This week Evan shares some “secrets” in a free resource called “Keep Your Next Egg Safe from the IRS Money Grab” from a popular retirement guru, and he is eager to hear some feedback from Paul and Ira. Listen along to be able to spot some “tricks,” “secrets,” and “tips” that don’t actually help your investments but instead could mislead you or someone you know into some strange retirement practices. Later in the episode, the advisors answer the question: Can retirement negatively affect your mental health?

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This week Wells Fargo told investors it is time to get into a 60/40 blend portfolio because it would rebound this year. One way to spot market timing is to watch when companies are trying to show you a product with good short term returns, or one that is “rebounding.” Statements like these may sound like they’re in your best interest, but they are only encouraging you to buy things after they have already gone up. Listen along as Paul, Evan, and Ira explain a better approach for choosing your investments.

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Paul is shocked to find a bit of truth on TV this week around investment firms. Listen along as Paul shares a clip of a firm manager admitting to investing in products that investors like the sound of instead of sticking to proven academic investing strategies. Paul asks, “Would you want your doctor to prescribe a treatment that sounds good to you, or that will help you be healthy?” Paul shares how frustrating it can be to see companies do this and then claim to be working in your best interest.

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Every year, television, newspapers, social media, and magazines are full of predictions about what’s coming in markets and new strategies you should adopt. Paul and Jim are here to share that these people are getting paid to make predictions. Listen along as Jim shares how uneducated financial predictions are and why you shouldn’t put your hope or entrust your finances in them.

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Paul sees a real estate investing ad that sounds like it’s just flat-out lying to investors, so he pauses the TV to read the fine print and is appalled to find just what’s going on. Listen to hear about what happens when you have an industry where investment companies aren’t held to high enough standards and investors are uneducated.

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Another eye-raising article about the 60/40 portfolio, but this time is from Jason Zweig called “Your Investing Strategy Just Failed. It’s Time to Double Down.” Listen along as Paul, Ira, and Anne talk about what the article gets right and wrong, why which investments you buy are just as important as the mix, and how to avoid products or strategies that are going to deplete your source of income in retirement.

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