Best Security Advisor Alliance Podcasts (2024)

1
How Behavioral Finance Shapes Your Financial Success (and Failure) 18:33

5h ago18:33

18:33

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 of…

1
Investing Beyond the Basics: Exploring Alternative Asset Classes 20:06

2d ago20:06

20:06

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…

1
Rethinking Retirement: A New Perspective for Generation X 13:21

9d ago13:21

13:21

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…

1
Purposeful Planning - Using Reflection to Shape Your Future 13:39

24d ago13:39

13:39

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 li…

1
Turning Off the Noise: Managing Market Stress 15:33

1M ago15:33

15:33

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…

1
Unlocking Your Investment 'Why' with Bryan Wing 15:01

1M ago15:01

15:01

In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, is joined by Bryan Wing, Financial Advisor and Advice Research Manager at PAX, to discuss the intricate landscape of investment strategies. They break down the importance of having a clear 'why' behind investment decisions and the role of behavioral …

1
A Secure Retirement: Mastering Pivot Planning 14:48

2M ago14:48

14:48

“Retirement is not the end of the road. It’s the beginning of the open highway.” In this week’s episode of Retire in Texas, CEO and co-founder of PAX Financial Group, Darryl Lyons, explains the innovative concept of pivot planning. The goal, to provide a flexible framework that helps retirees transition smoothly into their next chapter without feel…

1
Understanding Financial Guidance and Introducing New Perspectives 14:36

2M ago14:36

14:36

In this week’s episode of Retire in Texas, Darryl Lyons, CEO and Co-founder of PAX Financial Group, explains the pivotal role financial advisors play in helping clients navigate complex financial decisions. Highlighting real-life examples and personal insights, Darryl underscores the importance of having a trusted advisor as a thinking partner. Add…

1
Defending Faith: The Work of Alliance Defending Freedom (ADF) 15:26

2M ago15:26

15:26

In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives into the significant work of Alliance Defending Freedom (ADF) in safeguarding religious freedoms across various spheres. Highlighting notable cases and personal stories, Darryl illustrates the challenges and triumphs of defending deeply held co…

1
The Impact of Conflicting Thoughts on Investment Decisions 15:56

2M ago15:56

15:56

In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, discusses the complexities of cognitive dissonance and its impact on financial decisions. Drawing from recent experiences and a notable psychological experiment, Darryl examines how holding conflicting thoughts can lead to anxiety and poor decision-m…

1
The Mental Habits of Financial Health 12:40

2M ago12:40

12:40

In this weeks’ episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, breaks down the psychology of poverty and the mindset that perpetuates it. Reflecting on personal experiences and observations, Darryl explores the habits and beliefs that distinguish a poor mindset from a wealthy one, regardless of actual financial …

1
Aligning Your Beliefs with Your Financial Goals 12:19

3M ago12:19

12:19

Have you ever wondered how your beliefs shape your financial decisions? In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, explains the philosophy of Biblical Responsible Investing and its impact on financial decision-making. Drawing on personal convictions and Biblical principles, Darryl explores th…

1
Navigating Investment Quicksand: Practical Tips for Freeing Your Portfolio 13:30

3M ago13:30

13:30

In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, breaks down a number of strategies to get your investment portfolio unstuck. Drawing inspiration from the challenges of navigating quicksand, Darryl applies these survival tactics to managing your investments. Key highlights include: *Understanding t…

1
The Impact of News Consumption on Your Financial Well-Being 13:30

3M ago13:30

13:30

In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives into the effects of news consumption on our mental and financial health. Through insightful analysis and personal experiences, Darryl challenges listeners to reconsider their relationship with news and social media. Today’s show highlights incl…

1
Navigating Retirement Planning Tools with Jacob Campbell 16:59

3M ago16:59

16:59

In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives deep into the essential tools and strategies for successful retirement planning with guest Jacob Campbell, a Certified Financial Planner™ at PAX. Join Darryl and Jacob as they explore the quantitative and qualitative aspects of financial planni…

1
Proxy Power: The Rise of Shareholder Activism 15:33

4M ago15:33

15:33

Shareholder activism is having an increasingly growing influence on how corporations make decisions. This trend is largely fueled by the rise of shareholder proxy voting, a process where investors can cast ballots on important company issues. Activist groups are strategically using proxy voting to push for changes in corporate behavior, from enviro…

