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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.
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3 days ago
3 days ago
Did you know that 50% of people in the U.S. don’t inherit anything from friends or family? Today, Paul talks about why waiting for an inheritance is not a financial plan and why some people who believe they are getting an inheritance are in for a rude awakening when they realize how some older investors are investing in CDs and annuities and using other head-scratching strategies.
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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