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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 Oct 03, 2024
Thursday Oct 03, 2024
Paul got to talk with a bright young financial industry professional who wanted some advice on how to navigate the industry and find a job where he could use his skills and his interest in personal financial planning to help people. This leads to an important conversation about the biggest challenge that both advisors and their investors face in today’s planning landscape: Most education about investing comes to advisors and investors from companies trying to turn a profit selling financial products.
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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