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Money is just a tool to express what matters most to you. So what matters more than money itself? Today, Paul doesn’t shy away from deep questions about life and purpose. Listen along to hear why making a financial plan starts with understanding your true purpose for money. Later in the episode, Paul talks about ongoing goals and year-end housekeeping.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
The holidays are upon us, and they are often a stressful or discouraging time for many with family stress and shorter days. Today, Paul shares a study from Harvard Health about thankfulness. Listen along to hear how academicians researched what happens to those who are asked to practice gratitude versus those who are asked to focus on their hardships. Later in the episode, Evan reminds investors to seek out information about vesting in 401(k)s.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
This week President Biden announced his nomination of Jerome Powell to serve another term as Fed chair. Today, Paul shares why the media gets it wrong when they oversimplify the causes of inflation and quickly politicize the Federal Reserve System. Listen along to gain some insight into interest rates, inflation, employment, and the reappointment of Powell as Fed chair. Later in the episode, Paul shares a hot fund that went cold.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
The dollar has held a monopoly in the U.S. for hundreds of years, and everyone has benefited. The state backs the dollar, it has no competition, and its value is well understood. Today, Paul talks about what is deeply troubling about cryptocurrency and what happens when you have a currency that has no enforcement body and is subject to a wildly unpredictable currency market.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
This week, Elon Musk sold 8 million shares of Tesla for $8.8 billion, driving the shares price down 7%. Today, a listener asks the Investor Coach: “Why would he do this? What is his tax exposure? Was this a smart move?” Listen along to hear how CEOs get paid, the details of the Elon Musk story, and why he made this move. Later in the episode, Paul explains how low fee companies hide their fees from investors.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Many stories were in the news this past week, but the trial of Kyle Rittenhouse overshadowed them all. Paul relates this to investing by diving into topics such as narrative bias, decision making, and why the brain overlooks or rejects facts to try to make complicated situations simpler. Listen along to hear why we usually decide with our emotions and then justify our decisions. This can hurt not only in the court of public opinion, but also in your investments. Later in the episode, Paul talks about issues retirees can have finding their “forever” home.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Join Paul in a two-part episode as he walks through the fundamentals of investing. Grab a pen and paper as Paul asks you to write out what you know about investing and to reevaluate if it’s true or the result of incessant marketing tactics. Listen along as the Investor Coach unpacks decades of investment trends and messaging and helps you find a path forward where you can tune out the noise.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Join Paul in a two-part episode as he walks through the fundamentals of investing. Grab a pen and paper as Paul asks you to write out what you know about investing and to reevaluate if it’s true or the result of incessant marketing tactics. Listen along as the Investor Coach unpacks decades of investment trends and messaging and helps you find a path forward where you can tune out the noise.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Most of the financial industry runs off a standard of “suitability.” In short, as long as the solution someone offers suits your needs, it is acceptable. Today, Paul and Ira talk about the differences between suitability and fiduciary standards and how both of them can be used to hurt investors.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Today, Paul dives into a recent WSJ article: “Bond Investors Aren’t Buying Crypto Craze.” Listen along to hear some of the struggles crypto brings to more conservative investors and why the volatility of cryptocurrencies makes them more risky than valuable.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
