During this call, we address four questions regarding the recent volatility in financial markets: What’s being reported in the news? What’s NOT being reported in the news? What are we doing to address the volatility? What aren’t we doing? The answers attempt to provide context to the volatility and create the foundation for why we remain bullish on the economy and stock market over the long run ..read more

Timing the market? Taking too much risk? Too little? Listen in as Rich and Steve discuss common retirement planning mistakes. www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial an ..read more

Rich joins the Paul W. Smith Show to discuss the #2 trillion coronavirus bill and why now is not the time to panic.  Aired on 3/25/2020 on WJR News/Talk 760 AM. www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financ ..read more

Join us for our Q1 2020 Market Update as we discuss recent headlines moving the market. Including Saudi Arabia & Russia's Oil Price War, the Coronavirus, the upcoming 2020 Presidential Election, and Interest Rates. This is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financia ..read more

Listen in as Rich and Steve are joined by Senior Investment Strategist, Mike Sorrentino, CFA. All three major U.S. Indexes are down over 10% over the last week, and fear over the Coronavirus outbreak are prompting investors to ask if now is the time to sell out of stocks.  www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ..read more

On this episode of the Retirement Planning Podcast, Rich & Steve discuss the recent news about the Coronavirus and other headlines that move markets and how they may impact your retirement.  www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which ..read more

On this episode of the Retirement Planning Podcast, Rich & Steve discuss the recent passing of The Secure Act and how that might impact your retirement.  www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who success ..read more

Rich welcomes special guest, Wade Pfau, to the Retirement Planning Podcast. They discuss his new book "Safety-First Retirement Planning" and delve into the issues retirees are facing today. Get the book on Amazon! Retirement Researcher Website www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ..read more

Listen in as Rich and Steve discuss how it's important to tune out the media when it comes to financial planning. They also discuss financial advisor red flags and what to look out for when finding an advisor.   www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) i ..read more

Are you a retiree with a Ford Pension Lump Sum, GM Pension Lump Sum, or Fiat Chrysler (FCA) Pension Lump Sum? Listen in as Certified Financial Planner™ professionals Rich and Steve Paul discuss the pros and cons of taking the pension versus the lump sum buyout. Their new book is available on Amazon: The Autoworker's Guide to Lump Sum Pensions: 5 Crucial Decisions Retirees from Ford, GM, and FCA Want to Get Right. You can also read Rich's article in Kiplinger: Pension Payments or Lump Sum? Take Your Time to Get It Right Have a Ford Pension Lump Sum? Have a General Motors Pension Lump ..read more