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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 Mar 10, 2023
Having a Safer Income Through Diversification
Friday Mar 10, 2023
Friday Mar 10, 2023
This week Paul works with an investor to help them understand why the performance of the S&P 500 over the last five years is not directly related to a safe income in retirement. Listen along as Paul explains the sequence of returns risk and how investors can have a safer retirement income through diversification. Later in the episode, Paul talks about “making a lock box” for social security and the new bill called the Social Security and Medical Lock-Box Act.
Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.
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