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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 Jul 08, 2024
Monday Jul 08, 2024
Q2 is over and Paul shares the best performing asset class of the quarter. The problem is that this asset class is one of the best performing in the long-term and is completely looked over by 401(k) plans. Paul does a deep dive into the advantages and disadvantages of your employers retirement options and helps you build a plan that fills in the gaps. Later in the episode, Paul explains why inflation alone is enough of a reason to avoid annuities
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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