
630.9K
Downloads
1677
Episodes
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

Nov 12, 2020
Nov 12, 2020
15 min
The perfect investment does not exist. If it did, everyone would own it. Unfortunately, there are plenty of investments that are downright risky and a bad idea for most investors. In today’s episode, Paul and his team talk about stocks and bonds and how they fit into a good investment strategy. Listen along to hear what you should be considering until the perfect investment arrives. 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/relax.

Nov 11, 2020
Nov 11, 2020
19 min
In a week where election results and market results have gotten everyone in an emotional state, Paul and his team share with you the three magic words you should be looking for from the sources you trust. Listen along to hear what political pundits and investors should be saying right now and how to avoid the people who will end up misleading you. 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/relax.

Nov 10, 2020
Nov 10, 2020
19 min
All the votes have been cast and Election Day is behind us. In today’s episode, Paul shares some of his thoughts on the election and talks about what we already know and what we can expect from the market as times goes on. Listen along to get Paul’s perspective and an understanding of what investors need to be doing as things move forward. 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/relax.

Nov 9, 2020
Nov 9, 2020
17 min
A Bipartisan bill has been introduced in the house that would make some significant changes to some retirement plans. In today’s episode, Paul and his team talk about some of the surprising previsions of this bill and how it could benefit retirement for future Americans. Listen along to hear what changes might be coming for millions of retirees. 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/relax.

Nov 6, 2020
Nov 6, 2020
9 min
Last week, The Labor Department finally came out and said that funds have to put risk and returns above sustainability or environmental friendliness as factors when building 401(k) plans. On today’s episode, Paul and his team talk about why this should be a no brainer, but also why can’t all bad investment strategies be banned? Listen along to stay up to date about what you should have in your plan. 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/relax.

Nov 6, 2020
Nov 6, 2020
11 min
Most people put off conversations about long term care because they don’t want to think that they will ever need it. The average cost of long term care is $172,000 and many don’t have a plan for themselves or their family. Today, Paul talks about how to start thinking about aging, health, and long term care from an investment perspective. Listen along to understand some of the costs and things you can do to be better prepared for this time of life. 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/relax.

Nov 2, 2020
Nov 2, 2020
19 min
How will a Trump or Biden policy affect the market? Should you move around some investments because of someone’s health care or trade plan? In today’s episode, Paul and his team say, “Not so fast!” Listen along to this episode as they help investors understand what the market is doing right now and have a winning strategy. 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/relax.

Nov 2, 2020
Nov 2, 2020
21 min
You know that feeling you get when you see the market start to go up or down? It’s easy to get sucked into what everyone is saying. Should you buy that company’s stock? It has been going up. Should you get out before you take on some losses? It seems prudent. In today’s episode, Paul shares a few stories of people who tried these things and talks about what strategies to avoid if you want to succeed at investing. 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/relax.

Oct 31, 2020
Oct 31, 2020
21 min
When most people think about their risks in investment, they only think about the risk of losing all their money. In today’s episode, Paul dives deeper into how to understand risk in investing. Listen along to learn the fundamentals of calculating your investment risk over time and ultimately ensuring that what you are making matches the risks you are taking. 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/relax.

Oct 30, 2020
Oct 30, 2020
12 min
The end goal of investing is to enjoy the wealth you’ve accumulated. But knowing how much to take can be confusing. Between taxes and inflation it can be hard to be sure without risking running out. In today’s episode, Paul and his team talk about the 4% rule, dropping inflation, and why now might be a better time to take a little more than usual. 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/relax.