Advisors Need to Be Educators

Today, Paul and his team share stories over the years where investors suffered because advisors either didn’t have the right education, or they chose not to educate investors. Listen to hear why it’s important to work with an advisor who wants you to make educated decisions. Later in the show, they discuss how busyness doesn’t help your financial plans or your quality of life.

You’ve inherited money—now what? We will cover the tax implications of inheriting money, tax-saving strategies, and how to choose an investment mix for your money. Sign up here: www.paulwinkler.com/inheritance.