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Latest episodes

Major Fund Companies Can’t Predict the Future, So Why Do They Try?


Today, Paul and Ira go through a few major investment firms’ predictions about 2021 and what would have happened if you had followed their investment advice. Listen along to hear why you should be skeptical if your investment firm asks you to change your investments based on a “new year’s outlook.” Later in the show, Paul explains how you can know if your investments are safe from the kinds of practices that permeate the industry but hurt returns.

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

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Equal-Weighted Funds/The Difference Between Investment Firms


Today, Paul talks about equal-weighted index funds and if they give you better returns. Paul and Ira talk about how what percentage of companies represent the return of markets historically and why investing equally in companies is problematic. In the second half of the show, Paul discusses how most investors think all investment companies are the same because they speak the same language. But in actuality, investment firms have different philosophies. Listen along to hear why Paul is so adamant about educating investors.

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

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Is Long-Term Care Insurance Worth It?


Today, Paul answers a listener who asks whether long-term care insurance is better than saving for these expenses on your own. Paul explains some of the complexities around insurance and end-of-life needs and why he has been a proponent of having long-term care insurance. Later in the episode, Paul shares his big prediction for 2022.

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

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Should You Consider QQQ?


An investor reached out to Paul this week to ask about investing in the Invesco QQQ ETF—a fund that tracks technology companies. Paul takes a look at the ETF, its past performance, and the promises this company makes about the fund. Listen along to hear the Investor Coach explain why you should resist the urge to invest when you find a fund that has high ratings, a great story, and seemingly incredible returns.

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

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Best of the Best of 2021 (Part 2)


Today, Paul and his team talk about the most popular podcast episodes in 2021 month by month. Listen along to reflect on what was most important to investors last year, financial products and philosophies that hurt investors, and some of the trends that might follow us into 2022.

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

Listen Here →

Best of the Best of 2021 (Part 1)


Today, Paul and his team talk about the most popular podcast episodes in 2021 month by month. Listen along to reflect on what was most important to investors last year, financial products and philosophies that hurt investors, and some of the trends that might follow us into 2022.

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

Listen Here →

Personal Growth in 2022 (Part 2)


In the second half of this episode, Paul talks to those who have tried to set goals and just haven’t found success. How do you set goals? How do you reflect on what you really want and then take the steps to reach it? Today, Paul, Evan, and Anne offer some advice. Listen along to this two-part episode as they talk about the importance of personal goals, how to assess yourself personally, their strategies and philosophies, and the building blocks of a fulfilled life.

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

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Personal Growth in 2022 (Part 1)


In order to achieve your goals, you need to know your strengths and weaknesses and where you are and where you’re trying to go. Paul brings Evan and Anne in to continue the conversation about approaching the new year and a holistic approach to goal setting. Listen along to this two-part episode as they talk about the importance of personal goals, how to assess yourself personally, their strategies and philosophies, and the building blocks of a fulfilled life.

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

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A Common Investment Mistake Educated Investors Can Avoid


Paul and Chad talk about risk and a common way people let emotions and chance into their financial futures. Listen along to hear about what investors can learn about the failure of risk tolerance questionnaires and why you don’t want to evaluate the kind of risk you take based on how you’re feeling at any given moment. Paul explains how this can ruin years of wise investment decisions.

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

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How to Choose the Right Goals for 2022


Most people only plan weeks or months into the future. Very few have the forethought to plan years, decades, or generations ahead. Paul and Jim continue their discussion on setting goals in the new year by explaining how you can evaluate yourself and your finances to choose relevant and attainable goals. Listen along to hear how Paul evaluates his life and goals and the areas you don’t want to overlook as you look forward to 2022.

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

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