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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

Thursday Jul 31, 2025
Trust Your Gut! Ignore Investing Garbage Like This Phony Ad
Thursday Jul 31, 2025
Thursday Jul 31, 2025
If it sounds too good to be true … it’s probably because it’s too good to be true. Today, Paul shares the tactics that advisors and salespeople use to lure people into obviously bad products. Listen along to hear Paul out some of these advertisements and the one-star reviews that come from the people who were tricked by these kinds of traps.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Wednesday Jul 30, 2025
Leaving Your Politics Out of the Investing Process
Wednesday Jul 30, 2025
Wednesday Jul 30, 2025
Today, Paul covers a topic that he’s covered many times on the show, but bears repeating because it is so counterintuitive to most. As the politics in the U.S. heat up and each side becomes more entrenched, it's easier to believe that the person in the White House or the party in charge in Congress dictates how the market is doing. Listen along as Paul dispels some of this, shares why the thousands of companies interested in making a profit are the engine that makes it so successful, and explains why you need to leave politics out of the investing process.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Monday Jul 28, 2025
What Happens if the Social Security Trust Fund Runs Out?
Monday Jul 28, 2025
Monday Jul 28, 2025
Today, Paul talks about how the new Big Beautiful Bill Act is causing a lot of people to reevaluate what their retirement will look like, but it hasn’t done much to clear up the most common misconception about retirement: Social Security and how it gets funded. Listen along as Paul discusses planning for retirement, how social security gets funded, and why he believes politicians would never allow the trust fund to run out without making another plan to give people their benefits.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Friday Jul 25, 2025
Friday Jul 25, 2025
Today, Paul talks about fiat currencies, crypto assets, and how a new law has created a crypto asset that looks more like fiat currency. Listen along as Paul explains why crypto assets like Bitcoin have not been considered legitimate currencies and why stablecoins could create some benefits for the economy. Should stablecoins be seen as an investment? No. However, this may become a legitimate part of how the U.S. Treasury operates.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Thursday Jul 24, 2025
When Is This Stock Market Bubble Going To Pop?
Thursday Jul 24, 2025
Thursday Jul 24, 2025
Today, Paul discusses a question he received from a concerned investor on OpenLine about the influx of cash into markets creating a stock market bubble. The investor wanted to know: Do you think there is a bubble, and when will it pop? Listen along as Paul addresses this increase in available cash and explains a few nuances that may not be obvious to investors who don’t have advanced education in economics or investing. Later in the episode, Paul talks about commodities and how the creation of lab-grown diamonds is increasing the supply and lowering the price of diamonds. Paul explains why all commodities are not investments because they are driven by supply and demand and don’t generate capital.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Wednesday Jul 23, 2025
Private Equity: Is It the Exciting New Investment Coming to Your 401(k)?
Wednesday Jul 23, 2025
Wednesday Jul 23, 2025
The industry is clamoring around a rule change that will allow you to invest in private equity companies all from the comfort of your 401(k). Pundits are calling this an exciting new opportunity for investors to gain access to investments that outperform the market while offering all the tax benefits. Is any of this true? Today, Paul discusses how easy it is for media outlets to focus on what is new and exciting while sharing the truth about private equities and how they could create a whole new level of risk for average investors who put them in their 401(k)s.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Monday Jul 21, 2025
Bipartisan Proposal To “Fix” Social Security Isn’t What It Seems
Monday Jul 21, 2025
Monday Jul 21, 2025
Today, Paul continues a conversation from earlier in the week, where members of both sides of Congress came together to propose a new approach to securing Social Security for years to come. Listen along as Paul explains why this solution isn’t really what it seems and perpetuates the idea that Social Security is in dire need of saving.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Friday Jul 18, 2025
Social Security Confusion: How To Use It and How To Fix It
Friday Jul 18, 2025
Friday Jul 18, 2025
Today, Paul dives into one of the most misunderstood aspects of financial planning: Social Security. Almost no one Paul talks to fully understands how it was formed, what the problems are, and how to make the most of yours when you retire. Listen along to hear a seasoned advisor break down the most common misconceptions and give you a crash course on the most important components of this government program.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Thursday Jul 17, 2025
Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 2)
Thursday Jul 17, 2025
Thursday Jul 17, 2025
Paul just happened to take the week off at the same time Congress decided to pass one of the largest pieces of tax legislation in recent history. Listen along as Paul jumps straight into this new law and why it will change the future of tax preparation and retirement planning for Americans. Paul covers topics like the standard deduction, child tax credit, bonus deductions for people over 65, new write-offs, Trump Accounts, and what happens with all the debt this bill creates.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Wednesday Jul 16, 2025
Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 1)
Wednesday Jul 16, 2025
Wednesday Jul 16, 2025
Paul just happened to take the week off at the same time Congress decided to pass one of the largest pieces of tax legislation in recent history. Listen along as Paul jumps straight into this new law and why it will change the future of tax preparation and retirement planning for Americans. Paul covers topics like the standard deduction, child tax credit, bonus deductions for people over 65, new write-offs, Trump Accounts, and what happens with all the debt this bill creates.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.