During this call, we address four questions regarding the recent volatility in financial markets:  What’s being reported in the news? What’s NOT being reported in the news? What are we doing to address the volatility? What aren’t we doing?  The answers attempt to provide context to the volatility and create the foundation for why we remain bullish on the economy and stock market over the long run.

During this call, we address four questions regarding the recent volatility in financial markets: <ol> <li>What’s being reported in the news?</li> <li>What’s NOT being reported in the news?</li> <li>What are we doing to address the volatility?</li> <li>What aren’t we doing?</li> </ol> The answers attempt to provide context to the volatility and create the foundation for why we remain bullish on the economy and stock market over the long run.

Addressing The Recent Market Volatility

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 legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. 

Timing the market? Taking too much risk? Too little? Listen in as Rich and Steve discuss common retirement planning mistakes. <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies.

Retirement Planning Mistakes to Avoid

Paul W. Smith

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 any financial, insurance, tax, or legal matters. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. 

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. <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies.

Rich and Paul W. Smith Discuss the Recent Stimulus Package & The 5 Reasons Not to Panic

Join us for our Q1 2020 Market Update as we discuss recent headlines moving the market. Including Saudi Arabia &amp; 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 any financial, insurance, tax, or legal matters. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies.

Join us for our Q1 2020 Market Update as we discuss recent headlines moving the market. Including Saudi Arabia &amp; 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 any financial, insurance, tax, or legal matters. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies.

Oil Drops 31%, Coronavirus Hits US, Super Tuesday & 2020 General Election

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 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. 

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.  <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies.

Coronavirus Panic Continues as U.S. Stocks Enter Correction Territory 

On this episode of the Retirement Planning Podcast, Rich &amp; 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 qualified professional for any financial, insurance, tax, or legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. 

On this episode of the Retirement Planning Podcast, Rich &amp; Steve discuss the recent news about the Coronavirus and other headlines that move markets and how they may impact your retirement.  <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies.

Don't Panic! - Rich & Steve discuss the Coronavirus and other news headlines that impact the markets.

On this episode of the Retirement Planning Podcast, Rich &amp; 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 financial, insurance, tax, or legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. 

On this episode of the Retirement Planning Podcast, Rich &amp; Steve discuss the recent passing of The Secure Act and how that might impact your retirement.  <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies.

The Death of the Stretch IRA - Rich & Steve Discuss The Secure Act & Other Changes for 2020

Wade Pfau

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 intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through JW Cole Financial (JWC), member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and JWC are separate entities.

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. <a href="https://www.amazon.com/Safety-First-Retirement-Planning-Integrated-Worry-Free-ebook/dp/B07X2TW623" rel="nofollow" target="_blank"> Get the book on Amazon!</a> <a href="https://retirementresearcher.com/" rel="nofollow" target="_blank">Retirement Researcher Website</a> <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through JW Cole Financial (JWC), member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and JWC are separate entities.

Wade Pfau, Ph.D., CFA, RICP Discusses His New Book "Safety-First Retirement Planning"

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. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through JW Cole Financial (JWC), member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and JWC are separate entities.

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. <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through JW Cole Financial (JWC), member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and JWC are separate entities.

Financial Fake News and Financial Advisor Red Flags

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 Crucial Decisions Retirees from Ford, GM, and FCA Want to Get Right. You can also read Rich's article in Kiplinger: Pension Payments or Lump Sum? Take Your Time to Get It Right Have a Ford Pension Lump Sum? Have a General Motors Pension Lump Sum? 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through JW Cole Financial (JWC), member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and JWC are separate entities.

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: <a href="https://www.amazon.com/Autoworkers-Guide-Lump-Pensions-Fiat-Chrysler/dp/1088885632" rel="nofollow" target="_blank">The Autoworker's Guide to Lump Sum Pensions: 5 Crucial Decisions Retirees from Ford, GM, and FCA Want to Get Right</a>. You can also read Rich's article in Kiplinger: <a href="https://www.kiplinger.com/article/retirement/T037-C032-S014-pension-payments-or-lump-sum-got-to-get-it-right.html" rel="nofollow" target="_blank">Pension Payments or Lump Sum? Take Your Time to Get It Right</a> <a href="https://rwpaul.com/ford-pension-lump-sum.php" rel="nofollow" target="_blank">Have a Ford Pension Lump Sum?</a> <a href="https://rwpaul.com/gm-pension-lump-sum.php" rel="nofollow" target="_blank">Have a General Motors Pension Lump Sum?</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through JW Cole Financial (JWC), member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and JWC are separate entities.