1
The Power of Excellence: Unlocking Financial Success through Personal and Professional Growth 14:21

4M ago14:21

14:21

In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, explores the transformative power of excellence in achieving financial success. Through engaging stories and practical insights, Darryl emphasizes the importance of pursuing excellence in all aspects of life, whether in your career, business, or pers…

1
Building Wealth Through Business Ownership 15:07

4M ago15:07

15:07

Owning companies is a powerful strategy for wealth accumulation, offering opportunities beyond traditional investments. In this week’s episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, explores the concept of investing as a means to own businesses, emphasizing how this approach can generate long-term financial gro…

1
Business Exit Planning: Essential Steps for a Successful Transition 19:39

4M ago19:39

19:39

In today's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, shares a compelling discussion centered around the unique challenges faced by business owners when it comes to exit planning. Darryl and guest Jon FitzSimon, the 401(k) Coordinator at PAX, delve into the intricacies of retirement planning for business ow…

1
Exposed: Deception in Financial Counseling 13:58

5M ago13:58

13:58

Financial crime, exemplified by Caz Craffy's deceitful actions, remains a prevalent threat within the financial counseling system, highlighting the importance of vigilance and skepticism. In today's episode of Retire in Texas, PAX Financial Group CEO and Co-Founder, Darryl Lyons, delves into a poignant account of financial crime affecting military …

1
The Power of Roth IRA Conversions 15:00

5M ago15:00

15:00

Roth IRA conversions can provide significant tax benefits by allowing tax-free growth and withdrawals, making them a crucial strategy for long-term financial planning and legacy wealth transfer. In this week's special episode of Retire in Texas, PAX Co-Founders Darryl Lyons and Joseph Schuetze dive into the critical topic of Roth IRA conversions. T…

1
Investment Clues for Long-Term Thinking 16:17

5M ago16:17

16:17

The impact that inflation is having on consumer costs can’t be overstated, and it is affecting the daily lives of Americans everywhere. In today's episode of Retire in Texas, PAX Financial Group CEO and Co-Founder, Darryl Lyons, explores the intricacies of the current economic landscape, providing valuable insights on navigating investment strategi…

1
Assessing the Gold Surge and the Digital Dollar Debate 14:35

5M ago14:35

14:35

Costco sold out of gold quickly after offering it for sale at $1,900, surprising many with the demand for this traditionally valuable asset. In this week's episode of Retire in Texas, Darryl Lyons delves into the unexpected surge of interest in gold sparked by Costco's foray into selling the precious metal, while also exploring the contentious deba…

1
Understanding Inflation: Past, Present, and Future Perspectives 16:24

6M ago16:24

16:24

Grocery prices have increased by 25% over the past four years, impacting families everywhere who are facing significant challenges in managing their monthly expenses In this week’s episode of Retire in Texas, Darryl Lyons dives deep into the complexities of inflation and its profound impact on households today. Gain valuable insights and practical …

1
Empowering Financial Futures: Practical Tools for Budgeting and Saving 12:43

6M ago12:43

12:43

Saving money doesn’t have to be difficult. If you find yourself in need of tips and tricks for budgeting and growing your personal savings, in an easy and cost-effective way, then we’ve got the perfect episode for you! In this episode of Retire in Texas, Darry Lyons explores the practical realm of personal finance, stepping away from market-centric…

1
Prosperity vs. Perception: Unraveling the Economic Disconnect 12:52

6M ago12:52

12:52

Despite record highs in major stock market indices and decreasing unemployment rates, many Americans express dissatisfaction and unhappiness, suggesting a disconnect between economic indicators and societal well-being. In this week’s episode of Retire in Texas, Darryl Lyons breaks down the crucial topic of financial planning amid the backdrop of so…

1
Protecting Your Wealth: Insights from the Tim Duncan Scandal 15:31

6M ago15:31

15:31

Ronald Reagan said it best, trust but verify. In this week’s special edition of Retire in Texas, Darryl Lyons dives into the world of financial crime, breaking down the story of Tim Duncan's unfortunate encounter with deceit and manipulation in the realm of wealth management. Through a detailed recounting of Duncan's experience, Lyons sheds light o…

