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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

May 10, 2021
RMD Exceptions
May 10, 2021
May 10, 2021
11 min
The Secure Act changed what you need to know about the Required Minimum Distributions (RMD) of your retirement accounts. Paul and Evan talk about the many exceptions for taking your RMDs, including some new ones you might not know about. Learn how to make a good plan for taking an income in retirement.
Have a puzzling investing question? A complicated financial issue? Want to try and stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.
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