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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

Wednesday Feb 12, 2025
What are Tariffs? An Interview With Matt Murphy on 99.7 WTN
Wednesday Feb 12, 2025
Wednesday Feb 12, 2025
Today, Paul shares an interview between himself and Matt Murphy on 99.7 WTN. President Trump has announced tariffs on many nations since he came into office last month, leaving a lot of people asking about what they are and if they really will raise prices on consumers. Listen along as Paul spends 15 minutes explaining what tariffs are, why they are used as an economic and political tool, and the effect they have on the economy.

Wednesday Feb 12, 2025
If Investing Came With a Manual, This Would Be on the First Page
Wednesday Feb 12, 2025
Wednesday Feb 12, 2025
The research shows that the most important part of investing isn’t the investment vehicle you choose but how you build your investment portfolio inside of it. Today, Paul admits that investing in the stock market doesn’t come with a manual, but he wants to share with you what he would put on the first page if there was one. Listen along as Paul and Evan share the traps that even the most educated investors fall into and why it gets even harder over time to abstain from predicting the future.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Tuesday Feb 11, 2025
What Are Tariffs? An Interview With Matt Murphy on 99.7 WTN
Tuesday Feb 11, 2025
Tuesday Feb 11, 2025
Today, Paul shares an interview between himself and Matt Murphy on 99.7 WTN. President Trump has announced tariffs on many nations since he came into office last month, leaving a lot of people asking about what they are and if they really will raise prices on consumers. Listen along as Paul spends 15 minutes explaining what tariffs are, why they are used as an economic and political tool, and the effect they have on the 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.

Monday Feb 10, 2025
DeepSeek and New Tariffs: Are Markets in Trouble?
Monday Feb 10, 2025
Monday Feb 10, 2025
Today, Paul talks about what AI companies' biggest costs are and how DeepSeek made headlines this week as a cheaper alternative. Listen along as Paul breaks down some of the financial implications and why the stock market movement is still seen as more reactive right now than a legitimate signal of a major shake-up in technology companies. Paul also talks about many of our allies that are now trying to figure out how to avoid Trump tariffs and what options companies, consumers, and countries have to navigate them.
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 Feb 07, 2025
Market Update: February 2025
Friday Feb 07, 2025
Friday Feb 07, 2025
Today, Paul talks about how tumultuous last week was in the stock market, with many AI and other tech-related companies having major losses. Paul gives a market update and explains why news can lead to drastic changes in stock prices, but it’s the decisions businesses make around expenses and earnings that actually have the greatest impact on investor returns in the long term.
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 Feb 06, 2025
Large Investment Firms Are Trying To Bribe Independent Financial Voices
Thursday Feb 06, 2025
Thursday Feb 06, 2025
In the world of investing, you can’t believe financial “experts” just because they have a platform. Paul talks about the many times that larger firms and insurance companies have sent gifts and even offered to sponsor the show to get Paul to push their products. The unfortunate reality is that large investment firms will do just about anything to get your attention, and that includes bribing independent financial voices. Later in the episode, Paul tackles the question: Are you too old to survive a market downturn?
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 Feb 05, 2025
Comparing Your Investments With Your Friends’
Wednesday Feb 05, 2025
Wednesday Feb 05, 2025
Paul discusses the pitfalls of comparing your investments to those of your friends and family. This common practice can hinder your ability to make good financial decisions. There is a real danger in taking advice from people who you trust but who don’t have any real financial education. Listen along as Paul explores how trends over the past two decades have fueled investor hysteria and how the financial industry itself often prioritizes peer comparison over proven research when making investment decisions with your money.
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 Feb 03, 2025
Pension Management Has Deteriorated in Recent Years
Monday Feb 03, 2025
Monday Feb 03, 2025
Today, Paul talks with Jim Wood about how pension management seems to have taken a turn for the worse in recent years. There was a period when active managers were being replaced by academic research, but now pension managers seem to be making poor decisions driven by politics or simply following industry trends. This is concerning, given that they are managing the money of millions of public employees. Listen along as Paul talks about what has changed and how investors can be protected.
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 Jan 31, 2025
Regulations Can Be Expensive and Ineffective
Friday Jan 31, 2025
Friday Jan 31, 2025
Today, Paul and Jim talk about what you might expect to see from businesses now that many regulations imposed on them are being rolled back. While most regulations have good intentions to keep customers safe and create fair business practices, usually they are just expensive and ineffective. Paul talks about the many regulations in the financial planning industry that are designed to help investors but don’t keep planners from making commissions and selling bad products.
Later in the episode, Paul shares a clip from a seasoned billionaire investor about why he doesn’t think a change in presidency creates any real opportunities to time the market or predict the future.
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 Jan 30, 2025
Tax-Free Retirement: A Hot Topic in Planning Right Now
Thursday Jan 30, 2025
Thursday Jan 30, 2025
It is becoming increasingly popular for financial planners to use the promise of a tax-free retirement as a way to attract clients. Today, Paul exposes this as a marketing tactic and tries to offer some insight into the U.S. tax system and tax diversification. Listen along to hear how financial plans get pulled in the wrong direction when avoiding taxes is your primary concern.
Later in the episode, Paul talks about the potential applications of AI in the world of medicine and how unexpected advances in technology spark incredible changes in the cost of doing business that move the world forward.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.