Wealth from Wisdom

What is the magic number that will let you retire? What if we told you that number wasn’t so magical after all? On this week’s episode, Paul and Erin discuss what you could be missing for your retirement, and how to fix it before its too late.

If the market suddenly dropped in 2019, would you be prepared or would you be in a sheer panic? On this episode, Paul is joined by Scott Kubie to discuss how you can prepare for volatility in 2019.

The new year will bring an unprecedented amount of challenges for you and your money. On this episode, Paul and Erin Wood discuss how the new year affects you and your retirement plans.

What if the market had a 50% correction? Would you be in a sheer panic, or would you be prepared? As 2018 comes to a close, Paul is joined by Erin Wood to discuss the recent volatility and how you can be ready for it.

Your IRA or 401k may be your largest asset, and the single most important key to retiring successfully. Aside from looking at your balance every month, when is the last time updated or rebalanced your investments? Join Paul West and Erin Wood to discuss the critical mistakes people make with their IRAs or 401ks, and how you can avoid losing your money in retirement.

According to a recent study by CNBC, if you retire during a bear market, you could end up with 66% less money for the rest of your life. How can you avoid this? Tune in to this episode to find out!

The average person spends $1000 on Christmas presents. Don’t let holiday deals trick you into going overboard when it comes to shopping. On this episode, Paul is joined by special guest Erin Wood, Vice President of Wealth Planning for Carson Wealth. Tune in to hear the 4 critical factors you should keep in mind when buying gifts.

The very last thing you need in retirement is an unexpected financial surprise. On this episode of Wealth From Wisdom, Paul and Jim discuss the most common retirement blind spots, and how you could be avoiding them.

There is a fine line between daily monitoring your portfolio, and completely ignoring it. On this episode of Wealth From Wisdom, Paul and Jim discuss short term redemption fees, how to monitor your portfolio and how to keep your money in your pocket.

In a very special episode of Wealth From Wisdom, Paul and Jim are joined by Paul’s daughter, Cece West. They discuss taxes, money memories, the “Parent Tax,” and what babysitting, soccer refereeing, and lemonade stands have in common. Make sure you listen to this episode to hear all about what teenagers think about money, and how you can help your kids understand it better.