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Latest episodes

For Richer or For Poorer: Handling Money in Marriage


Today, Paul sends Arlene Brown, a Certified Divorce Financial Analyst, the WSJ article called “Money Can Break a Marriage, Even Getting More of It” to get her insight about how money affects marriage. Listen along as these advisors talk about how both having little and getting a large windfall of cash can potentially end a marriage and why “for rich or for poor” can be the most challenging vow a couple has made. Later in the episode, Paul and Arlene both shake their heads at the headline, “Stock Haven’t Looked this Unattractive Since 2007” and explain why you should not give it any thought.

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

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Why Is It So Hard to Relax About Money?


Today, Paul talks about why living in a world of negative news is the greatest challenge for investors to overcome. If you want to stay disciplined and reach your financial goals, fear of the future is your enemy. Paul finds a WSJ article that asks, “Why is it so hard to relax about money?” Listen along as Paul talks about negativity bias and how the news is trying to use fear to motivate you and change your outlook on the world. Later in the episode, Paul talks about Indexed Universal Life products struggling and why their motto “Zero is Your Hero” is a horrible sales tactic.

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

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Is the U.S. Dollar Going to Be Dethroned?


China and Russia are strengthening their relationship. The dollar is struggling. It’s almost impossible for investors to know if the news they take in is educational or political. Today, Paul and Arlene explain what you need to know about these geopolitical tensions, the world’s largest economies, and their currencies. Listen along as Paul explains what has been happening with the dollar in the last two years and why this kind of reporting is overblown. Later in the episode, Paul shares an article from MarketWatch about why investors are frustrated with their advisors.

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

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Informed Investors Should Be Informed Citizens


Today, Paul talks about the need for informed investors to also be informed citizens. Paul shares a clip from CNBC about the government’s role in creating our current economic climate. Listen along as Paul talks about why investors should be using the voting booth to drive positive change in our laws and regulations that affect the economy. Later in the show, Paul talks about what you should do when you see the word “could” in the news and why we shouldn’t yet be worried about the value of the dollar.

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

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Costco Is Proving There Is More Than One Way to Navigate Inflation

Sensational headlines and negative coverage is designed to keep our attention. Today, Paul calls out the news for not telling the whole story by claiming that inflation is out of control and the dollar is crashing. Listen along as Paul shares why Costco is proving that there is more than one way to navigate inflation. Paul dives into why a momentary dip in earnings is a strategy for Costco to beat out its competitors and why, historically, companies work with consumers during inflationary periods to offer sales, smaller quantities, or high quality products to help consumers feel more comfortable with their purchases and drive up stock prices. Later in the episode, Paul talks about why the S&P 500 shouldn’t be the standard for a diversified portfolio.

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

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Why You Should Tune Out the News for a While

Paul is noticing that people are starting to feel unsettled about the state of the economy in the United States. Unfortunately, this is a result of the news not telling the full story and then making predictions about the future based on only part of the information. Listen along as Paul talks about what businesses do to sustain success as times change and why you should tune out the news for a while.

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

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Paul Addresses Conspiracies Around Markets and the Banking Sector (Part 2)


Join Paul in this two-part series as he tackles the subject of conspiracy theories and market predictions. After hearing people entertaining conspiracy theories about struggles in the banking sector, Paul wants to explain to investors why investors are susceptible to these kinds of stories about any market segment when it faces challenges. The reality is that these kinds of predictions and theories make investors feel safe and in control, but they are too simple to explain complex markets. Listen along as Paul gives you the skills you need to embrace uncertainty, navigate complex and confusing markets, and relax about money.

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

Listen Here →

Paul Addresses Conspiracies Around Markets and the Banking Sector (Part 1)


Join Paul in this two-part series as he tackles the subject of conspiracy theories and market predictions. After hearing people entertaining conspiracy theories about struggles in the banking sector, Paul wants to explain to investors why investors are susceptible to these kinds of stories about any market segment when it faces challenges. The reality is that these kinds of predictions and theories make investors feel safe and in control, but they are too simple to explain complex markets. Listen along as Paul gives you the skills you need to embrace uncertainty, navigate complex and confusing markets, and relax about money.

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

Listen Here →

What Your First Meeting with an Advisor Should Look Like (Part 2)


This week Paul overhears a conversation between a financial advisor and an investor where the investor was given a lot of product-driven options and asked to make a decision on their own. Today, Paul talks about how he begins the financial planning process with every new investor to help you understand what to expect and give you confidence that you have found a good fit.

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

Listen Here →

What Your First Meeting with an Advisor Should Look Like (Part 1)

This week Paul overhears a conversation between a financial advisor and an investor where the investor was given a lot of product-driven options and asked to make a decision on their own. Today, Paul talks about how he begins the financial planning process with every new investor to help you understand what to expect and give you confidence that you have found a good fit.

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

Listen Here →

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