Retire In Texas

Darryl Lyons
  • 5.0 (30)
  • BUSINESS
  • UPDATED WEEKLY
Retire In Texas

If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.

  1. 2 DAYS AGO

    Medicare vs. Social Security: What You Need to Know Before 65

    In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, sits down with Justin Elliott, an Insurance Advisor at PAX, to explore the intricacies of Medicare and Social Security. Together, they dive into the evolving healthcare landscape and the critical decisions retirees face when it comes to Medicare Supplements and Medicare Advantage Plans. Through clear explanations and real-world insights, Justin sheds light on the differences between these plans, how healthcare providers approach Medicare claims, and why the Social Security fund might be at greater risk than Medicare in the near future. The episode also emphasizes how PAX Financial stays ahead of these trends to better serve clients preparing for retirement. Key show highlights include: Understanding Medicare Supplements vs. Medicare Advantage Plans. Why Social Security might face more immediate financial challenges than Medicare. The impact of demographic shifts, with 10,000 people turning 65 every day, on the future of retirement services. Practical tips for navigating Medicare decisions as a retiree or for aging parents. Justin’s key takeaway: “Be prepared to navigate a system that’s constantly changing to ensure the best healthcare coverage.” Tune in to learn how these changes could affect your retirement and what steps you can take to stay informed. For more resources, visit www.paxfinancialgroup.com. If you enjoyed today’s episode, don’t forget to share it with a friend! Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.

    17 min

  2. OCT 2

    The BlackRock Effect: A Deep Dive into the World’s Largest Asset Manager

    In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, tackles the topic of BlackRock, the world’s largest asset manager, and its everchanging role in the financial world. Darryl shares insights into BlackRock’s influence on global markets, its relationship with government entities, and its controversial engagement with Environmental, Social, and Governance (ESG) initiatives. Through candid storytelling, Darryl explains how BlackRock’s policies have impacted PAX Financial’s client portfolios and the broader investment community. The episode also touches on the importance of maintaining trust and transparency in financial partnerships, and how PAX Financial continues to engage with BlackRock while monitoring their evolving strategies. Key show highlights include: The role of BlackRock as a major asset manager and its relationship with global governments. How ESG initiatives and climate-focused investing have impacted investors. The story behind BlackRock's involvement in major events such as the 2008 financial crisis and the Covid-19 response. The implications of BlackRock's voting rights on behalf of investors in major corporations. A behind-the-scenes look at how PAX Financial engages with BlackRock for client portfolios. Darryl’s key takeaway: "Trust but verify" when it comes to BlackRock's investment strategies. Tune in to hear Darryl's perspective on BlackRock’s future and what it means for your investments. For more resources, visit www.paxfinancialgroup.com. If you enjoyed today’s episode, don’t forget to share it with a friend! Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm. Resources: Who owns Blackrock? | The Motley Fool  https://www.economist.com/briefing/2024/09/19/america-is-becoming-less-woke?utm_campaign=a.the-economist-today&utm_medium=email.internal-newsletter.np&utm_source=salesforce-marketing-cloud&utm_term=9/23/2024&utm_id=1926435  Blackrock's former sustainable investing chief says ESG is a dangerous placebo (cnbc.com)  2024 Investment Stewardship Voting Spotlight (blackrock.com)

    18 min

  3. SEP 25

    You May Not Realize It, But the Fed Matters to You

    In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the often misunderstood yet vital topic of the Federal Reserve and its profound influence on the economy and your investments. Darryl breaks down the complex functions of the Federal Reserve, from setting monetary policy to banking supervision, and explains how decisions made by the Fed impact everything from inflation to employment. Through personal anecdotes, historical examples, and even a few dad jokes, Darryl demystifies the Fed's role in the market and answers key questions such as whether the Fed is truly independent from the presidency, and how its decisions affect your investment journey. Whether you're a seasoned investor or someone just beginning to explore the financial world, this episode provides a clear and engaging roadmap to better understand the central bank’s crucial influence. Key show highlights include: An introduction to the Federal Reserve and its key functions in the U.S. financial system. The Fed’s dual mandate: controlling inflation and maximizing employment. How the Fed’s interest rate decisions impact everyday investors and the broader economy. Historical moments in the Fed’s history, from the Panic of 1907 to the 2008 financial crisis. Insights into past and present Fed Chairs, including Alan Greenspan, Ben Bernanke, and Jerome Powell. Practical takeaways on how understanding the Fed can help you make smarter, long-term investment decisions. Tune in to learn how the Federal Reserve shapes your financial future and gain a better understanding of its influence on both the stock market and the economy. For more resources, visit www.paxfinancialgroup.com. If you enjoyed today’s episode, don’t forget to share it with a friend! Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.

