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Latest episodes

Ever wonder what other investors are asking their advisors? Today, Arlene brings some strategies and products that have shown up recently in her office. Listen along as Paul and Arlene find out whether they see eye to eye on these investment topics.

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


The 2022 Midterm Elections left some voters discouraged after the anticipated red wave failed to materialize. Paul and Arlene talk about why the stock market has never proven to thrive under any particular political party and how confident investors continue to succeed regardless of who is in Washington.

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


The 2022 Midterm Elections left some voters discouraged after the anticipated red wave failed to materialize. Paul and Arlene talk about why the stock market has never proven to thrive under any particular political party and how confident investors continue to succeed regardless of who is in Washington.

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


When you’re investing, you want to own things that aren’t always going to move together. If two different investments move together, then one of them is redundant. Today, Paul talks about the Goal Post Effect and why other investment companies too often focus on the same areas of the market, only in different funds. Later, Paul shares a chart that shows reasons investors could have left the market since March of 2009 and talks about how there is always a reason to sell and why the educated investor stays the course.

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


Paul recently worked with an investor through an annuity product they purchased that promised them an income for life on a subaccount with a substantial account balance. Paul has to pry to answer one simple question: how much income can actually be taken out of the account? Listen along as Paul educates investors on the smoke and mirrors of annuity products. Later in the episode, Paul talks about how the Inflation Reduction Act and electric vehicles are causing problems with our allies overseas.

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


A listener asks Paul to talk about Japan’s currency being at its lowest value since 1998. Listen along as Paul teaches how currency valuations affect economies and countries and why this is worrisome for Japan. Later in the show, Paul talks about how rising interest rates and home prices are slowing down buyers and affecting builders across the country.

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


Today, Paul addresses a listener who wants to know if it’s a good idea to get some identity theft protection. It’s a good question. Listen along as Paul explains the work involved in protecting your identity and why he doesn’t have a go-to company or service when it comes to identity protection. Later in the episode, Paul addresses whether or not there is something better than the 60/40 mix for people taking an income.

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


Paul and Michael talk about GMC profits being higher than expected without any mention of electric vehicles. Paul and Michael discuss why the younger generation is more excited about electric vehicles as the two of them work to explain the reasons that GMC saw such strong third quarter earnings.

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


Company productivity almost always goes up because companies have an obligation to raise profits by doing more with less. Paul finds a statistic that shows company productivity is going down right now. Today, Paul and Michael talk about how employees usually thrive on improving themselves, their companies, and the world; and what might be happening in the American psyche and the economy right now.

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


It’s the season of ghosts, ghouls, and things that go bump in the night. In this Halloween edition of The Investor Coaching Show, Paul shares a Halloween tradition and spends the hour with Jim Wood reading through the ThinkAdvisor article “13 Scariest Days in the U.S. Stock Market.”

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

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