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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 Jun 26, 2025
Chasing Returns and Headlines: Two-Sided Trap of the Industry
Thursday Jun 26, 2025
Thursday Jun 26, 2025
Paul and Evan chat about two common traps the industry wants you to fall into to keep you buying and selling products and listening to their advice. Listen along as these two advisors explain how ubiquitous chasing returns has become and why it goes against the basic tenets of investing. Later, they explain why financial news media twists headlines into a story about when to buy and sell instead of a story about market efficiency.
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 Jun 25, 2025
Senate Moves To Regulate Stablecoin. Does This Change Paul’s Crypto Position?
Wednesday Jun 25, 2025
Wednesday Jun 25, 2025
Today, Paul talks with Evan and Dan about the federal regulation of stablecoin, affecting cryptocurrencies and other digital assets. Listen along as these advisors explain the pros and cons of the new digital currencies and assets, and whether Congress's interest in these makes them more legitimate. Paul shares his opinion about the trading markets of these assets and where this news could change his position on cryptocurrencies.
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 Jun 23, 2025
Monday Jun 23, 2025
Today, Evan shares his perspective on the changes happening to the tax code in 2025. Evan and Paul talk about how tax policy could affect regular investors and the changes you might see in your tax situation this year or the next.
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 Jun 20, 2025
AI Companion for the Elderly: Is There Something off Here?
Friday Jun 20, 2025
Friday Jun 20, 2025
Paul and Evan both find the same story about a company creating an AI companion for elderly people to chat with. Could this be a helpful tool, or is it just creepy? Listen along as the two advisors talk about some psychological implications and how this AI bot is trained not to give certain kinds of financial advice to the people who use it.
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 Jun 19, 2025
Watch This Stock “Expert” Flip on Tesla Stock in Almost One Week
Thursday Jun 19, 2025
Thursday Jun 19, 2025
Today, Paul brings some clips from a popular financial “news” show where a pundit is caught telling people they would be foolish to buy the stock and then foolish not to own it, all in the course of a week. Listen along to hear what happens when he is called out on his take and how getting emotionally wrapped up in a company or the news is a fast-track way to make the most common investing mistakes.
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 Jun 18, 2025
Market Update June 2025: When Should You Get Worried?
Wednesday Jun 18, 2025
Wednesday Jun 18, 2025
Today, Paul and Evan talk about a heavy week in the news with market drops, oil price moves, and tension in the Middle East. With all of this bad news, you would think that investors would have the right to be a little panicked. Listen along as these two advisors explain how the news twists stories to make you believe we are living in unprecedented times and share an approach to investing that allows you to engage the news as a citizen without engaging it as an investor.
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 Jun 16, 2025
Watch Out for “The Rules Won’t Apply Anymore” Marketing Strategies
Monday Jun 16, 2025
Monday Jun 16, 2025
Today, Paul finds an article that is trying to convince investors that the aging U.S. population is a danger to both stock markets and their retirements. Listen along as Paul debunks the claims of the article and encourages all investors to be wary of any news that pushes them into fear and making transactions for 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.

Friday Jun 13, 2025
Will AI Take Fund Managers’ Jobs and Ruin Market Efficiency?
Friday Jun 13, 2025
Friday Jun 13, 2025
Today, Paul talks about the long history of technology and investing and whether or not we may see a future where AI will replace the jobs of fund managers. Paul shares an article from MarketWatch, as people are already beginning to study how AI is performing against these companies. Listen along to hear how technology is used to try to give people an edge in investing and why supercomputers and AI struggle to beat out Nobel Prize-winning investment strategies.
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 Jun 12, 2025
Thursday Jun 12, 2025
Today, Paul talks about some of the biggest headlines from last week and what he thinks they mean for investors. Listen along to hear about Musk’s departure from DOGE and AI taking Ph.D.-level jobs. Financial news companies like to use times like these to make predictions and encourage investors to make changes. Paul argues that weeks like these are a nightmare for people trying to pick the winners in the market.
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 Jun 11, 2025
After 40 Years, Japan Can’t Keep Buying Our Debt. Are We All in Trouble?
Wednesday Jun 11, 2025
Wednesday Jun 11, 2025
After 40 years, Japan can no longer keep buying our debt. Should U.S. lenders be worried? Are interest rates going to spike? Europe is on pace to have a better year than the U.S. Is Europe becoming a better place for business? Should investors start selling off Large U.S. stocks and investing in other places? Today, Paul talks about two pieces of international news he thinks are designed to create fear and uncertainty in investors. Listen along as Paul answers these questions and explains why financial news outlets focus on stories like these.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.