    15 min

  4. SEP 18

    How Behavioral Finance Shapes Your Financial Success (and Failure)

    In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, opens up about the powerful world of behavioral finance by sharing his own personal investment mistakes. Darryl discusses four key missteps he made throughout his financial journey, ranging from herd mentality to overconfidence, and how each error offers valuable lessons for investors.  Through these stories, Darryl emphasizes the importance of self-awareness and learning from mistakes, rather than being hindered by them. Whether you’re a seasoned investor or just starting out, Darryl’s insights provide a valuable roadmap for avoiding common behavioral traps.  Key show highlights include:  The concept of behavioral finance and its impact on investment decisions.  Personal stories of financial missteps, from herd mentality to overconfidence.  How mistakes in investment decisions can turn into invaluable learning experiences.  Cognitive biases to watch out for in your own financial journey.  Practical advice on how to avoid common pitfalls and make smarter, long-term investment decisions.  Tune in to learn how to recognize and correct these biases in your financial life, and gain insights into how these lessons can help you achieve a more secure financial future. For more resources, visit www.paxfinancialgroup.com. If you enjoyed today’s episode, share it with a friend!  Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.

    19 min

  5. SEP 11

    Investing Beyond the Basics: Exploring Alternative Asset Classes

    In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the fascinating world of alternative investments and their place in a balanced portfolio. From guns to sports cards and even wine, Darryl shares insights on why these assets gained popularity during the Covid era and how they fit into your financial strategy. Using a business lens, he examines key factors like liquidity, rate of return, and risk, while emphasizing the importance of keeping these investments within a reasonable portion of your overall wealth. Key show highlights include: A breakdown of alternative asset classes such as guns, sports cards, and wine. How the political and economic landscape impacts the liquidity and value of these assets. Insights into the rate of return, fraud risks, and storage considerations in alternative markets. Practical advice on how to incorporate these assets into your financial plan without overexposing yourself to risk. Why traditional investments remain essential and how to strike a balance between conventional and alternative assets. Tune in to this episode to gain a better understanding of how alternative assets can play a role in your financial journey, without losing sight of your long-term goals. For more resources, visit www.paxfinancialgroup.com. If you enjoyed today’s episode, share it with a friend! Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.

    20 min

  6. SEP 4

    Rethinking Retirement: A New Perspective for Generation X

    In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives into the evolving concept of retirement, particularly for Generation X. Darryl challenges the traditional notion of retirement and explores the idea of pivoting rather than retiring, urging listeners to reconsider the inherent value of work. He discusses the unique financial challenges facing Gen Xers, from the 401(k) experiment to the changing landscape of Social Security, and emphasizes the importance of saving not just for retirement but for life's unexpected turns. Key show highlights include: The evolving definition of retirement and why "pivoting" might be a better approach. A conversation about the unique financial challenges facing Generation X. The connection between work, happiness, and personal well-being. The importance of saving for unforeseen life events, rather than just traditional retirement. A historical perspective on Social Security and its relevance to today's longevity trends. Tune in for an insightful discussion that challenges the conventional narrative around retirement and offers practical advice for planning your financial future. If you like this episode, be sure to share with a friend or family member! Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.

    13 min

  7. AUG 28

    Purposeful Planning - Using Reflection to Shape Your Future

    In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, asks the profound question: "Where are you going with your life?" Using a blend of personal reflection and a structured framework, Darryl challenges listeners to take a step back and evaluate the direction of their careers, businesses, and overall life journey. Drawing inspiration from the life and leadership of Abraham Lincoln, Darryl introduces a powerful process for looking back, looking up, looking around, and looking ahead. He weaves in personal anecdotes, Lincoln's wisdom, and the importance of aligning one's life with a higher purpose. Key show highlights include: A thought-provoking approach to reassessing your life's direction and purpose. Insights from Abraham Lincoln's leadership and how they apply to modern life challenges. A simple yet effective framework for planning your future with intention and clarity. The role of faith and values in guiding life decisions and financial planning. Practical advice on aligning your financial goals with your long-term vision. Tune in to this introspective episode filled with historical insights, personal stories, and actionable steps to help you navigate your life's journey with purpose and confidence. For more resources, visit www.paxfinancialgroup.com. If you enjoyed today’s episode, share it with a friend! Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.

    14 min

  8. AUG 21

    Turning Off the Noise: Managing Market Stress

    In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, reflects on the unexpected chaos that unfolded on August 5th and its impact on the financial markets. Sharing a personal story from his recent trip, Darryl walks listeners through the challenges of managing market volatility and the relentless nature of news cycles. He discusses the importance of maintaining a clear perspective amidst media-induced panic and provides a detailed outlook for the fourth quarter of 2024, emphasizing historical trends and their relevance to today's market. Key show highlights include: *A firsthand account of navigating market panic while on vacation. *Insights into the historically volatile nature of October and how to prepare for it. *An analysis of the upcoming election and its potential impact on different sectors. *The significance of diversification and stress-testing portfolios in uncertain times. *Practical advice for long-term investors to stay grounded during market turbulence. Tune in for an engaging episode filled with personal anecdotes, valuable market insights, and practical tips for staying the course in your financial journey. For more resources, visit www.paxfinancialgroup.com. If you enjoyed today’s episode, share it with a friend! Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.

    16 min
See All (100)

5
out of 5
30 Ratings

About

If you are close to retirement and your plan is to retire in Texas, this is the right money conversation for you. Here you will learn the Texas nitty-gritty of money and financial topics from a highly sought-after financial advisor, author, co-founder, and CEO of PAX Financial Group, Darryl Lyons. If your faith, family, and freedom are important to you, then you will love the Retire in Texas Podcast.

Information

  • Creator
    Darryl Lyons
  • Years Active
    2021 - 2024
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © 2021-2022
  • Show Website
    Retire In Texas

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada