Paul Lim Media Appearances
Over the years one of our top volunteers Paul Lim CFP has been pivotal in the success of our programs. Along with helping coordinate other volunteer CFPs, Paul has presented, provided Pro Bono one on ones to constituents, and assisted with media appearances. He has been asked to contribute on news segments, podcast, radio shows, and print. Here is a list of some of his most recent appearances in reverse chronological order.
In this episode, Bernard Surovsky and Larry Kriesmer welcome special guest Paul Lim, a San Diego Financial Literacy Foundation board advisor. Paul emphasizes the importance of financial literacy and shares his passion for demystifying financial concepts to empower individuals to make wise financial decisions. He discusses his work with the foundation, including in-person financial opportunity clinics for underserved communities. Paul also talks about the challenges of back-tested financial data and the need for skepticism.
Personal finances are tough. From knowing what investments to make, to simply making a budget with what you have now, it’s not easy to develop a better understanding of your own money. If you can get past the jargon, however, there are plenty of ways to increase your own financial literacy and make some solid plans for your own future. Guests: Paul Lim, a financial planner and member of the San Diego Financial Literacy Center’s advisory board.
San Diego County’s unemployment rate is estimated to be 16%, compared to just over 3% before the coronavirus pandemic hit the U.S. in March. A quarter of a million people in the county have lost a job amid business reductions and closures caused by the coronavirus. If you are among those who are still getting a paycheck, the pandemic has likely still impacted your finances. Paul Lim is a financial planner and an adviser to the San Diego Financial Literacy Center, a non-profit that provides free financial services to the community. He joined Midday Edition on Tuesday to discuss resources and ideas on managing your personal finances during this challenging time.
When presenting in the community one of the most common questions we get is “what about crypto?” To kick off season six we talked to our top Certified Financial Planner (CFP) volunteer Paul Lim and asked him to breakdown cryptocurrency. This week, in part two of the Cryptocurrency series we dive into what crypto and blockchain is, how they work, and what is the rationale behind creating a new currency.
When presenting in the community one of the most common questions we get is “what about crypto?” To kick off season six we reached out to our top Certified Financial Planner (CFP) volunteer Paul Lim and asked him to break down cryptocurrency. The result, a two episode special on everything crypto. Before one can understand why cryptocurrency was invented and how it gets its value we need to look back at the early days of currency. In part one we take it back to the days of kings and gold coins with a history of currency. Paul explains some of the fundamentals of all currencies and how they gain, or lose, value. If you like this episode, stick around for part two next week
While the weather forecast looks great, the economic forecast doesn’t. From tariffs and trade wars to a soft housing market, indicators are leaning toward a recession. And with inflated housing costs, Californians could be hit hard. So, is there anything we can do to prepare our wallets and investments? Paul Lim is a financial planner and adviser with the San Diego Financial Literacy Center. He says, yes there is. “It can be as simple as having an emergency fund in the bank or owning the right insurance policies,” Lim said. Lim advises clients to always stay prepared for an economic downturn and joined Midday Edition to give tips.
Today is the day for last-minute taxpayers to scramble to submit their tax returns. Many people may be shocked to discover that their reliable federal tax refund isn’t that reliable this year. People used to getting money back from the IRS may not, and they might even owe the government instead. That’s because it’s the first tax year since the Tax Cuts and Jobs Act went into effect. The act increased the amount of the standard deduction, but set limits for some of the deductions commonly used by taxpayers who itemize. That includes the mortgage interest rate deduction and the state and local tax deductions.It’s too late to change much on this year’s taxes, but what about next year? Paul Lim, financial planner and adviser with the San Diego Financial Literacy Center, discusses tips for adjusting withholdings, maxing out retirement contributions and utilizing your health savings account on KPBS Midday Edition Monday.
Typically if you want to earn more money you have to work longer hours. But wouldn’t it be great to not have to work more to create more income? That’s the idea behind a concept known as passive income where time input is not directly related to the amount of money you make. Some common examples of passive income include stock investments and real estate. Financial planner Paul Lim joins Midday Edition Thursday to discuss new ways to create passive income. Lim is also an adviser with the San Diego Financial Literacy Center.
Nearly one-third of Americans planned to make a financial resolution in 2019, according to a survey by Fidelity Investments. But, personal finance goals are not one-size-fits-all. Depending on your circumstances, what should you resolve to change in terms of personal finance? Paul Lim, a financial planner and adviser for the San Diego Financial Literacy Center, joins Midday Edition on Wednesday to answer that question.
A Reddit thread about getting sold life insurance when going to a life insurance company for financial planning gets Joe Anderson, CFP® ranting! To make sure Joe’s insurance rant doesn’t apply to you, and to help you avoid buying insurance you don’t need, Paul Lim CFP® educates us on term life insurance, permanent life insurance, long-term care, and annuities: what they are, when you need them, and how they fit into your overall financial plan.
In the final installment of KPBS Midday Edition’s personal finance series, Paul Lim, a financial planner and Board Member of the San Diego Financial Literacy Center, has tips for how to get started on saving for retirement and investing.
