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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

Oct 12, 2021
How “Sophisticated” Investors Get Duped
Oct 12, 2021
Oct 12, 2021
26 min
Paul shares an article today that dives into the misfortune of venture capitalism and private equity investors. Listen along to hear what private equity investment is, how it differs from investing in the market, and why some of the greatest business minds and wealthiest investors aren’t good investment role models. Later in the show, Paul talks about why rent is up in the real estate market.
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.

Oct 11, 2021
Did the Pandemic Change Baby Boomers?
Oct 11, 2021
Oct 11, 2021
31 min
Due to changing priorities during the pandemic, the baby boomer generation may be choosing to retire earlier even if it means a more modest retirement. Today, Paul, Anne, and Jonathan talk about a study of baby boomers and how the changes in the way we work, live, and spend affect this generation's expectations of retirement. Paul shares some mistakes baby boomers can’t afford to make in retirement. Later on the show, Paul talks about a new company coming to Tennessee.
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.

Oct 8, 2021
Rising COLAs May Not Mean Rising Benefits
Oct 8, 2021
Oct 8, 2021
13 min
The Social Security COLA is set to rise by 6% next year—its highest increase since 1983. Listen along as Paul and his team break down the various parts of Social Security payments and how taxes, insurance premiums, and inflation could negatively affect a recipient’s benefits.
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.

Oct 7, 2021
Pulling Back the Curtain on Annuities
Oct 7, 2021
Oct 7, 2021
35 min
Have you ever wondered how annuities are created? Paul and his team pull back the curtain on these financial products in one of the most thorough episodes on annuities to date. Listen along to hear how insurance companies can invest your money, what they can and cannot guarantee, and how they can tangle up your assets when you might need them most.
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.

Oct 6, 2021
Can You Put Bitcoin in Your Roth IRA?
Oct 6, 2021
Oct 6, 2021
12 min
Today, a listener asks: “Can you buy Bitcoin in your Roth IRA?” Listen along as Paul explains how the tax advantages of Roth accounts can be a powerful tool for investors and why investing in Bitcoin is taking on risk you’re not getting paid to take. Later on the episode, Paul talks about big fund companies lowering their management prices and why you shouldn’t get too excited.
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.

Oct 5, 2021
Can You Survive a Market Downturn?
Oct 5, 2021
Oct 5, 2021
31 min
Paul addresses a listener’s concern about market downturns and crashes. Listen along as the Investor Coach walks through the last three market downturns, why they happened, and if your retirement investments can survive a market crash. Later on the episode, Paul talks about inflation raising the Social Security COLA by the highest rate since 1983.
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.

Oct 4, 2021
Pursue Investor Education
Oct 4, 2021
Oct 4, 2021
9 min
Pursuing education regarding your investments protects you from blindly trusting your advisors and the financial media. Today, Paul and Ira share two workshops that Paul taught in September, one on debt and one on decoding the investment industry. Listen along to hear Paul share some highlights from each and how you can get free access to investor education.
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.

Oct 1, 2021
A Blow to Cryptocurrencies
Oct 1, 2021
Oct 1, 2021
22 min
Countries around the world are beginning to regulate cryptocurrencies, and it’s having an effect on their performance. Paul and Ira talk about why the future of cryptocurrencies is in question. Listen along to hear how many cryptocurrencies have failed in 2021, why governments are regulating them, and how government-backed digital currencies could hurt crypto investors.
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.

Sep 30, 2021
401(k)s vs. Other Business ‘Opportunities‘
Sep 30, 2021
Sep 30, 2021
13 min
Paul and Jim receive a few questions from listeners about 401(k)s. Listen along as they talk about investors who choose to invest in other business opportunities instead of their 401(k) plan through their employer. They cover how to measure success and risk in a business investment vs. their retirement account, the importance of multiple retirement income sources, and why liquidity matters when you’re starting a new business. Later in the show, they address an investor who is afraid the government is going to take away 401(k)s from investors.
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.

Sep 29, 2021
Lessons from China’s Real Estate Crisis
Sep 29, 2021
Sep 29, 2021
32 min
Global investors are caught up in China’s real estate crisis. Evergrande, China’s second-largest real estate company, is in serious default with their debt. Paul and Ira talk about investing in countries like China, how advisors let their investors take on too much risk, and why advisors and investors who chase growing markets, companies, and products usually never get the returns they hope for.
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.