Submit a question to be answered on The Investor Coaching Show
Note: Depending on the volume and types of questions, we may not be able to answer yours.
Financial Shows are loaded with conjecture about what is coming. Last week, Paul heard a rare bit of sound advice about market pricing and the Fed. Listen along as Paul and Jim unpack the fear about how the Fed is going to react and what that will mean for the economy and their investments. Later in the show, Jim talks about gifting to family members.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
A majority of people plan on leaving some kind of real estate to their heirs, but few people have really talked about what it means for their families. Today, Paul and Anne talk about a survey that highlights this fact and why real estate is a tricky asset to include in an estate plan. Listen along as they talk about tax implications, sharing time on the property, and how feelings of attachment are all issues your heirs will need to sort through when you leave them real estate.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
When it comes to investment providers, you get what you pay for. Anne talks about how an investor’s estate got sucked up in a legal mess by a head-scratching policy at a low-cost, do-it-yourself investment provider that kept the investor from choosing beneficiaries on a joint account. Paul and Anne agree that before you jump into an option that seems low-cost and easy-to-use you need an advisor who can help you avoid this kind of situation. Later in the show, Anne brings some positive news to encourage investors during a down market.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Have you ever seen a trending financial guru or strategy on social media? Studies are showing that the youngest generations are trusting social media influencers for financial advice. Today, Paul and Anne talk about a ThinkAdvisor article called “Social Media and Younger Clients a Toxic Brew” and explain how social media is being used to hurt young investors. Later in the episode, Anne explains the gender longevity gap.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Paul and Chad talk about the most basic rules of investing and how you can tell when you’re breaking them. Unfortunately, the financial industry as a whole is more interested in you liking their products than sound investing principles. Listen along as these two advisors help you protect your investments and bring clarity to your purpose for money.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Paul and Chad talk about inflation, stock prices, employment, and interest rates to help investors understand why markets are not simple even when they drop. Listen along as Paul explains why needing one simple answer to explain what the market is doing opens you up to investment traps and creates false confidence.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Major financial news outlets are constantly making predictions about the future but writing about them like they are facts. Paul revives the practice of finding these headlines and showing how poorly they age. He shares some of the most outrageous financial headlines since 2000 and encourages investors to tune out the noise.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Paul spends some time explaining why life insurance products shouldn’t be used as investment vehicles. Listen along to learn how insurance companies mislead investors about their products to help you or someone you know from getting caught up in the wrong product. Later in the episode, Paul and Ira talk about this week’s article by Jason Zweig called “When Bad Things happen to Good Stocks.”
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
There is a slew of investment products that boast about low or no commission products but utilize something called Payment for Order Flow (PFOF). Today, Paul and Ira talk about a Yahoo Finance article called “Are Commission Free Brokers Ripping You Off? The SEC Doesn’t Think So” and discovers that the SEC doesn’t think this practice is harmful enough to step in. Later in the episode, Ira talks about an appointment he had during which he squared off with the client’s other advisor.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Today, a listener wants to know if the U.S. is close to moving away from using cash by developing digital assets. What would that mean for our economy? Paul talks about the way the executive order to expand digital assets has been interpreted and what signs he would need to see to believe that we’re moving into a cashless society. Later in the episode, Paul talks about the legal hurdles President Biden’s student loan forgiveness plan needs to pass before it can be enacted.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
