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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

Wednesday Oct 26, 2022
Testing Your Advisor and Investments
Wednesday Oct 26, 2022
Wednesday Oct 26, 2022
Paul chats with someone eager to know more about the fundamentals of investing. Listen along to hear about the minds that have influenced modern investings, how their messages are twisted or ignored by advisors, and why you can’t blindly trust an investment advisor. Paul gives four easy ways you can tell if your advisor and investments are trustworthy. Later in the episode, Evan and Ira share how sketchy investment products are marketed the hardest during market downturns.
Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book
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