Paul starts the show talking about how most investors are overweighted in seven large US companies and dont even realize it. This is because advisors and investment firms know the basic tenets of inv

Paul, Evan, and James talk about how quickly conversations about money and purpose come in the retirement planning process with new clients. Evan realizes that it may be difficult to slow down and thi

If investing was a race and each day you did not know the location or terrain you would be racing on, it would be a good idea to come prepared with a few different kinds of investment vehicles. Today,

In Warren Buffett's most recent newsletter, Buffett spends time eulogizing his friend and partner, Charlie Munger, while sharing the most concerning trend in the investing industry right now: turning

In Warren Buffett's most recent newsletter, Buffett spends time eulogizing his friend and partner, Charlie Munger, while sharing the most concerning trend in the investing industry right now: turning

No one likes to be stressed about money and the future, but most people have a really hard time planning and following through. Why is that? Today, Ira and Anne compare two different articles that tal

Most people walk into a meeting with a financial advisor trusting that the advisor will help them navigate the financial industry and advocate for their needs and goals. Unfortunately, that is often n

Most people walk into a meeting with a financial advisor trusting that the advisor will help them navigate the financial industry and advocate for their needs and goals. Unfortunately, that is often n

Do you ever feel spread thin in your business and personal life? Are you struggling to take the next step in your goals or find a good work-life balance? Paul invites business coach Charles Alexander

Do you ever feel spread thin in your business and personal life? Are you struggling to take the next step in your goals or find better work-life balance? Paul invites business coach Charles Alexander