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Paul always encourages listeners to avoid market timing at all costs. But what is market timing, and why will it hurt your investments? Paul shares a MarketWatch article titled “Once Offering the Worst Return on Wall Street, Cash Is Now Looking Like the Best Asset to Own, Says Morgan Stanley” and wants to know if you can spot market timing in the news.
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Paul found a Kiplinger article titled “6 Reasons to Avoid a Self-Directed IRA” that may apply to your IRA as well. Listen along to hear why Paul doesn’t recommend self-directed IRAs, why considering one is dangerous, and how you can prevent your IRA from falling into the exact same traps.
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Today, Paul and Chad talk about an article from The Economist titled “Republicans Are Falling Out of Love With America Inc.” Paul and Chad explain why they think this perspective from a non-American publication isn’t the whole story and why Americans should not be afraid of the Right abandoning capitalistic ideals. Listen to hear how the expected returns and weighting of large U.S. companies in a portfolio have Paul confident that your investments shouldn’t be reacting to this news.
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Jonathan has seen multiple investors stuck with a decision after their company’s pension plans are discontinued. Today, Paul and Jonathan talk about why companies make that decision and what you need to consider when you’re offered a lump payment or another option. Listen along to hear why your time horizon has an effect on your next move.
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Is academic investing just for average earners? Do high net worth individuals have access to different or better investment opportunities? Today, Paul and Jonathan continue the theme of sophisticated investment strategies and answer these questions. Later in the episode, Paul and Jonathan get into investment policy statements and why you need to know about them.
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It’s important not to invest in things that you don’t understand or can’t explain. Today, Jonathan talks about one of the many so-called sophisticated investment strategies being taught by social media financial gurus. Paul then educates investors about life insurance—the real risks—and why you will not hear these “strategies” recommended by a financial planner. Listen along to hear why you’re not missing out on sophisticated investment strategies. Later in the episode, Paul and Jonathan give a brief history of life insurance policies.
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Some people dream of retiring to spend time with their families or to rest and travel, but not everyone who is the retirement age will enjoy that lifestyle. Paul and Arlene talk about people who find meaning and purpose by working later in life. Listen along to hear why delaying retirement or leaving retirement to work again isn’t always a failure from lack of planning. Later in the episode, Paul asks if listeners have enough homeowners insurance.
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Paul and Arlene cover two topics that are keeping investors from relaxing about money: anxiety over inflation and retirement assets that are tied up in political agendas. Listen along as they talk about who is most anxious about the economy, what you can do about it, and why ESG assets aren’t about financial security but rather politics and personal values.
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The Inflation Reduction Acts is a massive medical, tax, and climate bill that the House passed late last week. Today, Paul and Arlene talk about the 1% tax on stock buybacks, the 15% minimum tax for certain companies, Medicare pharmaceutical negotiations, and a boon for certain sectors related to clean energy. Listen along as Paul and Arlene help investors understand how the bill might help Americans and what might just be showmanship. Later in the episode, the discussion centers on if the Fed was too hasty in raising interest rates. Paul and Arlene talk about why speculation around interest rates and Social Security COLAs is unhelpful.
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Paul shares about the book Being Mortal, which takes an in-depth look at human mortality and the end of life. It looks at the pioneer of assisted living homes and how these homes prioritize the need for autonomy and personal connection over safety and medical care. Listen along as Paul shares insights about long-term care and what to consider for yourself or your loved ones.
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