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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.
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

Tuesday Jul 11, 2023
An Experienced Tour Guide Makes a Huge Difference
Tuesday Jul 11, 2023
Tuesday Jul 11, 2023
Today, Evan and Dan come up from the Cool Springs office to give Paul a much needed vacation. Evan starts the show by talking about the Fourth of July and the foundational freedoms required to dream, save and invest. Both advisors talk about Evan’s recent trip to Israel and why having an experienced tour guide makes a huge difference when you’re navigating something new — whether it be a new country or a topic like money and investing. Later in the show, Evan breaks down a Wall Street Journal article titled “Investors are Pouring Money into this Modified S&P 500 Stock Market Strategy.”
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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