Adults over 60 are much more likely to be the victim of a scam than of a violent crime or robbery at their home. Today, Evan shares an article highlighting the tactics used by scammers who are successfully stealing billions of dollars from people over the age of 60. Later in the episode, Evan discusses whether FINRA should be merged with the SEC and whether Wall Street’s primary regulatory authority can properly keep brokerage firms in check while remaining independent.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Today, Evan jumps straight into the headlines and shares how the war in Iran is doing two things most people expected: pushing stock prices down and oil prices up. But how are these changes affecting investors? Listen along as Evan covers this and discusses why the market hasn’t dropped enough to be considered a major dip, and whether the change in oil prices will cause a major disruption to your investments.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

How much should you have in an emergency fund? And why? How do you make a personal budget that works for you? Is life insurance important? When am I ready to buy a house? Today, Paul and Evan cover these questions and more to help anyone who wants to know where they stand become more confident about money and investing.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Paul shares some headlines that make it seem like the world is out of control and going to get worse. With these inflammatory headlines, Paul describes two psychological realities that can keep you from getting sucked into the fog of fear. Listen along as Paul reminds you that good news takes a while to hear and that people often remember the past as rosier than it actually was. Paul explains how you can move from worrying about the headlines to truly relaxing about money.

Later in the episode, Paul talks about the rise and decline of plant-based meat companies, and an investor he remembers being all in on these companies. Paul segues into how any investor can get sucked into venture capital and the idea of being on the front lines of new businesses.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Evan shares a few rules about Trump Accounts that have come out recently. Paul segues to an interview where the Robinhood CEO is pressed about an obviously dangerous investment that the SEC is shutting down. His response was, “People should be free to do what they want.” Paul pushes back hard to remind investors that this product is hurting investors and would be the equivalent of a drug dealer making the same comment about a drug that is killing the people who take it.

Later in the episode, Paul talks about the importance of teaching your kids about money and investing because the wealth you built through discipline can disappear if your heirs don’t understand how to manage it.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Paul brings Jim Wood on the show to discuss the current climate and why it leaves investors vulnerable to people taking advantage of them. In a world where threats of war, a 24-hour financial news cycle, and an industry full of market timers dominate, investors are in danger of getting pushed into their emotions and then making changes that make the market makers money. Paul tells investors they don’t need an investing club to get ahead; they need a Nobel Prize-winning method that helps them reach their goals. Later in the episode, Paul talks about an important conversation you can have with your spouse to help you both feel more confident about your finances.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Paul and Jim share a somewhat funny take in MarketWatch from an investor who is all over the place, but actually represents many people who are still trying to beat markets and be “good” at investing. Listen along as these two investors talk about how markets go up during recessions and why being a good investor isn’t about looking at all the news and trying to get your money in the right place at the right time. Later in the episode, Jim shares four signs to watch out for to avoid getting scammed out of a lot of money. Always remember, “If it sounds like it’s too good to be true, it probably is.”

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Paul and Jim discuss the news in Iran and its unfolding developments. Listen along as these two advisors cover why uncertainty, war, and changing prices aren’t necessarily signs of market decline. How should your portfolio perform during a decline? Paul and Jim answer these questions and try to give you a bigger picture and possible positive outcomes that the media will never talk about. Paul and Jim talk about a veteran who wants to give their child a chance at a better financial future and to know if a Roth IRA is a good option. The advisors discuss the benefits of a Roth IRA and what they would walk through as an advisor before recommending a Roth IRA, 529 plan, or a non-qualified account. Later in the show, Paul and Jim discuss Trump Accounts and whether or not you should take advantage of the free $1,000 for new family members.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.