Financial Topic Videos

Saturdays with James

I love Saturdays, but especially love Saturdays in the summer.

A Tale of Two Investors

Imagine twin sisters, Agatha and Connie. Agatha is aggressive and favors a mostly stock portfolio, while Connie is conservative, and favors a mostly bond portfolio.


One of the reasons people invest for the future is to prepare their kids for their future. 

COLA: Cost of Living Adjustment

Although the annual Cost of Living Adjustment (or “COLA”) isn’t announced until October, we now have a little better idea of how much recipients can expect, and it’s a big number.

Who Pilots Your Plane?

“Attention passengers, please remain in your seats with your seat belts fastened, we are about to experience some heavy turbulence, thank you.” 

This always brings fear and anxiety to me when I am flying and I always worry when we first enter into turbulence. 

Your Future Self

One of the big problems with setting goals is that we’re really bad at imagining our future self.

Dealing with Problems

Have you ever had a problem in life, and decided to push it off? For example, if you are having problems your plumbing, you might call a plumber. Or if you are having electrical issues, you might call an electrician. But at what point do you decide to take action and call a professional?

Crush it, Rest

If you really want to crush it, you need to rest.
Seems obvious, but for me, it’s a very painful lesson I am still trying to learn.

FOREcast! Caddying for the Future

Golf can be like investing, there are many ways to do it and trust me I have tried them all. 

How Much They Make

You know what’s worse than judging a book by its cover? Judging a book by its cover… and then making financial decisions based on what you guess the book might tell you. And yet, we do this all the time. Not with books, but with people.

Days or Decades

When it comes to investing, that means you have a choice. You can focus on days or decades.

Scary Market Hug

When the markets go down, it almost feels like a wild animal is chasing you. The only thing you want to do is run! But we have another idea.

The Magic Certainty Button

Have you ever heard of such a thing? Neither have we, but we do have some beneficial tips to help you feel just a little more comfortable in an uncertain world.

Grocery Store

In our opinion, our clients' experiences with Huffman Mayer Paolo Wealth Management Group should feel like a trip to their favorite grocery store. Find a team that will work and walk alongside you the whole time.

Social Security

If you're 62 or older, you are eligible for Social Security. But if you're still working, should you start your benefits now? Well, that depends on your situation…

Working the Majority of Your Life

If you work 60–70 percent of your life, you should be able to enjoy retirement and live stress-free. After all, you earned it. But have you played for it properly?

Intro to Carl

I'd like to introduce you to Carl Richards, a CERTIFIED FINANCIAL PLANNER™ professional and New York Times columnist we've been collaborating with recently.

It's All About Perspective

"Perspective is everything in life." It often times is when events happen, and perspective will lead to happiness or sadness for most people.

Using Cash

Have you ever thought of just spending cash on your daily items for a month? Maybe it's time to consider doing so, but not for the reasons you think…

Riding a Bike

One of my favorite client conversations is right before they retire. There tends to be a lot of excitement, but there's also the unknown. That same feeling reminds me of when I learned to ride a bike.

Personal Trainer

Like a personal trainer, our team is going to understand that different factors and goals that makes you who you are, and we will strive to formulate a financial strategy specifically for you.

Your Dream Retirement

If you want to unlock your dream retirement, it starts by the decisions you make today.

Reviewing Your Plan

A good friend of mine jokes with me that I have the next five years of my life planned out to the mint. It makes me sleep better knowing I have a map for tomorrow. But what happens when things don't go according to plan?

Let's Talk About Saturdays

A number of our clients talk to us about how much money they're going to need when they retire. They often suggest they will need less than when they're working. The reason I'm talking about Saturdays is because it's the most expensive day of my week, and when you retire, every day is Saturday.