Pension Lump Sum Buyout Pros & Cons - Questions Retirees from Ford, GM and FCA are asking

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 Guide" and Steve is the co-author of the book "Retirement Evolved: The Definitive Guide to Not Outliving Your Money".DISCLAIMER:This show is for educational purposes only and not intended as investment advice. Consult with a qualified professional prior to implementing any strategy discussed.www.rwpaul.comRichard W. Paul &amp; Associates, LLC, is an SEC Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through JW Cole Financial, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and JW Cole Financial, LLC, are separate entities.

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 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through JW Cole Financial (JWC), member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and JWC are separate entities.

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:  <a href="https://www.amazon.com/Autoworkers-Guide-Lump-Pensions-Fiat-Chrysler/dp/1088885632/" rel="nofollow" target="_blank"> https://www.amazon.com/Autoworkers-Guide-Lump-Pensions-Fiat-Chrysler/dp/1088885632/</a> <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through JW Cole Financial (JWC), member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and JWC are separate entities.

Rich Discusses his New Book, The Autoworker's Guide to Lump Sum Pensions, on The Paul W. Smith Show

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 legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through JW Cole Financial (JWC), member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and JWC are separate entities.

Rich and Steve discuss the game of chess, and relate the various chess pieces to the elements of a successful retirement plan.  <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through JW Cole Financial (JWC), member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and JWC are separate entities.

Playing a Game of Retirement Chess

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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

Rich and Steve discuss the 8 essential elements to every retirement plan. <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

The 8 Essentials of a Retirement Plan

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. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

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. <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

Estate Planning Attorney Rebecca Wrock Discusses IRA Inheritance, Minors as a Beneficiary, Lady Bird Deeds, and More

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, insurance, tax, or legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

Rich and Steve use baseball analogies to explain planning for retirement. Should you swing for the fences? Is there a perfect five tool investment?  <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

Moneyball - Let's Talk Baseball and Financial Planning

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/ 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

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. <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

Should I Take My Pension Lump Sum when I Retire?

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 Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

Rich and Steve discuss tax diversification and paying off bad debt as you approach retirement.  <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

Entering the Retirement Redzone? Start Tax Planning and Paying Off Bad Debt

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 qualified professional for any financial, insurance, tax, or legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

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.  <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

Not Your Father's Retirement - Retirement Has Changed Over the Last 30 Years

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 intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

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.   <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

Rich and Steve Discuss Loss of Spouse Risk and Putting a Plan in Place

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 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

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. <a href="http://www.rwpaul.com/" rel="nofollow" target="_blank">www.rwpaul.com/</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

The Bond Bears Are Out of Hibernation - Retirement Planning Podcast

If you’re looking for sound investment strategies this is not the podcast for you. If you’re looking for agenda driven commentary you may like this.

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This pod cast is more of a commercial than anything of any value add

Where’s the beef?

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 Guide" and Steve is the co-author of the book "Retirement Evolved: The Definitive Guide to Not Outliving Your Money". DISCLAIMER: This show is for educational purposes only and not intended as investment advice. Consult with a qualified professional prior to implementing any strategy discussed. <a href="http://www.rwpaul.com" rel="nofollow" target="_blank">www.rwpaul.com</a> Richard W. Paul &amp; Associates, LLC, is an SEC Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through JW Cole Financial, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and JW Cole Financial, LLC, are separate entities.

The Retirement Planning Podcast

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 with a qualified professional for any financial, insurance, tax, or legal matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

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.  <a href="http://www.rwpaul.com" rel="nofollow" target="_blank">www.rwpaul.com</a> 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 Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

To Roth or Not to Roth? Rich and Steve Discuss Roth Conversions

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 for any financial, insurance, tax, or legal matters. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

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.  <a href="http://www.rwpaul.com" rel="nofollow" target="_blank">www.rwpaul.com</a> 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 matters. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

What are Retirees Most Worried About?

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 matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

Rich and Steve discuss the two of the main retirement risks investors are facing today - Market Highs and Interest Rate Lows. <a href="http://www.rwpaul.com" rel="nofollow" target="_blank">www.rwpaul.com</a> 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 matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

The Perfect Storm for Retirees - Market Highs and Interest Rate Lows

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 rather than later! 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 matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

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 rather than later! <a href="http://www.rwpaul.com" rel="nofollow" target="_blank">www.rwpaul.com</a> 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 matters. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

Ford, GM, and Chrysler Pension Buyouts & Not Procrastinating on Planning for Retirement

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 advice on implementing an estate plan. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

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 advice on implementing an estate plan. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

Estate Planning - Are You Flirting with Disaster?

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, tax, or legal matters. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

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? <a href="http://www.rwpaul.com" rel="nofollow" target="_blank">www.rwpaul.com</a> 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 matters. Richard W. Paul &amp; Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul &amp; Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul &amp; Associates, LLC and G.F. Investment Services, LLC, are separate entities.

From the Mailbag - RMD from an Inherited IRA? Max out my 401k? 

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