With 2022 in the rearview mirror, Paul encourages investors to leave the past in the past. One of the easiest traps for investors to believe is that whatever happened will continue to happen. Paul encourages investors that we don’t know what the stock market, economy, inflation, or politics will look like in 2023. Later in the episode, Paul shares a family tradition he has in the new year that encourages him and his family to make SMART goals.

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Paul talks about reflecting on life and personal goals as we move into the new year. Paul reflects back on some of his past goals and talks about some of his habits around staying focused and motivated. Listen along to get some ideas about how you can approach personal growth in 2023.

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Paul talks about reflecting on life and personal goals as we move into a new year. Paul reflects back on some of his past goals and talks about some of his habits around staying focused and motivated. Listen along to get some ideas about how you can approach personal growth in 2023.

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

Trying to invest in companies that align with your personal moral values is a slippery slope. Today, Paul, Evan, and Ira look at a Christian investment company that helps Christians avoid investing in anything that doesn’t align with their beliefs. Are the top holdings any different than what the industry loves to sell? Listen along to hear why values-based investing is practically impossible, and how it’s usually just a marketing tool.

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The market doesn’t have a memory, but investors do. And many investors get fooled because of it. Paul shares an article from the WSJ called “Mirror Mirror on the Wall, Who Knew that Stocks Would Fall?” by Jason Zweig. He interviews people about their predictions for 2022 in January, and then follows up at the end of the year to see if anyone can remember their predictions. Investors strangely remember making predictions they never made. Listen along as Paul explains hindsight bias and how it can kill a great investment plan. Later, Paul and the team spend some time talking about changes for Apple in the EU, and why markets need competition.

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Do you ever feel like winning at investing is owning popular assets, knowing the most advanced tax strategies, having the best protection against risk, and somehow enjoying amazing returns? Today, Paul shares the truth about what most experienced investors know: that long-term investing can be kind of … boring. Listen along to understand why feeling like you’re good at investing is different and being good at investing aren’t the same thing.

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Paul talks about how the investment industry loves to sell investments with recently successful companies and funds, and he explains why this practice leads to returns well below market returns. Listen along as Paul shares why successful companies can pay less to use your money, why avoiding struggling companies cuts you out of future earnings, and how successful companies and funds play games to gain a positive view in the public eye.

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