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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
Tuesday Apr 30, 2024
Tuesday Apr 30, 2024
Can your portfolio survive a downturn in 2024? Today, Paul tackles this question with some information about the history of market downturns, what kind of portfolios have fared the best, and how your portfolio should shift as you come closer to retirement. Later in the show, Paul walks through what is most important for his clients to understand as they walk through the financial planning process.
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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