The Knoxville Financial Q&A Show with Paul and Brian

Your Financial Questions Answered

Welcome to the video series where we answer your financial questions. If you would like to have your questions answered, we have created a "Have A Question?" section below. Your privacy is important to us so we will only say your first name when answering your questions. 

Episode 4

April 30, 2026

On this episode, we focus on three questions that are all related to working with us as your financial advisors.  

The questions are:

• When should you hire a financial advisor?
• Do you have an account minimum?
• Who can we best serve?

Click here for video transcripts.

Episode 3

April 14, 2026

On this episode, we focus entirely on one question. 

The question is:

• How much money do I need to retire? Specifically, how much money do I need to retire in Knoxville, Tennessee?

Sources:
1. https://www.cnbc.com/2026/04/07/how-much-money-americans-say-they-need-to-retire-comfortably.html
2. https://datacommons.org/ranking/Median_Income_Household/CensusZipCodeTabulationArea/geoId/47093?h=zip/37922&unit=$
3. https://www.nerdwallet.com/banking/calculators/compound-interest-calculator
4. https://www.elderlawetn.com/blog/01/how-much-does-long-term-care-cost

Click here for video transcripts.

Episode 2

March 27, 2026

Since it's almost April 15th, we are dedicating this episode to answering your tax related questions. 

Those questions include:

• How can high-income earners reduce taxes legally?
• Are backdoor Roth IRAs worth it?
• How do I create a tax-efficient portfolio?
• Roth or Traditional 401(k) at $120k income?

Click here for video transcripts.

Episode 1

March 18, 2026

In this episode we answer the most commonly asked questions when meeting with potential new clients. 

Those questions include:

• Should I take advantage of my 401k or invest outside of that?
• What about target or age based funds?
• Should I have a retirement plan outside of work?
• Are you a fiduciary?
• Should I have life insurance?
• Do I need to write you a check for this consolation?

Click here for video transcripts.