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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
Tuesday Apr 12, 2022
Tuesday Apr 12, 2022
After looking through the educational materials for the Series 65 exam, Paul finds why so many investors are led astray by advisors selling products and giving investors exactly what they think they need. Paul and Ira talk about how some of these educational materials sound like malpractice and why you need an advisor who has more education and won’t just regurgitate the sales pitches of common investment products.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Monday Apr 11, 2022
Monday Apr 11, 2022
Have you ever heard about or been offered a qualified longevity annuity contract? Today, Paul and his team compare the returns of this increasingly recommended insurance product to other annuity products and a run-of-the-mill stock portfolio. Listen along as Paul explains what you need to know about this product and how this differs from other annuities, and Evan explains some of the tax disadvantages. Listen along to learn about QLACs and see why Paul doesn’t think it will help investors achieve their goals as they age.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Friday Apr 08, 2022
Friday Apr 08, 2022
Tastytrade Founder and Co-CEO, Tom Sosnoff, was interviewed on “Squawk Box” and made some jaw-dropping comments about meme stock trading. Paul and his team share the interview and provide a play-by-play to explain why he’s being accused of hurting investors. Listen along to hear a lively discussion on efficient versus inefficient markets and why these companies are praising young investors for getting involved while taking their money at the same time. Later in the show, Paul discusses how $615 million of crypto assets are missing and nothing can be done about it.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Thursday Apr 07, 2022
Thursday Apr 07, 2022
Do you have a realistic picture of what your retirement income will look like? Paul and the team share a ThinkAdvisor article called “5 Biggest Retirement Planning Regrets of Older Workers, Retirees.” Paul sees if the team can guess investors' biggest regrets and encourages listeners to find out if they are on the way toward reaching their retirement goals.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Wednesday Apr 06, 2022
Wednesday Apr 06, 2022
Investors get stereotyped for letting behavioral biases drive them into poor investment decisions. Are advisors falling into the same traps? Paul covers an article on the subject to give you, the investor, the ability to find an advisor that will keep you on course and reach your financial goals.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Tuesday Apr 05, 2022
Tuesday Apr 05, 2022
A listener asks about the investments in her retirement plan because she’s concerned that a world currency could hurt the dollar. She wants to know if there are any investments that could help protect her from this risk. Paul explains the different investments in a properly diversified portfolio and how they all come together to lessen not only the risk of currency devaluation but also other market forces that hurt returns. Listen along to hear why diversification can help bring peace of mind in investing.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Monday Apr 04, 2022
Monday Apr 04, 2022
While Russia has made it clear that it plans to continue engaging the West in cyber attacks, Paul says there are plenty of other reasons to improve your cyber security. Paul shares some easy, practical tips and trusted products to provide more security around your identity and assets. Later in the show, Paul explains the problem with large fund companies having a controlling interest in the companies that are in their funds.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Friday Apr 01, 2022
Friday Apr 01, 2022
A recent story that started off as a parent wanting to help their child took a turn when the child stopped making payments and the parent became disabled and couldn't work. Listen along as Paul and Ira talk about what can be done, how much of the loan the parent is responsible for, and what financial planning techniques can help others avoid this situation. Later in the episode, Paul and Ira talk about a great article by Jason Zweig called “What Teenagers Really Learn From Stock-Market Games.”
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Thursday Mar 31, 2022
Thursday Mar 31, 2022
New technology, such as NFTs and blockchain, may revolutionize the way businesses operate in the future, but that doesn’t make them good investments. Today, Paul shares an ad that appeals to investors' desires to reap the benefit of an evolving world by investing in NFTs. Paul explains why innovation and market disruption can benefit all investors, but giving your money to these companies is more akin to gambling than investing. Later in the episode, Paul talks about Intel’s CEO making it in the news this week and why America could be pushed toward self-reliance and away from the global economy.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Wednesday Mar 30, 2022
Wednesday Mar 30, 2022
Paul fields a question from a listener about unmet expectations from a family member regarding an inheritance and shares why bringing an estate lawyer into these mediations is important. Later, Paul responds to the article “Odds Are, You’re Better Off Buying an Index Fund. Here’s Why.” Paul explains why index funds are better than actively managed funds but are still problematic. Paul shares which area of the market that indexing works well in.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.