What if everything you thought you knew about retirement planning and investing turned out to be incorrect, when would you want to know? Once you did know would you do something about it? The real battle for investors comes when they attempt to exercise discernment not knowing or understanding the mechanisms involved. In other words, if you haven’t had access to any investor education or any real face to face specific scenario driven solutions and clarity, the result is often stress and confusion. The reality, this stress creates and will often lead to, emotional overload, and people will then revert to emotion-based decisions. These often lead to remorse in the long run. Take a look, then take advantage of 20 must answer question quiz to find out what you need to learn about to take charge of your financial future.
20 Investment Questions
Paul is the founder of Financial Abundance, a Registered Investor Advisory firm and EDI, an Estate Planning Firm with offices in State College and Lewisburg. He has been working with individuals, families and businesses for over twenty years, including many Fortune 500 companies. He has educated tens of thousands of people through seminars, workshops and various international speaking engagements where he shared the stage with many notable individuals such as Ronald Reagan, Robert Kiyosaki (author of Rich Dad, Poor Dad), Mike Ditka, General Schwarzkopf, and Newt Gingrich to name a few.
In 2000, after many years of traveling to consult companies and individuals, Paul decided to relocate from Colorado to State College, PA (his wife’s hometown) to develop a local advisory firm.
Paul operates under the core belief that education plus understanding leads to clarity and confidence; resulting in peace of mind. He is a proud father of three and devoted husband of 20 plus years.
Some of Paul’s accomplishments:
Regular contributor to the Centre Daily Times, via the “It’s Your Money” blog
Featured in the movie Navigating the Fog of Investing
Regular contributor to Town & Gown as the publications Investor Coach
Host of the weekly iTunes Podcast, It’s Your Money
Member of the Western PA Better Business Bureau
Member of the Centre County Chamber of Business and Industry