Steve Paul nyilvános
[search 0]
Több
Download the App!
show episodes
 
Welcome to "Retirement Approved," the go-to podcast for anyone looking to secure their financial future. Hosted by Matt Paul and Steve Paul, Certified Financial Planners (CFP®) at RW Paul & Associates in Novi, Michigan, this show is your ultimate guide to understanding and preparing for retirement. Join us as we delve into the essentials of retirement planning. With their extensive knowledge and experience, Matt and Steve will help you evaluate how prepared you are for retirement, identify a ...
  continue reading
 
Loading …
show series
 
In the latest episode of Retirement Approved, Matt and Steve dive into the glittering world of gold investing. As gold prices reach new heights, we’ll explore the reasons behind this surge and what it means for investors. Gold has always been a hot topic in the investment world, often seen as a safe haven in times of economic uncertainty. But how s…
  continue reading
 
Few things get as much attention inn retirement planning as Social Security because of its importance and its uncertain future. Today we’re going to tackle some of the essential planning conversations you need to have about Social Security and clear up the questions people are asking as we head into a new year. Here’s what we discuss in this episod…
  continue reading
 
Everyone wants to get a leg up on the stock market and make shrewd investment decisions to grow their portfolio. The problem is trying to time the market is incredibly difficult. So many different factors are at play when you’re investing in the market and that’s why even the smartest people get it wrong. In this episode, we’re going to tackle the …
  continue reading
 
The age-old question in retirement planning is how much do I need to retire? For many years, people have made one million dollars their goal as if that’s a sure-fire amount to retire on. It’s a nice round number to aim for, but is it really going to be enough? Today we bring on Matt Dombrowski, CFP® to discuss the process we go through with clients…
  continue reading
 
August has been a month of market volatility, leaving many investors feeling uneasy about their portfolios. There’s plenty of reason to believe that it will continue through the rest of the year. So let’s discuss the reasons behind this turbulence and provide our view on how to navigate the remainder of 2024. We’ll breakdown the different factors t…
  continue reading
 
An idea that we had years ago has finally come to fruition and we’re excited to debut our new book, Retirement Approved. This comprehensive guide is designed to simplify the complex world of retirement planning, making it accessible for everyone, whether you're approaching retirement or already enjoying your golden years. For the month of August, y…
  continue reading
 
Retirement should be a time of relaxation and enjoyment, but it can quickly become a period of stress if you haven’t addressed the biggest risks to your financial security. Today we’re going to identify the five biggest risks that could derail your retirement plan and discuss ways to combat these risks through planning. Understanding these five maj…
  continue reading
 
We’re back to talk more news, and this week, we’re tackling the world of meme stocks, the latest on inflation, and the rise of Ethereum ETFs. You might’ve heard of Keith Gill, known online as “Roaring Kitty” who recently shook the financial world with his bold moves on GameStop. The brothers discuss his recent success and whether GameStop is still …
  continue reading
 
When it comes to retirement planning, annuities often get a bad rap. However, they can be a powerful tool for ensuring financial security in your golden years. In this episode, we’ll take a deep dive into the world of annuities, breaking down the different types and how they can benefit your retirement strategy. From the basics of single premium im…
  continue reading
 
Cryptocurrency has taken the world by storm, but for many, it remains a tangled web of complexity. Today we’re going to dive into five questions about crypto and try to simplify things for any investor hoping to learn more. Whether you're a retiree curious about adding crypto to your portfolio or a novice investor eager to understand the basics, th…
  continue reading
 
The news is never short of headlines and this year is certainly not devoid of big stories. With so much uncertainty at home and abroad, it’s not surprising that we’ve received numerous questions about the economy and what might be coming in the near future. While we can’t predict what will happen with the economy, we can address all of the concerns…
  continue reading
 
Taxes may suck, but your retirement planning doesn't have to! There are strategies that everyone should consider that could benefit you when it comes to the daunting topic of taxes and wealth transfer. We’ll tackle the topic today with humor, clarity, and actionable advice. Learn how to leverage after-tax accounts, avoid common IRA traps, and why s…
  continue reading
 
Every investor has a unique risk profile, but no matter how you approach your portfolio, there’s always a place for safe money. It comes in all types of forms with varying levels of risk and return, but what are the best safe money options to consider? In this episode, we’re going to run through a list of some of the most common products we utilize…
  continue reading
 
Most people don’t really get serious about their finances until they are well out of college, but the sooner you begin establishing strong financial habits, the better position you’ll be in for retirement. Today we’re going to share some tips for younger investors to help ensure that you’re doing everything you can to set yourself up for success in…
  continue reading
 
Financial scams continue to evolve with the rapid pace of technology and it has become a year-round business for thieves. Every year it becomes harder and harder to spot the scam, which means you need to stay vigilant about keeping your assets secured. So how do you do that? Today we’re going to share tips on what to look for and how to spot these …
  continue reading
 
To be a successful investor, you need to be able to block out the noise. In a world where entertainment outweighs information, it’s not always easy to filter out the truth from the sensational. Today we want to dive into this world of entertainment investing versus building a true financial plan. Matt and Steve will focus on the approach we take to…
  continue reading
 
Welcome to the first episode of Retirement Approved. We’re kicking off the show with a look at a busy year ahead and three key investment areas we’re watching. Listen in as we tackle the financial landscape of 2024, dissecting strategies for navigating an election year, balancing equities and fixed income, and the much-debated realm of cryptocurren…
  continue reading
 
Loading …

Gyors referencia kézikönyv