show episodes
 
Certified Financial Planners™ Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social security, and various other topics that will help you to understand how to best prepare for retirement. Rich and Steve can be heard on "The Rich Paul Show: Your Retirement Survival Guide", a weekly show airing on WJR Radio AM 760. Rich is the author of the book "The Baby Boomers' Retirement Survival ...
 
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show series
 
Timing the market? Taking too much risk? Too little? Listen in as Rich and Steve discuss common retirement planning mistakes. www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or le…
 
Rich joins the Paul W. Smith Show to discuss the #2 trillion coronavirus bill and why now is not the time to panic. Aired on 3/25/2020 on WJR News/Talk 760 AM. www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for an…
 
Join us for our Q1 2020 Market Update as we discuss recent headlines moving the market. Including Saudi Arabia & Russia's Oil Price War, the Coronavirus, the upcoming 2020 Presidential Election, and Interest Rates. This is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for an…
 
Listen in as Rich and Steve are joined by Senior Investment Strategist, Mike Sorrentino, CFA. All three major U.S. Indexes are down over 10% over the last week, and fear over the Coronavirus outbreak are prompting investors to ask if now is the time to sell out of stocks. www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educationa…
 
On this episode of the Retirement Planning Podcast, Rich & Steve discuss the recent news about the Coronavirus and other headlines that move markets and how they may impact your retirement. www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a…
 
On this episode of the Retirement Planning Podcast, Rich & Steve discuss the recent passing of The Secure Act and how that might impact your retirement. www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any finan…
 
Rich welcomes special guest, Wade Pfau, to the Retirement Planning Podcast. They discuss his new book "Safety-First Retirement Planning" and delve into the issues retirees are facing today. Get the book on Amazon! Retirement Researcher Website www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not in…
 
Listen in as Rich and Steve discuss how it's important to tune out the media when it comes to financial planning. They also discuss financial advisor red flags and what to look out for when finding an advisor. www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. P…
 
Are you a retiree with a Ford Pension Lump Sum, GM Pension Lump Sum, or Fiat Chrysler (FCA) Pension Lump Sum? Listen in as Certified Financial Planner™ professionals Rich and Steve Paul discuss the pros and cons of taking the pension versus the lump sum buyout. Their new book is available on Amazon: The Autoworker's Guide to Lump Sum Pensions: 5 Cr…
 
Paul W. Smith welcomes Richard Paul on his show to discuss his new book, The Autoworker's Guide to Lump Sum Pensions: 5 Crucial Decisions Retirees from Ford, GM, and FCA Want to Get Right. Available on Amazon: https://www.amazon.com/Autoworkers-Guide-Lump-Pensions-Fiat-Chrysler/dp/1088885632/ www.rwpaul.com/ Disclosure: The Retirement Planning Podc…
 
Rich and Steve discuss the game of chess, and relate the various chess pieces to the elements of a successful retirement plan. www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or l…
 
Rich and Steve discuss the 8 essential elements to every retirement plan. www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Certified Financial Planner Board of St…
 
Rich Paul, CFP® and special guest Rebecca Wrock, discuss common estate planning mistakes such as a minor inheriting money, ways to stretch your IRA, adding a child as joint owner, lady bird deeds, and more. www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Plea…
 
Rich and Steve use baseball analogies to explain planning for retirement. Should you swing for the fences? Is there a perfect five tool investment? www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial,…
 
When you retire from a company such as Ford, GM, or Chrysler, you may be faced with the biggest financial decision of your life. Should you take the lifetime of income, or should you take control of the money? Listen in as CERTIFIED FINANCIAL PLANNER™ professionals, Steve Paul and Rich Paul, discuss this difficult decision. www.rwpaul.com/ Disclosu…
 
Rich and Steve discuss tax diversification and paying off bad debt as you approach retirement. www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Certified Financia…
 
Retirement isn't the same as it used to be. People are working longer, less dependent on social security and pensions, living longer, and healthcare is a bigger question mark than ever. www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qua…
 
Losing a spouse is the most difficult experience a person can endure in retirement. When it happens, you lose more than just your spouse. You may lose a pension or a social security check, so this is something that needs to be planned for. www.rwpaul.com/ Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intend…
 
Rich and Steve discuss the traditional 60/40 retirement portfolio, and how we can't expect the same returns out of bonds in today's interest rate environment. They also make available a whitepaper from finance legend, Robert Ibbotson, discussing Fixed Indexed Annuities as an alternative to bonds. www.rwpaul.com/ Disclosure: The Retirement Planning …
 
On this episode of the Retirement Planning Podcast, Certified Financial Planner™ professionals, Rich Paul and Steven Paul, discuss the benefits of converting pre-tax retirement funds to a Roth IRA. www.rwpaul.com Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult…
 
In this episode of the Retirement Planning Podcast, Rich and Steve discuss the importance of estate planning. If you don't have your documents in place and updated, you may be flirting with disaster. This podcast is for educational purposes only and not intended as financial or legal advice. Please consult with an estate planning attorney for advic…
 
Questions from the mailbag: Should I max out my 401k? Should I cash out of my company stock? Do I need to take an RMD from an Inherited IRA? www.rwpaul.com Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment advice. Please consult with a qualified professional for any financial, insurance, …
 
What are retirees most worried about these days? Listen in as financial advisors, Richard and Steven Paul discuss Market fluctuations, interest rates, longevity, and more. www.rwpaul.com Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment advice. Please consult with a qualified professional…
 
Rich and Steve discuss the two of the main retirement risks investors are facing today - Market Highs and Interest Rate Lows. www.rwpaul.com Disclosure: The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment advice. Please consult with a qualified professional for any financial, insurance, tax, or legal m…
 
Certified Financial Planner™ professionals, Rich Paul and Steven Paul, discuss not procrastinating when it comes to retirement planning. Whether it's getting laid off, or getting offered a pension lump sum buyout from a company like Ford, GM, or Chrysler, or simply exploring other options outside your 401(k), it's important to start planning sooner…
 
Certified Financial Planner™ professionals, Rich Paul and Steven Paul, discuss common 401(k) blunders such as Target Date Funds, Costs, Risks, and not contributing up to the employer match. They also discuss how to find a financial professional who puts your needs first, and why the letters after a financial advisor's name may or may not be importa…
 
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