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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

Friday Feb 28, 2025
CDs and Annuities Are Not Safe Investments
Friday Feb 28, 2025
Friday Feb 28, 2025
The biggest fear of investors is running out of money during retirement. Imagine this: You've been retired for years, the market is down, and you can't go back to work. Suddenly, a salesperson appears, offering a "safe" investment. In this episode, Paul explains why products like CDs and annuities can actually increase the risk of you outliving your money and why you shouldn’t believe you’re too old to survive another market downturn.
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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