Paul recaps a letter written to investors about the most common myths Paul has seen so far in 2022. Paul covers topics such as annuities vs. bonds, safe long-term investments, and taking an income on your portfolio. Later in the episode, Jim brings up the tension between investors being able to trust the claims of investment companies and companies remaining competitive and earning profit. Paul and Jim talk about regulations and how the industry could improve.

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Roger Ibbotson, financial researcher and co-author of one the standard references for capital market returns, now claims that annuities could beat out bonds going forward. Today, Paul and Jim pump the breaks and explain why the kinds of bonds and annuities being compared make these claims misleading and dangerous for investors. Paul provides some of his own research to fill in the gaps. Later in the episode, Jim talks about how much money is flowing into ESG and what people are doing to get a piece of it.

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The 60/40 portfolio is a common mix for investors and is the mix of choice for most pensions. A listener shares an article with the increasingly common notion that the 60/40 mix just doesn’t work in 2022. Jim and Paul break down the article to help you understand what this portfolio is designed to do and why these kinds of messages push investors to buy bad investment products or products they don’t need.

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Between market timing and stock picking, annuities and cryptocurrencies, scams and overweighting assets, there are many ways to get low returns. Today, Paul and Ira talk through all of these as they help investors on their way to confident investing. Later in the show, Paul shares about his Social Security workshop that doesn’t try to sell you anything; rather, it helps you navigate an important part of your retirement plan.

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Today, Paul shares the article “The Many Reasons ESG Is a Loser” from the Wall Street Journal that outlines why ESG investing is expensive, risky, and not necessarily sustainable. Paul and Ira compare this kind of marketing tactic to some new real innovations that could make the world a better place.

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Today, Paul and Arlene cover a WSJ article called “What Smart Investors Do in Bear Markets.” Paul shares what he likes about the article and helps investors understand more about bear market investing. Later in the episode, Paul and Arlene talk about Elon Musk filing to terminate his deal to buy Twitter.

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