Your Investment Partners With Paul & Garrett
Ascend Investment Partners
Publishing Details
About This Podcast
Podcasting 2.0 Features
Social Media
Explore Statistics
Recent Episodes
EP.62 - The Social Security Fairness Act Explained
In this episode of Your Investment Partners, hosts Garrett Smith and Paul Norman examine the Social Security Fairness Act and what it means for retirees and government employees. They break down the…
EP.61 - When Should You Take Social Security?
In this episode of "Your Investment Partners," hosts Garrett and Paul examine the critical question of when to begin collecting Social Security benefits. They discuss the key ages—62, full retirement…
EP.60 - What's the deal with Cryptocurrency?
In this episode of Your Investment Partners, hosts Paul and Garrett explore the evolving world of cryptocurrency—what it is, how it works, and where it might fit in an investment portfolio. They…
EP.59 - What Does It Mean to Be Diversified?
In this episode of "Your Investment Partners," hosts Garrett and Paul explore the foundational concept of diversification—what it is, why it matters, and how to approach it thoughtfully. They break…
EP.58 - Outsmarting Your Own Brain to Become a Better Investor
In this episode of Your Investment Partners, hosts Garrett and Paul explore security-backed lending—how it works, when it makes sense, and the risks involved. They discuss the strategy often referred…
EP.57 - Helping Without Hurting: Financially Supporting Others the Right Way
In this episode of Your Investment Partners, hosts Paul and Garrett explore how to offer financial help to others—particularly family members—without compromising your own stability. They discuss the…
EP.56 - When Should You Change Your Financial Goals?
In this episode of Your Investment Partners, hosts Paul and Garrett explore when and why it might be time to revise your financial goals. They discuss the importance of flexibility in financial…
EP. 55 - Security Backed Lending
In this episode of Your Investment Partners, hosts Garrett and Paul explore security-backed lending—how it works, when it makes sense, and the risks involved. They discuss the strategy often referred…
EP.54 - What Financial Issues Should You Consider at the Start of the Year
In this episode of Your Investment Partners, hosts Garrett and Paul discuss essential financial planning steps to start the year off strong. They emphasize the importance of setting financial goals,…
EP.53 - Using Good Times to Prepare for Tough Times
In this episode of Your Investment Partners, hosts Garrett and Paul discuss practical steps to prepare for a market downturn while the economy is thriving. They explore strategies like reviewing…
EP.52 - Unlocking Tax Efficiency in Taxable Accounts
In this episode of "Your Investment Partners," hosts Paul and Garrett examine the concept of a 351 Exchange and how it applies to taxable accounts with highly concentrated positions. They delve into…
EP.51 - Should I Pay Off Low Interest Rate Debt?
In this episode of "Your Investment Partners," hosts Paul and Garrett explore the complexities of paying off low-interest debt, focusing on considerations like cash flow, liquidity, inflation, and…
EP.50 - Private and Public Investing Tips and Tricks
In this episode, Paul and Garrett discuss the differences between public and private investments, shedding light on the unique challenges and benefits of each. They explore the key factors that…
EP.49 - What should I do if I lose my job?
In this episode of "Your Investment Partners," hosts Garrett and Paul address a challenging yet crucial topic: what to do if you lose your job. They explore practical steps to manage health…
EP.48 - Emergency Fund Tips and Tricks
In this episode of "Your Investment Partners," hosts Garrett and Paul explore the critical role of emergency funds in financial planning. They discuss the key factors to consider when establishing…
EP.47 - The Dangers Around Retirement
In this episode of "Your Investment Partners," hosts Garrett and Paul discuss the critical period known as the retirement danger zone, highlighting key considerations for a successful transition into…
EP.46 - How to Involve Others in Your Financial Life
In this episode of "Your Investment Partners," hosts Garrett and Paul address the complexities of family dynamics in financial planning. They explore the challenges of involving family members in…
EP.45 - What is Tax Loss Harvesting
In this episode of "Your Investment Partners," hosts Garrett and Paul explore the concept of tax loss harvesting, detailing what it is, how it works, and the types of accounts it applies to. They…
EP.44 - What issues should you consider before and after the TCJA sunset provision occurs?
In this episode, Paul and Garrett dive into the intricate topic of taxes, specifically focusing on the upcoming expiration of the Tax Cuts and Jobs Act at the end of 2025. They discuss the potential…
EP.43 - Investing 101
In this episode, hosts Paul and Garrett explore the fundamentals of investing, offering guidance on managing cash flow, understanding tax considerations, and making informed investment choices. They…
Frequently Asked Questions
Your Investment Partners With Paul & Garrett has published 50 episodes since January 2023, covering topics in Business, Careers.
Your Investment Partners With Paul & Garrett is currently active with new episodes every 2 weeks. Average episode length is 19m.
Similar Podcasts
Earn Your Leisure
iHeartPodcasts
1,484 episodes
The Prof G Pod with Scott Galloway
Vox Media Podcast Network
1,135 episodes
Entrepreneurs on Fire
John Lee Dumas of EOFire
4,472 episodes
Creative Entrepreneur: A Podcast For Business Growth, Strategy and Monetization
Julie Lokun and Dominick Domasky
189 episodes
The Playbook With David Meltzer
David Meltzer, Entrepreneur.com
2,618 episodes
Networth and Chill with Your Rich BFF
Vivian Tu
130 episodes