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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
Monday Sep 11, 2023
Monday Sep 11, 2023
Paul spends a lot of time warning people about the realities of the investment industry and educating investors about products and sales tactics, but today, Paul shares his favorite part of his job: listening to people dream about the future and helping them make a plan to reach those goals. Listen along as Paul talks about some of the complexities around tax and income strategies that can freeze people up and keep them from planning altogether.
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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