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Paul connects the dots between the trends of the market and the attitudes of investors now versus the late ’90s. Listen along as Paul and Jim discuss what happened to investors in the ’90s and some modern parallels we see today. Later in the show, Paul and Jim cover some blindspots that open up investors to poor investment choices.0
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Paul finds a video evangelizing digital currencies and trying to convince investors that passing on crypto is the biggest mistake you can make. Listen along as Paul fills in the gaps and explains what they aren’t telling you about cryptocurrencies.
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Congress has a new proposal that would change the kind of investments you can put in tax-advantaged accounts. Congress is proposing limits to how much you can gain in a Roth from lucky stock picks. Today, Paul talks about what is going on and what the legal and financial risks are of using your retirement accounts in unconventional ways. Later in the show, Paul talks about possible changes to Thrift Savings Plans.
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You can find a financial headline that reinforces your feelings about the direction markets are headed. So how can you make sure you’re getting reliable information? Today, Paul looks at two different headlines he found this week that told two different stories. Listen along to hear what principles you need to not be thrown to and fro by financial headlines. Later in the show, Paul shares a recently uncovered scam that took millions of dollars from elderly investors.
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After diving into annuities last week, Paul finds an article that makes a case for indexed annuities. Listen along as Paul goes point by point through the article, providing some missing insights and information to give investors more clarity about this product. Later in the show, Paul addresses investors who are worried about the market’s future direction.
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Paul shares an article today that dives into the misfortune of venture capitalism and private equity investors. Listen along to hear what private equity investment is, how it differs from investing in the market, and why some of the greatest business minds and wealthiest investors aren’t good investment role models. Later in the show, Paul talks about why rent is up in the real estate market
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Due to changing priorities during the pandemic, the baby boomer generation may be choosing to retire earlier even if it means a more modest retirement. Today, Paul, Anne, and Jonathan talk about a study of baby boomers and how the changes in the way we work, live, and spend affect this generation’s expectations of retirement. Paul shares some mistakes baby boomers can’t afford to make in retirement. Later on the show, Paul talks about a new company coming to Tennessee.
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The Social Security COLA is set to rise by 6% next year—its highest increase since 1983. Listen along as Paul and his team break down the various parts of Social Security payments and how taxes, insurance premiums, and inflation could negatively affect a recipient’s benefits.
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Have you ever wondered how annuities are created? Paul and his team pull back the curtain on these financial products in one of the most thorough episodes on annuities to date. Listen along to hear how insurance companies can invest your money, what they can and cannot guarantee, and how they can tangle up your assets when you might need them most.
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Today, a listener asks: “Can you buy Bitcoin in your Roth IRA?” Listen along as Paul explains how the tax advantages of Roth accounts can be a powerful tool for investors and why investing in Bitcoin is taking on risk you’re not getting paid to take. Later on the episode, Paul talks about big fund companies lowering their management prices and why you shouldn’t get too excited.
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