Paul brings in Jessie Lee Perez, a certified business analyst and the founder of We Speak Color, to share some of her experiences as a business analyst, world traveler, and nonprofit founder. We Speak Color works to turn people who are being under-utilized in their communities into people who have sustainable careers and make an impact on the world around them. Listen along as these two talk about knowing your skills, understanding if your skills match your current job, and how people like Jessie can help you chart a course to finding fulfillment in your work life.

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Hedge funds seem exclusive and are only for accredited investors. CDs claim to be low-risk while offering some return. Gold IRAs give investors an opportunity to stay connected to their favorite commodity even when it’s underperforming. These products all seem different, but what do they have in common? Today, Paul answers this question and explains why the financial industry seems so excited to sell anything but proven academic investing principles.

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Paul got a question from an investor about structured notes and realized that it’s been a while since he’s talked about this investment product on the show. Listen along as Paul teaches about what structured notes are, what problems they claim to solve, and why the financial media doesn’t give you enough information to understand how they work. If you’ve never heard about structured notes or they have piqued your curiosity, Paul spends some time to help you feel confident about your investments and not be in the dark about this product.

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Most parts of life happen in a predictable way. Things like, how wealthy you are, how tall you are, or even market returns create a bell curve with most people being average and fewer people on the extremes. However, there are a few events in the financial world called black swan events, like the Great Depression, that don’t fit this pattern. Today, Paul and Anne find an article called “Hope for the Best, Prepare for the Worst” that unfortunately is encouraging people to buy annuities, but Paul thinks the message is valid: You have to learn how to build a financial foundation that isn’t fragile and that withstand a few years of bumps along the way in order to meet your goals. Listen along as Paul shares his insight on this topic and why just jumping into an annuity isn’t the solution.

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Being a successful investor and staying the course is hard in today’s world. In part two of Paul and Jim’s discussion on “The 7 Virtues of Great Investors,” these advisors share the final four virtues of successful investors: Humility, Discipline, Patience, and Courage. Listen along to hear why these are more important than any investment product or strategy you might turn to reach your goals.

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Paul and Jim share an article called, “The 7 Virtues of Great Investors.” In today’s financial climate, it’s easy to believe that staying up to date on the news, on financial products, and on investment strategies is going to help you grow and improve as an investor. This recent article by Jason Zweig gets to a deeper truth: that personal growth and knowing yourself is the most important part of being a great investor. Part 1 of this two-part episode addresses the question, “Are you letting strangers do your thinking for you?” Listen along as these advisors share the first three virtues of successful investors: Curiosity, Skepticism, and Independence.

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Paul brings an article from MarketWatch titled “An undiscovered universe of stocks is trading at ‘near generational lows’ fund manager says” that shows how bad the industry is at diversification because PWI has known about and invested in this part of the market for over 20 years. Listen along as Paul talks about the difference between U.S. and international companies, between small-cap and large-cap companies, and what you need to know to transition from trailing investment trends to securing market returns.

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