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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes

Monday Mar 28, 2022
Ask for Help When Taking RMDs for Inherited IRAs
Monday Mar 28, 2022
Monday Mar 28, 2022
Even more rule changes are being considered for how to take the required minimum distributions (RMDs) on an inherited IRA. Paul and his team cover some of the rules being discussed and why they will make the process even more complicated than it already is. Paul’s advice is always to seek professional guidance in these situations. Later in the episode, Paul talks about college as an investment in your kids and encourages studying the projected income upon graduation versus tuition as you look at university options.
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