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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

Monday Dec 26, 2022
Why Investing Based on Values is a Trap
Monday Dec 26, 2022
Monday Dec 26, 2022
Trying to invest in companies that align with your personal moral values is a slippery slope. Today, Paul, Evan, and Ira look at a Christian investment company that helps Christians avoid investing in anything that doesn't align with their beliefs. Are the top holdings any different than what the industry loves to sell? Listen along to hear why values-based investing is practically impossible, and how it’s usually just a marketing tool.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
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