1
Tax-Smart Retirement Planning: Insights on Roth Conversions 18:23

6M ago18:23

18:23

For those looking to optimize their long-term wealth preservation and succession planning, strategic Roth conversions may be the answer you are searching for. In this week’s episode of Retire in Texas, Darryl Lyons is joined by PAX’s very own advisor, Roger Stukkie. Together, the duo provides valuable insights into Roth conversions, expanding on th…

1
Investing with Confidence: Understanding Structured Products 14:26

7M ago14:26

14:26

If you're someone who's hesitant to invest due to fear of market volatility and often find yourself hoarding your money under your mattress, then this episode is tailor-made for you. In this week’s episode of Retire in Texas, Darryl Lyons delves into the world of structured products, offering a comprehensive overview of their potential benefits and…

1
Finding Balance in Wealth Management 13:09

7M ago13:09

13:09

Finding the delicate balance between passive oversight and active involvement in personal financial management is a crucial challenge that everyone has to learn to overcome. In today's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, discusses the importance of finding the perfect mix of being "lazy" with being p…

1
Self-Reflection and Financial Planning 14:48

7M ago14:48

14:48

With the 2024 presidential election right around the corner, the significance of focusing on what one can control amid external uncertainties can’t be stressed enough. In today's episode of Retire in Texas, PAX Financial Group CEO and Co-Founder, Darryl Lyons, shares insights on navigating financial decisions and life goals through a series of thou…

1
Investing in a Year of Political Noise 13:12

7M ago13:12

13:12

With the 2024 Presidential election just around the corner, it is more important than ever to equip ourselves with the knowledge and mindset necessary to weather market volatility and make informed financial decisions. In today's episode of Retire in Texas, PAX Financial Group CEO and Co-Founder, Darryl Lyons, breaks down everything you need to be …

1
Understanding Financial Implications of the 2024 Election 14:02

8M ago14:02

14:02

As the 2024 Presidential election approaches, it's crucial for Americans to discern what truly matters to them in order to make informed voting decisions. In today's episode of Retire in Texas, PAX Financial Group CEO and Co-Founder, Darryl Lyons, dives into the intricate world of financial planning amidst the political landscape. With a focus on k…

1
Estate Strategies: Maximizing Wealth, Minimizing Taxes 13:31

8M ago13:31

13:31

For 2024, estates exceeding $13,610,000 (or $26 million for married couples) may be subject to estate taxes, making strategic planning essential for wealth preservation, and this number could be even higher in 2025. In today's episode of Retire in Texas, PAX Financial Group CEO and Co-Founder, Darryl Lyons, dives deep into the intricate world of in…

1
Biblical Responsible Investing: Decoding Christian Financial Wisdom 14:55

8M ago14:55

14:55

Did you know that Christians collectively hold a substantial 55% share of the world's entire wealth.? In today’s episode of "Retire in Texas," Darryl Lyons introduces his upcoming book, “Biblical Responsible Investing” which explores the unique motivations driving Christian financial thinking. Throughout the podcast, Darryl provides an in-depth ove…

1
Achieving Financial Goals and Making a Community Impact 14:38

8M ago14:38

14:38

While the focus of financial services often gravitates towards investment strategies and market forecasts, the essence of fostering trust through open communication, integrity, and making a positive difference in the community plays a pivotal role. This episode sheds light on how PAX Financial Group not only acknowledges but prioritizes these funda…

1
Faith and Finance: The Spiritual Battle for Your Wealth 16:15

9M ago16:15

16:15

Just as businesses have target markets, financial thieves also target specific groups, which emphasizes the need for heightened awareness in safeguarding against evolving threats. In today’s episode of Retire in Texas, Darryl Lyons dives deep into the existence of evil and its impact on financial strategies, addressing theft, the killing of joy thr…

1
2024 Vision: Proactive Strategies for Financial Well-being 12:59

9M ago12:59

12:59

In today’s insightful episode of Retire in Texas, Darryl Lyons takes listeners on a comprehensive journey through his top ten convictions for 2024. The episode serves as a beacon for informed decision-making, urging listeners to engage with their advisors and navigate the complexities of the upcoming year with confidence, foresight, and a nuanced u…

1
Chapters of Change: Financial Stories that Defined 2023 14:05

9M ago14:05

14:05

2023, a year marked by unforeseen events and economic shifts, offered a dynamic canvas where global trade tensions, technological strides, and cultural influences converged, shaping the financial landscape and leaving a lasting imprint on the way we approach investments and plan for the future. In today’s episode of Retire in Texas, Darryl Lyons ta…

