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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

Tuesday Jan 30, 2024
The First Step to Relaxing About Money
Tuesday Jan 30, 2024
Tuesday Jan 30, 2024
Learning about markets, diversification, and financial sales tactics is only a part of the financial education you need to build a healthy relationship around money and investing. Today, Evan and Ira talk about an event called The American Dream Experience and why stopping to examine your own thoughts about money, success, and purpose is an important first step to relaxing about money. Later in the episode, the advisors cover some of the most common hurdles people face as they learn about their own money scripts.
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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