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Latest episodes


Did you know there are eight common money personality types? One of the most important parts of financial success is discovering your personal beliefs and attitudes toward money. In a two-part episode, Paul and Ira cover the common money personality types to help you identify your personality type and grow into a more confident person in this area.

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


Did you know there are eight common money personality types? One of the most important parts of financial success is discovering your personal beliefs and attitudes toward money. In a two-part episode, Paul and Ira cover the common money personality types to help you identify your personality type and grow into a more confident person in this area.

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


Understanding your spending and saving habits is an important part of being prepared for retirement. Today, Paul and Michael discuss the Kiplinger article titled “An Easy Way to Find How Much You Will Spend in Retirement.” Listen along as the two financial planners share practical tips for understanding your finances well enough to avoid trouble in retirement.

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


Not everyone gets a chance to figure out their finances at an early age. Today, Paul and Jim talk in depth about how we can better prepare the next generation to make better money choices. Listen along as they cover the topics they would include in a financial education class for young people.

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


Jim found an article that outlined over 30 problems with media sources and how we relate to them. Today, Paul and Jim share the ones that stand out to them and how they apply to money and investing. Listen along to gain some insight into why financial media and financial institutions create messaging and markets for investors.

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


The stock market can usually indicate the direction the economy is headed. Today, Paul and Chad talk about how the risk of a recession has arisen over the last few years and what factors are putting pressure on our economy. Listen along to hear why investors should not panic about the future and which economic indicators are healthier than you might expect.

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

Today, Paul and Chad Henson talk about a recent phenomenon called the Great Unretirement. The pandemic caused a large group of people to take an early retirement, whether it was due to layoffs or just taking advantage of the changing work climate. But now over 1.7 million Americans in early retirement are trying to rejoin the workforce.

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


If you’re estate planning, don’t miss out on the benefits of a 529 plan. Today, Paul explains what these plans are and why you should consider this tax-advantaged investment vehicle if you or your family may have education expenses. Later in the episode, Paul talks about how career counselors can help you navigate through the job world.

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


It’s easy to believe that if things are bad, they’re going to stay that way. Today, Paul and Ira talk about a reason for optimism in the energy sector with nuclear energy innovations. Listen along to hear how companies are collaborating and changing to make alternative energy options cheaper, safer, and more efficient. Paul encourages investors to stay optimistic and embrace proven investment strategies during this time. In the second half of the show, Paul and Ira show how owning stocks has outperformed real estate as they compare the track record of the S&P 500 with the Case-Shiller Home Price Index over a 50-year period.

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


Almost half of Americans have not saved enough and have a lower standard of living during retirement. Paul and Jim talk about a new provision for 401(k) plans being voted on to help Americans who don’t have enough emergency savings. Listen along to hear why Congress may not be incentivizing the right behavior but also why Paul and Jim think this potential change could benefit those who are struggling the most.

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

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