Wealth from Wisdom

Most people THINK they’re ready to retire … long before they’re financially prepared. On this episode, learn the 5 things you must tackle before you start planning that retirement party.

Don't get hammered with taxes in retirement... Listen to this episode to learn how you could save yourself thousands of dollars in retirement, if not more!

Your success or failure in retirement … will be determined by one thing. And that one thing … is timing. On this episode, learn how to navigate the timing of critical issues that could make or break your retirement.

There are 5 strategies that could help you get more out of your Social Security benefits when you retire. Don’t miss this episode of Wealth From Wisdom to find out what they are!

There are some things you can’t control with financial planning. But there are 5 things you CAN control … that could give you a big financial shot in the arm. On this episode, Paul and Erin talk about how you can make your money and investments go further in retirement.

There’s one thing that could help you avoid losing your shirt in a stock market correction, or a bear market. Hear Paul West and Scott Kubie on this episode to learn more.

Required Minimum Distributions could trigger an avalanche of taxes you never expected! Learn how to avoid 5 critical mistakes that could cost you a fortune.

On this episode, Paul is joined by Erin Wood, Vice President of Wealth Planning at Carson Wealth. Tune in to hear what most people overlook in retirement, and how you can ensure you are successful in your retirement.

Your biggest expense in retirement isn’t what you think… On this episode of Wealth From Wisdom, Paul and Jim discuss the piece of the retirement puzzle that you are probably overlooking.

You’d never let a first time contractor remodel your house, so why let an inexperienced advisor manage your money? On this episode, Paul and Jim discuss the 5 things smart investors NEVER do with their money.