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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

Friday Feb 10, 2023
Your 401(k) Is Probably Missing This
Friday Feb 10, 2023
Friday Feb 10, 2023
401(k)s providers don’t do a great job of representing small companies. So when small companies are doing well compared to large companies, your 401(k) is probably missing this return. Paul, Evan, and Ira talk about why fear of litigation and cost may keep providers from including these investments in your retirement and why it’s important to diversify and include an advisor in this part of your portfolio. Later in the episode, Paul asks the question: Are ESG funds picking expensive or unnecessarily risky investments?
Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.
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