All Episodes
Your Investment Partners With Paul & Garrett — 49 episodes
EP.63 - Tax Changes in 2026: What the Expiring Tax Cuts and Jobs Act Means for You
EP.62 - The Social Security Fairness Act Explained
EP.61 - When Should You Take Social Security?
EP.60 - What's the deal with Cryptocurrency?
EP.59 - What Does It Mean to Be Diversified?
EP.58 - Outsmarting Your Own Brain to Become a Better Investor
EP.57 - Helping Without Hurting: Financially Supporting Others the Right Way
EP.56 - When Should You Change Your Financial Goals?
EP. 55 - Security Backed Lending
EP.54 - What Financial Issues Should You Consider at the Start of the Year
EP.53 - Using Good Times to Prepare for Tough Times
EP.52 - Unlocking Tax Efficiency in Taxable Accounts
EP.51 - Should I Pay Off Low Interest Rate Debt?
EP.50 - Private and Public Investing Tips and Tricks
EP.48 - Emergency Fund Tips and Tricks
EP.47 - The Dangers Around Retirement
EP.46 - How to Involve Others in Your Financial Life
EP.45 - What is Tax Loss Harvesting
EP.44 - What issues should you consider before and after the TCJA sunset provision occurs?
EP.43 - Investing 101
EP.42 - Financial Planning for Business Owners
EP.41 - What to do with a lump sum
EP.40 - Healthcare Expenses in Retirement
EP.39 - What is Risk?
EP.38 - Financial Success Equation
EP.37 - Navigating Annuities: Understanding Your Options and Making Informed Decisions
EP.36 - Reducing Money Stress: A Guide to Financial Well-being
#35 - Financial Milestones and Numbers to Know for 2024
#34 - Starting 2024 with Financial Foresight
2023 Year in Review
#32 How Higher Interest Rates May Help You
# 31 Planning Your Legacy: A Guide to Wealth Transition and Beneficiary Management
#30 Navigating Financial Waters: The Power of Diversification
#29 Demystifying Life Insurance: Protecting Your Loved Ones and Your Future
# 28 The First Call: Unlocking Your Financial Future
#27 Helping a Child Without Hurting Retirement
#26 Estate Planning and Document Review: Navigating the Ever-Changing Landscape
#25 Navigating Your Investment Portfolio Review: From High-Level Goals to Methodological Details
#24 The Three Magic Numbers of Retirement
#23 Mastering Social Security: Four Paths to Maximizing Your Benefit
#22 Navigating Politics as an Investor
#21 Proactive Tax Strategies
#20 Rising Dividends - Why they matter in an investment portfolio
#19 Cash Management During A Banking Crisis
#18 Family Dynamics
#17 Ways Your Retirement Can Get Off Track
#16 SECURE ACT 2.0 - What You Need To Know
#15 What To Do With Extra Savings
#14 Budgeting