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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
Monday Jul 29, 2024
Monday Jul 29, 2024
Dan has a client bring in a product offer that claims to have a 20% premium bonus, but Dan looks into it and quickly realizes that this isn’t really in anyone’s best interest but the insurance company selling it. Then, Paul shares his biggest complaint about annuity sales. Listen along to hear why insurance companies keep morphing their products to address problems people know about while creating new problems that are hard to understand. Later in the episode, Paul shares a clip that says Bitcoin is a good asset to own because it doesn’t move in the same direction as markets. Paul is very skeptical of that claim because we only have about 10 years of data so far on Bitcoin and it has been very rocky.
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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