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Welcome to "Retirement Approved," the go-to podcast for anyone looking to secure their financial future. Hosted by Matt Paul and Steve Paul, Certified Financial Planners (CFP®) at RW Paul & Associates in Novi, Michigan, this show is your ultimate guide to understanding and preparing for retirement. Join us as we delve into the essentials of retirement planning. With their extensive knowledge and experience, Matt and Steve will help you evaluate how prepared you are for retirement, identify a ...
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show series
 
Send us a Text Message. 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 u…
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Send us a Text Message. 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 add…
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Send us a Text Message. 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 com…
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Send us a Text Message. 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 co…
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Send us a Text Message. 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 yo…
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Send us a Text Message. 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 fo…
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Send us a Text Message. 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…
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Send us a Text Message. 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-debat…
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