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Latest episodes

Learning About Qualified Longevity Annuity Contracts (QLACs)


Have you ever heard about or been offered a qualified longevity annuity contract? Today, Paul and his team compare the returns of this increasingly recommended insurance product to other annuity products and a run-of-the-mill stock portfolio. Listen along as Paul explains what you need to know about this product and how this differs from other annuities, and Evan explains some of the tax disadvantages. Listen along to learn about QLACs and see why Paul doesn’t think it will help investors achieve their goals as they age.

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

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A Surprising CNBC Interview With Tastytrades Founder


Tastytrade Founder and Co-CEO, Tom Sosnoff, was interviewed on “Squawk Box” and made some jaw-dropping comments about meme stock trading. Paul and his team share the interview and provide a play-by-play to explain why he’s being accused of hurting investors. Listen along to hear a lively discussion on efficient versus inefficient markets and why these companies are praising young investors for getting involved while taking their money at the same time. Later in the show, Paul discusses how $615 million of crypto assets are missing and nothing can be done about it.

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

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Older Employees Share Regrets About Retirement Saving


Do you have a realistic picture of what your retirement income will look like? Paul and the team share a ThinkAdvisor article called “5 Biggest Retirement Planning Regrets of Older Workers, Retirees.” Paul sees if the team can guess investors’ biggest regrets and encourages listeners to find out if they are on the way toward reaching their retirement goals.

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

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Advisors Are Falling Into an Obvious Trap


Investors get stereotyped for letting behavioral biases drive them into poor investment decisions. Are advisors falling into the same traps? Paul covers an article on the subject to give you, the investor, the ability to find an advisor that will keep you on course and reach your financial goals.

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

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Would a World Currency Hurt the Dollar and My Investments?


A listener asks about the investments in her retirement plan because she’s concerned that a world currency could hurt the dollar. She wants to know if there are any investments that could help protect her from this risk. Paul explains the different investments in a properly diversified portfolio and how they all come together to lessen not only the risk of currency devaluation but also other market forces that hurt returns. Listen along to hear why diversification can help bring peace of mind in investing.

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

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Keeping Yourself Safe From Cyber Attacks


While Russia has made it clear that it plans to continue engaging the West in cyber attacks, Paul says there are plenty of other reasons to improve your cyber security. Paul shares some easy, practical tips and trusted products to provide more security around your identity and assets. Later in the show, Paul explains the problem with large fund companies having a controlling interest in the companies that are in their funds.

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

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Listen to This Before You Co-Sign a Loan


A recent story that started off as a parent wanting to help their child took a turn when the child stopped making payments and the parent became disabled and couldn’t work. Listen along as Paul and Ira talk about what can be done, how much of the loan the parent is responsible for, and what financial planning techniques can help others avoid this situation. Later in the episode, Paul and Ira talk about a great article by Jason Zweig called “What Teenagers Really Learn From Stock-Market Games.”

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

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NFTs: You’re Not Going to Miss Out


New technology, such as NFTs and blockchain, may revolutionize the way businesses operate in the future, but that doesn’t make them good investments. Today, Paul shares an ad that appeals to investors’ desires to reap the benefit of an evolving world by investing in NFTs. Paul explains why innovation and market disruption can benefit all investors, but giving your money to these companies is more akin to gambling than investing. Later in the episode, Paul talks about Intel’s CEO making it in the news this week and why America could be pushed toward self-reliance and away from the global economy.

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

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The Personal Nature of Inheritances


Paul fields a question from a listener about unmet expectations from a family member regarding an inheritance and shares why bringing an estate lawyer into these mediations is important. Later, Paul responds to the article “Odds Are, You’re Better Off Buying an Index Fund. Here’s Why.” Paul explains why index funds are better than actively managed funds but are still problematic. Paul shares which area of the market that indexing works well in.

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

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Winners and Losers Two Years After COVID Market Meltdown


Paul marks the two-year anniversary of the bottom of the 2020 COVID market meltdown. Paul remembers the horrible losses investors had and how they got convinced to pull out at the wrong time. Listen along as Paul explains why the investment industry is obsessed with convincing you that you can experience gains without the risk of experiencing losses and why you need someone who will tell you the truth.

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

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