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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

Oct 29, 2020
Oct 29, 2020
14 min
COVID is bringing out some pretty strange things in seasoned investors. Today, Paul and his team talk about an article called, “The Pandemic Turned My Parents into Day Traders.” Well, it turns out that those parents are not the only ones. Day Trading is sucking new investors in as people get nervous about the future of the market. But the financial mortality rate of day trading might be more disastrous than COVID itself. 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 28, 2020
Oct 28, 2020
22 min
111 days. That is the average time it takes for the market to correct itself after a downturn. Sometimes it’s faster. Sometimes it’s slower, but it always corrects itself. In today’s episode, Paul and his team teach you why it pays to wait. International companies struggling because of regulations? Give them time. Big U.S. companies seem like they can’t fail? Give them time. Election got you wanting to change your strategy? Same story. Listen along to get some important information about how to really get returns as an investor. 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 27, 2020
Oct 27, 2020
3 min
It’s time to enroll for Medicare and Paul wants to help put your mind at ease. Paul covers the 10 most common Medicare questions in preparation for our upcoming webinar. Come join us this Thursday as Paul hosts an online event with a Medicare specialist. Register here: What you need to know about Medicare.

Oct 27, 2020
Oct 27, 2020
19 min
Everyone has regrets. Some are more costly than others. In today’s episode, Paul and his team talk about a WSJ article surveying the top regrets of millionaires. Listen along to hear the top three regrets of experienced investors and which one Paul thinks might cost you the most money of all. 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 to relax about money by clicking here: www.paulwinkler.com/relax.

Oct 26, 2020
Oct 26, 2020
15 min
Have you heard of convertible bonds? In today’s episode, Paul and his team look at an article that calls them a powerful diversification strategy. But are they? With investors being spooked by low interest rates and the market, people are wondering where they can put their money. Listen along to hear about convertible bonds and why they are not exactly as powerful as this article makes them sound. 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 to relax about money by clicking here: www.paulwinkler.com/relax.

Oct 23, 2020
Oct 23, 2020
18 min
Everyone goes through a crucial period in their life before taking a job—the learning phase. In today’s episode, Paul and his team talk about education and learning as an investment. What are the investment and sales traps in this industry and how do you invest wisely? Listen along to gain some insight for you or the young people you know. 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 to relax about money by clicking here: www.paulwinkler.com/relax.

Oct 22, 2020
Oct 22, 2020
18 min
This week a client came back after leaving a few years ago to invest in real estate. Unfortunately, his money was tied up in some strange places and it wasn’t going to be easy to start moving in the right direction. His response? “Please tell my story!” In today’s episode, Paul and his team talk through just what went wrong and what you should do to avoid making some pretty costly mistakes. 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 to relax about money by clicking here: www.paulwinkler.com/relax.

Oct 21, 2020
Oct 21, 2020
10 min
There is a trick the financial industry uses to make you think a company has higher performing funds than it might actually have. It’s called “Survivorship Bias.” In today’s episode, Paul talks about what “Survivorship Bias” is and how you can avoid trusting your money to a company that probably isn’t looking out for your interests. 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 to relax about money by clicking here: www.paulwinkler.com/relax.

Oct 20, 2020
Oct 20, 2020
20 min
Whether no one has ever explained it to you or it’s been a while since your high school economics class, mutual funds are one of the most common investments, but not everyone knows what they are. In today’s episode, Paul spends some time talking about what a mutual fund is and what you need to know about them to be a more confident investor. 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 to relax about money by clicking here: www.paulwinkler.com/relax.

Oct 17, 2020
Oct 17, 2020
12 min
Have you ever thought about putting your child or parent’s name on the deed of your home or signing on to a loan to help them in a time of need? In today’s episode, Paul and his team look at a case study of a mother who owns a home but has to live in her RV instead. Listen along to hear what steps you can take to avoid a family financial catastrophe and possibly what to do if you think you are already having one. 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 to relax about money by clicking here: www.paulwinkler.com/relax.