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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.
Episodes
Thursday Jan 02, 2025
Thursday Jan 02, 2025
Today, Paul opens the episode and answers a question about social security. Then, Evan and Paul talk about what passes as financial planning but just isn’t. Listen along as Paul talks about planners who only talk about taxes, planners without degrees, technical analysis and fundamental analysis, cap-weighted funds vs. equally-weighted funds, and how none of these things count as financial planning.
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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