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Podcast Archive

5 Common Investment Diversification Mistakes That Could Cause You to Lose Your Shirt

03/16/2019

There’s one thing that could help you avoid losing your shirt in a stock market correction, or a bear market. Hear Paul West and Scott Kubie on this episode to learn more.

Co-host: Paul West, Scott Kubie

5 Critical RMD Mistakes… You Can’t Afford to Make

03/02/2019

Required Minimum Distributions could trigger an avalanche of taxes you never expected! Learn how to avoid 5 critical mistakes that could cost you a fortune.

Co-host: Paul West, Jim Caldwell

How to Be Successful in Retirement

02/23/2019

On this episode, Paul is joined by Erin Wood, Vice President of Wealth Planning at Carson Wealth. Tune in to hear what most people overlook in retirement, and how you can ensure you are successful in your retirement.

Co-host: Paul West, Erin Wood

Your Biggest Expense In Retirement

02/09/2019

Your biggest expense in retirement isn’t what you think… On this episode of Wealth From Wisdom, Paul and Jim discuss the piece of the retirement puzzle that you are probably overlooking.

Co-host: Paul West, Jim Caldwell

How NOT To Invest Your Money

01/26/2019

You’d never let a first time contractor remodel your house, so why let an inexperienced advisor manage your money? On this episode, Paul and Jim discuss the 5 things smart investors NEVER do with their money.

Co-host: Paul West, Jim Caldwell

The Magic Retirement Number

01/19/2019

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.

Co-host: Paul West, Erin Wood

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