Episodes

As Baby Boomers enter or navigate their retirement years, they face several financial and emotional fears that can significantly impact their quality of life. This generation, born between 1946 and 1964, is experiencing a unique set of challenges, from longevity and healthcare costs to insufficient...

Several repayment and forgiveness programs are designed to help students and parents manage or eliminate their student loan debt. These programs vary based on the type of loan, employment, and financial need. 1. Income-Driven Repayment (IDR) Plans These federal programs allow borrowers to tie their...

Living paycheck to paycheck is a pervasive issue in America, and its effects can be devastating, leading to financial stress, inability to save for emergencies, and lack of long-term investment opportunities. To break free from this cycle, individuals must adopt a multi-step approach that includes ...

In the United States, defining what qualifies as "rich" can vary depending on several factors, including geographical location, lifestyle, and individual financial goals. However, there are broad benchmarks and characteristics that generally indicate wealth. Benchmarks of Being Rich 1. Net ...

Host Paul shares insight on insurance, whole life insurance policies. There are several key factors to keep in mind, especially regarding its role in estate planning and its impact on both the policyholder and their family members. Support this podcast at — https://redcircle.com/wealth-academy-podca...

After working for our hard earned money, we need a place to store it. Online banking apps assist us each and every day, thus Paul provides a behind the scenes look at a few options for you to consider. Enjoy this episode and you can watch this episode on Paul's YouTube channel. Support this podcast ...