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Latest episodes


Paul and the team talk about a WSJ article titled “Deflating Your Inflation Fears.” Listen along to hear how predictions about inflation have unfolded over the past 50 years and what makes your money susceptible to inflation. Later in the episode, Paul gets into the kind of investments that are protected from inflation and how confident investors view these disruptions.

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


Retirement gives most people the opportunity to reconsider their lifestyle. Without work or family responsibilities, more retirees consider selling their home, packing up, and living on the road for a while. Today, Paul covers a WSJ article that covers the financial and legal needs of people who try to establish domicile in a mobile home as well as some alternatives to this lifestyle that are important to consider. Later in the episode, Paul talks about someone who spent their life studying retirement and what they learned after doing it themselves.

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


Having made it through Halloween, Paul wants to remind you that there is more to be afraid of than just things that go bump in the night. Listen along to hear some frightening financial statistics and what they mean on topics ranging from debt collections and savings to credit card interest and wage stagnation. Avoid these pitfalls at your own peril.

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


Companies are struggling to move their products and meet the pent-up demands of American consumers. Paul and Anne talk about the issues with ports and the trucking industry and why high prices aren’t necessarily a sign of permanent inflation. Listen along to hear how companies can adapt to increase supply and why investors should hang tight and wait for this to pass. Later in the episode, Paul talks about a proposed regulation that would make ESG funds a standard option in all retirement accounts.

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


Paul answers a listener who wants to know more about life insurance retirement plans (LIRPs) and if they should be used for retirement. Listen along to hear about life insurance retirement products, how the money accumulates, and how you take an income on the policies. If you’ve ever wondered about these products, this episode explains how life insurance costs affect your retirement.

You can view a sample life insurance rate sheet by clicking the image:


Studies show that investors don’t have the retirement investments they ought to have based on the market’s returns. Large investment companies lead you to believe that market performance is the issue, but that is inaccurate. If you are trusting these companies with your retirement by using target date funds or allowing the companies to choose your investments, this episode is for you. Listen along to hear why it pays to know more about your investments and not blindly trust large investment companies.

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


Paul talks about how some academics use their research to promote products with large commissions. Listen along to hear why it’s not enough to follow every bit of research because not all academics are created equal. The research must be properly vetted.

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


Financial companies market products to you based on what you think drives returns. These products can promote stock choice, low costs, or asset allocation, but Paul talks about what really drives returns and why investors should take a certain type of risk. He then describes the kind of return that has proven trustworthy in your investments. Later in the show, Paul talks about a warning from the IMF on cryptocurrencies.

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


Having humility and an eagerness to learn are essential to success. Pro athletes listen to their coaches. Business leaders have business mentors. Today, Paul talks about how coachability creates success in investing and why your past investment mistakes might put you in a better place to succeed. Later in the episode, Paul talks about whether the IRS will be monitoring more bank accounts.

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


A large segment of the financial industry touts using advanced technical analysis to follow the daily patterns of markets, stocks, and cryptocurrencies to make better predictions about the future. Today, Paul and Jim talk about where research and analysis fit in investing and what you should know about companies that sell technical investment analysis products.

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

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