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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

Dec 11, 2020
The Myths of Investing (III): Market Timing
Dec 11, 2020
Dec 11, 2020
9 min
Why do investors get poor results? It’s almost always because people believe one of these investment myths. Today, Paul and Jim revisit the myths of investing to talk about why market timing does not work. Between March and May of 2020, so many investors pulled their money out and lost. Listen along to hear about how market timing is actually much more complex and might be happening in some of the investments you hold.For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Dec 10, 2020
The Myths of Investing (II): Stock Picking
Dec 10, 2020
Dec 10, 2020
11 min
Why do investors get poor results? It’s almost always because people believe one of these investment myths. Today, Paul and Jim revisit Stock Picking and talk about what you would actually need to know to feel more confident when investing in one company. Listen along to learn what the data shows about stock picking. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Dec 9, 2020
The Myths of Investing (I): Past Performance
Dec 9, 2020
Dec 9, 2020
19 min
Why do investors get poor results? It’s almost always because people believe one of these investment myths. Paul and Jim revisit the myths of investing and are starting with past performance. Listen along to understand why investing based on past performance is the same as driving while looking in the rearview mirror. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Dec 8, 2020
The Power of the Dollar with Mike DelGiorno
Dec 8, 2020
Dec 8, 2020
17 min
Paul and Mike DelGiorno talk about what actually happens when the dollar weakens. Paul spends some time explaining that being too heavily invested in one area means you may feel the effects even stronger. Listen along to understand how the power of the dollar affects not only the markets around the world, but your investments. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Dec 7, 2020
Know the Law Because Advisors Might Not
Dec 7, 2020
Dec 7, 2020
29 min
An investment professional can do or say a lot of different things to sell you investment products or engage in risky behavior. In today’s episode, Paul looks at trust law to see what is actually in the law regarding how investment professionals and securities perform. Listen along to see how trust managers are educated about the financial industry. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Dec 4, 2020
Don’t Give Up on Your Investments!
Dec 4, 2020
Dec 4, 2020
10 min
It’s usually a great idea to have an advisor help and coach you through your investment journey, but sometimes it can cross the line and become blind trust. In today’s episode, Paul talks about how to take ownership of your investments and get educated about what your money is doing. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Dec 3, 2020
Dec 3, 2020
31 min
Alternative Energy is a huge talking point in our country today. Today, Paul invites Dr. Phil Rickard (Director, Public Administration at Trevecca) to talk about climate science and the economics of alternative energy. Listen along to get some insight about the everyday issues that affect our world and economy. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Dec 2, 2020
Does the Government Want You to Have Debt?
Dec 2, 2020
Dec 2, 2020
19 min
When you’re trying to boost the economy, you want people to spend. In today’s episode, Paul and Dr. Phil Rickard (Director, Public Administration at Trevecca) talk about GDP growth and medical insurance. Listen along to get some insight about the everyday issues that affect our world and economy. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Dec 1, 2020
Dec 1, 2020
28 min
Paul brings on Dr. Phil Rickard (Director, Public Administration at Trevecca) to talk about what public policy is and how it shapes our lives. In today’s episode, they talk about the Affordable Care Act (ACA), Capitalism versus Socialism, and where the U.S. actually falls in the mix. For more information about what we do or how we can help you, schedule a 15-minute call with us here: www.paulwinkler.com.

Nov 26, 2020
Why Retire in Tennessee?
Nov 26, 2020
Nov 26, 2020
6 min
We hope you had a safe and wonderful Thanksgiving this year! In a short episode today, Paul spends some time talking about why Tennessee is a great place to retire, as well as some of the advantages and reasons people might be moving here as they start their retirement years. If you want to learn more about investing and how to see through the sales traps of the industry, download a free PDF resource called The Playbook for Relaxing About Money by clicking here: www.paulwinkler.com.