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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
Jan 3, 2022
Jan 3, 2022
26 min
Most people only plan weeks or months into the future. Very few have the forethought to plan years, decades, or generations ahead. Paul and Jim continue their discussion on setting goals in the new year by explaining how you can evaluate yourself and your finances to choose relevant and attainable goals. Listen along to hear how Paul evaluates his life and goals and the areas you don’t want to overlook as you look forward to 2022.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Dec 31, 2021
Dec 31, 2021
14 min
Paul isn’t crazy about New Year’s resolutions and shares his process of setting and achieving goals as we roll into a new year. Listen along as Paul and Jim talk about SMART goals and how to define success in your finances as we move forward into 2022.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Dec 30, 2021
Dec 30, 2021
13 min
Paul and Chad walk down memory lane and share their favorite memories of Christmas past. Listen as Paul talks about how we should revisit our favorite past experiences and understand how they have added to our lives by building character, teaching valuable lessons, and motivating us for the future.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Dec 29, 2021
Dec 29, 2021
12 min
Paul dedicates an episode to wish you and your family a merry Christmas. Paul and Chad react to his parody of “’Twas the Night Before Christmas,” Paul shares the Polish traditions and meals he grew up with around this time, and he talks about his new book and audiobook.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Dec 28, 2021
Dec 28, 2021
19 min
Advisors experience pressure from all different sides, such as academic research, financial industry leaders, their bosses, and their clients. Today, Paul shares a trend of advisors pulling money out for their clients to try to avoid losses, but they still end up missing the upturn. Listen along to hear why Paul thinks this is happening again with fears of inflation. Later in the episode, Dan shares about a new Paul Winkler office in Dickson, TN.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Dec 27, 2021
Dec 27, 2021
19 min
Fear of the future forces many investors into despair. Instead of planning and investing, investors might move to cash or not save anything at all. Today, Paul shares a fascinating article that explains how investing has the ability to change the future for the better. Listen along to hear how you can find purpose in investing in a world of disillusionment.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Dec 24, 2021
Dec 24, 2021
7 min
Paul performs a parody of the classic poem "Twas The Night Before Christmas."
Dec 23, 2021
Dec 23, 2021
21 min
Companies use Christmas as an opportunity to sell investment products to people looking for good gifts for their kids. Today, Paul and Dan talk about why you need to talk to a financial advisor before buying investment products—even in a situation like this. Listen along to hear why leaving education out of any investment decision isn’t a gift at all. Later in the episode, Paul talks about which interest rates the Fed can set and why adding to Nobel Prize-winning concepts doesn’t help investors in the long run.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Dec 22, 2021
Dec 22, 2021
16 min
Today, Paul shares about a memorable meeting he had with an investor and his advisor. Listen along as Paul breaks down the investments in the investor’s portfolio, what was wrong with them, and the advisor's reaction. Thus, Paul cautions against blind trust in the investment world, and he offers a solution.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Dec 21, 2021
Dec 21, 2021
20 min
In the short term, there’s a great chance that even diversified investments will move together. What you may not notice is that they aren’t moving by the same amount. That may not seem like a big deal, but over time it will make an enormous difference. Today, Paul teaches what you need to know about volatility and how downturns affect a diversified portfolio over time.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.