1
Planning Your Path to Success in the New Year 12:52

9M ago12:52

12:52

Many people set New Year's resolutions, but how many people actually achieve them? In today’s episode of Retire in Texas, Darryl Lyons takes a unique approach to goal setting, offering valuable insights and personal anecdotes that have guided his journey to success. Show highlights include: *The power of establishing attainable objectives and under…

1
Tax-Smart Philanthropy 16:25

9M ago16:25

16:25

As the year draws to a close, the demand for information on charitable donations is on the rise. In today’s episode of Retire in Texas, Darryl Lyons delves into the world of Donor Advised Funds, offering a comprehensive guide to this powerful tax strategy for the charitably inclined. Some of the topics discussed include: The presentation of Donor A…

1
The Financial Forecast: Preparing Today for Tomorrow's Tax Landscape 15:25

10M ago15:25

15:25

Emphasizing the essence of comprehensive financial planning, it is crucial not only to strategize for present tax implications but also to meticulously plan for the constantly evolving future financial landscape. In today’s episode of Retire in Texas, Darryl Lyons navigates the intricate terrain of impending tax changes, estate planning nuances, an…

1
From Scarcity to Abundance: Parenting in Prosperity 17:11

10M ago17:11

17:11

How do you prevent your kids from becoming spoiled, especially when they grow up in a vastly different financial landscape than you did? In today’s episode of Retire in Texas, Darryl Lyons explores the philosophical nature of this inquiry, sharing his own experiences and drawing wisdom from a diverse range of sources. Plus, he dives into key takeaw…

1
Navigating Finance with Faith – Crucial Considerations 13:56

10M ago13:56

13:56

If you are thinking about hiring a financial services firm, it is imperative to consider how that firm’s values align with your own. In today’s episode of Retire in Texas, Darryl Lyons explores essential considerations when choosing a financial institution, diving into topics ranging from aligning your investments with Judeo-Christian values to leg…

1
Life Hacks and Financial Strategies - Mastering Market Noise 16:44

10M ago16:44

16:44

Last week, the market went up 5%, yet the headlines in our inboxes were still creating stomach-churning anxiety about how the market was on the verge of collapsing. It remains as crucial as ever to ignore the noise when making decisions regarding your financial portfolio. In this week’s episode of Retire in Texas, Darryl Lyons, CEO of PAX Financial…

1
Emotional Investing vs. Logical Decision-Making 15:11

11M ago15:11

15:11

It's crucial to consider a long-term perspective and consult with financial advisors for guidance, especially in times of market uncertainty. Many investors follow the herd mentality and are susceptible to making spontaneous investment decisions based on emotion. Today’s episode of Retire in Texas aims to break this herd mentality, and dives deep i…

1
The 60-40 Portfolio Shake-Up: Adapting to a Changing Investment Landscape 14:28

11M ago14:28

14:28

2022 was the worst performing year for the 60-40 investing strategy since 1937. Even though this may be cause for concern, it is crucial to not abandon a financial strategy after one down year, especially when that strategy holds as strong of a historical trend as the 60-40 rule has. Today’s episode of Retire in Texas breaks down exactly what the d…

1
Navigating 2024 Political Ads with Purpose 14:17

11M ago14:17

14:17

Welcome to the 100th episode of Retire in Texas! In this special milestone edition, Darryl Lyons reflects on the incredible journey of the Retire in Texas podcast and expresses his gratitude to his loyal listeners. Additionally, this episode delves into an important topic, framed in the context of the upcoming 2024 political ads, which are expected…

1
Protecting the Future: Special Needs Trusts and Able Accounts Explained 17:28

11M ago17:28

17:28

For families with special needs children, creating a Special Needs Trust or an Able Account helps ensure that they can continue to receive necessary public benefits and support, even if their parents are no longer able to care for them. In this week’s episode of Retire in Texas, Darryl Lyons welcomes David Alvarez onto the show. David is a partner …

1
Third Quarter Market - Explained 12:21

12M ago12:21

12:21

“But the worries of this life, the deceitfulness of wealth and the desires for other things come in and choke the word, making it unfruitful” (Mark 4:19). At the beginning of October, the marketplace enters its fourth quarter, and many people are hoping to see improvements, especially from that of the previous third quarter. In today’s episode, Dar…

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