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Podcast Archive

Volatility in the New Year

01/12/2019

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.

Co-host: Paul West, Scott Kubie

The Start of the 2019 Market

01/05/2019

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.

Co-host: Paul West, Erin Wood

End of Year Volatility

12/29/2018

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.

Co-host: Paul West, Erin Wood

How to Manage Your Largest Asset

12/22/2018

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.

Co-host: Paul West, Erin Wood

How to Retire in a Bear Market

12/15/2018

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!

Topics: Retirement

Co-host: Paul West, Jim Caldwell

How the Holidays Can Affect Your Retirement

12/01/2018

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.

Topics: Retirement

Co-host: Paul West, Erin Wood

7 Retirement Blindspots

11/17/2018

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.

Topics: Retirement

Co-host: Paul West, Jim Caldwell

Keep Your Money In Your Pocket

11/10/2018

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.

Topics: Retirement

Co-host: Paul West, Jim Caldwell

Taxes Could Be Costing You More Than 50% of What You Earn

10/27/2018

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.

Topics: Taxes, Teenagers, Money

Co-host: Paul West, Jim Caldwell, Cece West

Discover New Tax Loopholes

10/20/2018

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.

Topics: Taxes

Co-host: Paul West, Jim Caldwell