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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
Oct 1, 2020
Oct 1, 2020
20 min
In today’s episode, Paul comes across an investor who was being sold a bad financial product by someone who claimed to be an “Income Specialist”. Paul explains that “Income Specialist” is not even a legitimate financial planning designation and why you need to find an educated planner to avoid being sold products that will actually hurt, not help, your income in retirement. 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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