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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

Monday Mar 27, 2023
Do Fund Companies Handle Your Money Safely?
Monday Mar 27, 2023
Monday Mar 27, 2023
Do you know that when you invest with fund companies, there are built in safety features that protect against loss, theft, and other risks. Some of the money becomes FDIC insured through the fund companies cash position and money market accounts. Third party custodians act similarly to accountants and ensure that money is properly handled by buying and selling investments on behalf of the fund company. Listen along as Paul, Evan, and Ira help you relax about money by teaching you about some of the safety features between an investor and a fund company and explain some of the inner workings of the investment process.
Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.
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