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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

Thursday Jun 29, 2023
Here’s How to Increase Your Wealth Without Making More Money
Thursday Jun 29, 2023
Thursday Jun 29, 2023
Did you know most people think about wealth in terms of quality of life and not just a number in their bank account? Today, Paul asks Anne and Ira about a survey that uncovers how much money people need to feel wealthy — and it’s less than you might think. Listen along to hear these advisors talk about how leaning into your true purpose for money might make you feel more wealthy without raising your net worth. Later in the episode, Anne and Ira share about the American Dream Experience.
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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