The news is never short of headlines and this year is certainly not devoid of big stories. With so much uncertainty at home and abroad, it’s not surprising that we’ve received numerous questions about the economy and what might be coming in the near future.

While we can’t predict what will happen with the economy, we can address all of the concerns and questions through planning. In this episode, we’ll tackle a few of those recent questions that hit on some of the top economic headlines. Discover why the Fed's next move could be a game-changer for your portfolio, how Middle East conflicts might affect market stability, and what Bitcoin's halving means for the future of cryptocurrency.

Here’s what we discuss in this episode:

0:00 – Intro and the Detroit Red Wings

3:20 – Inflation

7:44 – Housing data

10:30 – Conflict and market crashes

13:55 – Bitcoin

Learn more about us: https://www.rwpaul.com/our-firm

Contact Matt & Steve: https://www.rwpaul.com/contact

Phone: 248-305-9911

Find us on YouTube: https://bit.ly/481OA51

Taxes may suck, but your retirement planning doesn't have to! There are strategies that everyone should consider that could benefit you when it comes to the daunting topic of taxes and wealth transfer. We’ll tackle the topic today with humor, clarity, and actionable advice.

Learn how to leverage after-tax accounts, avoid common IRA traps, and why starting your tax planning at retirement is crucial. Don't let taxes derail your retirement dreams—arm yourself with the knowledge to fight back and keep more money in your pocket. With the potential transfer of billions from baby boomers to the next generation on the horizon, now's the time to listen in and learn how to protect and grow your wealth.

Here’s what we discuss in this episode:

0:00 – Intro

1:27 – Understand different types of accounts

3:07 – The great wealth transfer

4:02 – 10-year rule for IRAs

7:55 – Converting to a Roth

11:57 – RMDs

14:32 – IRMAA

15:50 – Common IRA traps

Learn more about us: https://www.rwpaul.com/our-firm

Contact Matt & Steve: https://www.rwpaul.com/contact

Phone: 248-305-9911

Find us on YouTube: https://bit.ly/481OA51

Every investor has a unique risk profile, but no matter how you approach your portfolio, there’s always a place for safe money. It comes in all types of forms with varying levels of risk and return, but what are the best safe money options to consider?

In this episode, we’re going to run through a list of some of the most common products we utilize for conservative investments. We’ll explain things like bonds, annuities, private credit strategy, and more. Plus, we’ll give you some of the pros and cons for each and the things you’ll want to consider before investing.

Safe money might not be the most exciting topic for investors, but it plays an important role in portfolio construction and risk management, especially as you approach retirement.

Here’s what we discuss in this episode:

0:00 – Intro

1:22 – Emergency Fund

2:39 – Bonds

4:42 – CDs

6:58 – Multi-year guaranteed annuity

8:44 – Fixed income

13:19 – BOXX

15:26 – Fixed index annuities

18:15 – Private credit strategy

21:28 – Final thoughts

Learn more about us: https://www.rwpaul.com/our-firm

Contact Matt & Steve: https://www.rwpaul.com/contact

Phone: 248-305-9911

Find us on YouTube: https://bit.ly/481OA51