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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Wednesday Aug 03, 2022
Wednesday Aug 03, 2022
Imagine if someone brought their portfolio in and discovered that their advisor had picked blue chip stocks and IPOs, which left the client with big losses. Paul explains why you shouldn’t choose the individual companies you want to invest in, even if you believe in the business. Later in the episode, Paul talks about a Wealth Management article titled “Long-Term Care Coverage Is Trending in the Wrong Direction.”
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
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