Retirement Approved with Matt Paul & Steve Paul

When it comes to retirement planning, annuities often get a bad rap. However, they can be a powerful tool for ensuring financial security in your golden years. In this episode, we’ll take a deep dive into the world of annuities, breaking down the different types and how they can benefit your retirement strategy.  From the basics of single premium immediate annuities (SPIAs) to the intricacies of f...

Cryptocurrency has taken the world by storm, but for many, it remains a tangled web of complexity. Today we’re going to dive into five questions about crypto and try to simplify things for any investor hoping to learn more. Whether you're a retiree curious about adding crypto to your portfolio or a novice investor eager to understand the basics, this episode will break down the key informatio...

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,...

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 c...

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 thin...

Most people don’t really get serious about their finances until they are well out of college, but the sooner you begin establishing strong financial habits, the better position you’ll be in for retirement.  Today we’re going to share some tips for younger investors to help ensure that you’re doing everything you can to set yourself up for success in the future. From investment strategies and a min...

Financial scams continue to evolve with the rapid pace of technology and it has become a year-round business for thieves. Every year it becomes harder and harder to spot the scam, which means you need to stay vigilant about keeping your assets secured.  So how do you do that? Today we’re going to share tips on what to look for and how to spot these scams before you fall victim. We’ve all been ther...

To be a successful investor, you need to be able to block out the noise. In a world where entertainment outweighs information, it’s not always easy to filter out the truth from the sensational. Today we want to dive into this world of entertainment investing versus building a true financial plan.   Matt and Steve will focus on the approach we take to help clients build a well-crafted plan that pro...

Welcome to the first episode of Retirement Approved. We’re kicking off the show with a look at a busy year ahead and three key investment areas we’re watching. Listen in as we tackle the financial landscape of 2024, dissecting strategies for navigating an election year, balancing equities and fixed income, and the much-debated realm of cryptocurrencies. Here’s some of what we discuss in this episo...