Wealth From Wisdom

In this week’s show, Ron and Paul discuss social security, and how you could avoid losing tens of thousands of dollars in benefits.

Volatility is roaring back on Wall Street! What does it all mean for you and your investments?

If you own an IRA, 401K, or other pre-tax retirement account, you will be impacted by required minimum distributions learn more with Ron and Paul on this weeks episode

Many Americans use the tax laws to their benefit, and can legally get away with avoiding high tax fees. Learn how you can do the same.

There are over 450,000 people over the age of 100. Humans are living longer than ever, but are they ready for the longer retirement that comes with that? Ron & Paul will teach you how to prepare yourself for a longer retirement than you expected.

It’s a fact … 60% of Americans will retire unexpectedly. Learn 5 steps to prepare yourself now … no matter what curveballs life throws your way.

Women live longer than men. And that poses several unique and daunting challenges that threaten their retirement. Learn what they are with Paul West.

The Road to Retirement is complicated and confusing, and many people make easily-avoidable mistakes. Learn how to avoid these mistakes, and how to save yourself thousands of dollars in fees.

As the New Year came and went, you are one step closer to retirement. Paul & Jim Caldwell will cover the 5 strategies that will help you take control of your money, and can help you retire sooner than you thought possible.

Join Ron and Paul as they discuss 9 year-end financial planning tips starting the week after Thanksgiving! As you head into the holiday’s, you wont want to miss these tips that could save you thousands of dollars.

If you could speak with the most successful investors in the world … What would they tell you to do with your investments today? And what would they tell you not to do? Join your co-hosts Mark and Paul as they discuss 10 things smart investors never do!

Investors are prone to making irrational decisions. The simple truth is that what feels good, or what satisfies an immediate impulse, is not always compatible with generating positive, long-term returns

Traditional “go-to” options for generating income are dead. Pensions are all but history. Rates on CD’s and savings accounts are low. Bond yields aren’t any better. Investing in stocks right now is potentially risky And life expediencies keep getting longer, and longer. Don’t just have a retirement plan. Be sure you have a strategy to generate income from a handful of diversified sources.

The market has surprised everyone by breaking record, after record, after record. And many investors have made the dangerous assumption that this market … is unstoppable. Join Ron and Paul as they discuss ways you can help yourself survive the next major market correction.

Focus on these 7 fundamentals that will ultimately help you make the most out of every dollar you’ve saved for retirement.

Think you’re ready to retire? Despite their confidence, 3 out of 4 Americans can’t pass a basic retirement quiz! Get a retirement crash course on this week’s episode of Wealth From Wisdom with hosts Ron and Paul.

Social Security is likely to be one of your most important sources of retirement income, but the amount you will receive can vary considerably based on when you sign up and your marital status. Join Ron and Paul as they share seven things you should know as you decide when to claim Social Security benefits.

Having a successful financial game plan doesn’t have to be complicated. It’s about how a handful of simple steps could make a world of difference. Join Ron and Paul as they discuss how to take these simple steps to pursue your retirement goals.

People adopt certain beliefs, or make assumptions about investing for retirement. Join Ron and guest Mark Schlipman to set the record straight on 7 toxic investing myths you see and hear in your everyday client meetings.

Contributing to an IRA or 401K is easy, but withdrawing this money in retirement gets complicated. If you’re not paying attention, you could easily trigger an avalanche of taxes, penalties and fees. Listen to Ron and Paul on why having a strategy is so important.