PAUL GRANT TRUESDELL, SR. Founder
JD., AIF, CLU, ChFC, RFC
The Truesdell Professional Building
200 NW 52nd Avenue
Ocala, Florida 34482
Bite Size Bites
Welcome to Bite-Size Bites, short audio segments designed to make you think. Each one runs between one and three minutes—never longer than three. These are straightforward reflections, insights, and observations on life, business, and the world around us.
This is not the Paul Truesdell Podcast. That’s my long-format show, and you can click through to it from this page. Bite-Size Bites is different—quick, meaningful, and limited in number. Each piece is posted online for a short time, then rotated out to keep the library fresh.
Take a moment, listen in, and think about the ideas that shape how we live, work, and plan for what’s ahead.
Truesdell Wealth, Inc.
2026 1st Quarter
Casual Cocktail or Coffee Conversations
Buckets of Income with Clarity
January 11th
The truly simple, sensible approach to retirement income. Separate fixed and flexible money into well-defined buckets so you always know what is safe, moderate, growing, and what is truly spendable.
Hidden Investment Costs, Fees, Expenses in Plain View
January 25th
95% Blindness. Most investors pay far more than they realize. I break down the buried costs, layers of fees, and hidden expenses that drain returns and quietly undermine long term security. Awareness is critical.
Essential Florida Estate Documents & Much More
February 8
The must-have Florida estate documents, plus guidance for second marriages, blended families, probate challenges, and trust administration issues that catch retirees by surprise. The long-term gem in your back yard.
The IRA Tax Bomb, Social Security Cliff, and Cost of War
February 22
Your IRA is a delayed tax bill, Social Security is under strain, and global conflict changes everything. I explain what these realities mean for income planning today. Big cuts, inflation, and expectations.
The Truesdell Retirement Meltdown Calculator
March 8
The most powerful retirement planning tool I built 35 years, updated. It easily shows your income, spending, risk, and longevity under real world conditions, demonstrated live, and unlimited use for all clients.
Client Quarterly
Wednesday, March 11th
A private quarterly briefing for clients and their invited guests. I walk through major economic, business, and investment developments using known and unknown collaborative intelligence sources, supported by both quantitative and qualitative analysis. I explain why forecasting is a disciplined mathematical interpretation while prediction is guesswork, and how I incorporate the Rumsfeld framework of knowns, known unknowns, and unknown unknowns related to risks, realities, and opportunities shaping the future.
The Big Five Truesdell Investment Portfolios and More
March 22
The Truesdell Wealth approach to building durable, disciplined investment portfolios. How allocations work, what makes them different, and how we manage risk in a rapidly changing world. How blended equal weight indexing with fractional shares works. Confused? You must attend.