Wealth From Wisdom

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.

Did you know there is a loophole in the 2018 tax plan that could save you a small fortune? Listen to this episode to learn how to save money while paying taxes.

The “V-Word” reared it’s ugly head this week – volatility. No one can tell you what’s next, but we can agree that volatility is normal.

On this episode, Paul West and Jim Caldwell discuss traps you need to avoid and techniques that can help save you money when it comes to paying taxes. Nobody likes paying more than they have to, so make sure you tune in and learn how to keep your money in your pocket.

Typically, social security is thought of as boring. But, it is the most important financial decision you will make in your life. This episode talks about how you could be missing out on MILLIONS of dollars in retirement.

Have you ever wondered if you’ve saved enough for retirement? How much you can afford to spend? Or if you’ll run out of money? On this episode, Paul and Jim answer your biggest questions about saving and investing for retirement.

Some things in life you can’t leave to chance, and that includes your financial game plan. On this show, learn 7 reasons why a second opinion could save your retirement.

How much will you pay in taxes in retirement on your IRA, 401K and other investments? On this episode, learn how some forward-looking tax strategies could help you save thousands.

Do you plan to retire in the next 5 years? If so, that clock is officially ticking. But, there is a lot more work to be done than you know. The planning and preparation you do now can determine your success or failure.

Some things in life you can’t leave to chance, and that includes your financial game plan. Learn 7 reasons why a second opinion could save your retirement on Wealth From Wisdom.

Almost $10 Billion in Social Security benefits goes unclaimed every year. But that’s just the tip of the iceberg. On this episode, learn how to navigate the complicated process of claiming your benefits.

65% of Americans do not fully trust financial services. On this episode, Ron and Paul discuss the negative side of financial services, and how you can avoid it.