. Paul shows you how to spot financial firms that forgo proven investing principles, as well as how to tell when an advisor is market timing or working on commission. Paul tells all investors that you can’t be fooled by the term “fiduciary” and need to learn how to quickly tell if an investment firm has a conflict of interest.

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

Technological advancements are usually exciting, but the change can cause stress and uncertainty when you don’t know the basics about how the stock market gets prices and how investors experience the best returns. Today, Paul and Evan explain to investors what they’re noticing in the market right now and why it’s important to remember the basics and not get overly excited or worried when the market responds to new technology. Later in the episode, Paul brings a study that shows people are more likely to be dishonest on their phones than their computers, which reminds him of his interview with Jenny Black about media trauma and developing a healthy relationship with your smartphone.

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

Technology has always been used by some investors as a way to achieve some advantage over markets and other investors. Things are no different today with artificial intelligence. Today, Paul and Evan look through an article that talks about ChatGPT’s performance in a mock-up portfolio and then explain why human behavior has always been a greater indicator of investing success than whatever new technological advancement is catching investors’ attention at the moment. Later in the episode, Evan shares an important lesson about stock picking by explaining what’s going on with two of America’s favorite beers.

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

There is a unique set of challenges investors face as they enter their golden years. Studies show that as your cognitive abilities start to fade, your confidence does not. Today, Paul and Jim want to help you, or perhaps a loved one, learn how to navigate this time and avoid the financial traps unique to this stage of life. Listen along as these two advisors talk about how to avoid being taken advantage of by companies or relationships that are only financially motivated and why the best advice for aging investors is to learn how to ask for help and build a team you can trust.

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

There is a unique set of challenges investors face as they enter their golden years. Studies show that as your cognitive abilities start to fade, your confidence does not. Today, Paul and Jim want to help you, or perhaps a loved one, learn how to navigate this time and avoid the financial traps unique to this stage of life. Listen along as these two advisors talk about how to avoid being taken advantage of by companies or relationships that are only financially motivated and why the best advice for aging investors is to learn how to ask for help and build a team you can trust.

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