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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

Wednesday Jan 24, 2024
Does Paul Hate Annuities? — Part 2
Wednesday Jan 24, 2024
Wednesday Jan 24, 2024
Annuities are a very polarizing topic. Some investment professionals claim to hate annuities and assert that nothing good can come from them. Others work closely with insurance companies and push annuity products to people who won’t benefit from them. In a two-part episode, Paul and Ira explain why neither of these approaches help investors understand what annuities are and their potential uses. Listen along as these advisors explain what annuities are, what problems annuities solve, and how they have made insurance companies a lot of money.
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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