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Latest episodes

A Different Model for Taking Money in Retirement


Many people enter retirement with a fear of overspending, running down their portfolio, and struggling to get by late in retirement. Today, Michael, Jim, and Chad talk about a model being adopted in the financial planning community that considers both the enjoyment of the portfolio and the health of the portfolio in retirement. Michael highlights the life experiences that can be missed when clients focus on taking as little as they can out of their portfolios. Listen along as these advisors share why both overspending and underspending should be a concern when taking an income. Later in the episode, the advisors chat about why the firm encourages clients to be educated even when clients trust them to do whatever seems necessary.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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Watch Out for Payment App Scams

Most people are used to using services like PayPal, Venmo, and Zelle to pay their friends, family and even contractors, but these services are susceptible to fraud and are not as secure as other bank transactions. Today, Paul tells a horror story about a couple paying 10s of thousands of dollars to their pool contractor on Zelle only to find out that his email account was hacked and that the money was gone. Listen along to as Paul discusses some of the red flags you can be watching out for with payment app scams.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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Independence Day 2024: Understanding FINANCIAL Independence (Part 2)


What is financial independence? Everyone seems to want it, but it isn’t easy to get. Paul steps out for the holiday weekend and the team from the Goodlettsville office step in to celebrate Independence Day and talk about financial independence. Listen along as Michael Sharpnack (ChFC®, RICP®), Jim Wood (CFP®), and Chad Henson (CFP®,ChSNC®, CRPC®), help you understand what financial freedom means to you, how you can make a plan to achieve it, and how the industry twists the idea of financial freedom to sell you products that aren’t worth the risk.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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Independence Day 2024: Understanding FINANCIAL Independence (Part 1)


What is financial independence? Everyone seems to want it, but it isn’t easy to get. Paul steps out for the holiday weekend and the team from the Goodlettsville office step in to celebrate Independence Day and talk about financial independence. Listen along as Michael Sharpnack (ChFC®, RICP®), Jim Wood (CFP®), and Chad Henson (CFP®,ChSNC®, CRPC®), help you understand what financial freedom means to you, how you can make a plan to achieve it, and how the industry twists the idea of financial freedom to sell you products that aren’t worth the risk.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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Inherited Assets: How to Avoid Mishandling the Financial Legacy of a Loved One

Inheriting assets from loved ones can bring on a combination of emotional and financial decisions. Unfortunately, this can make it harder to make the right choice. Today, Paul lists all of the most common inherited assets and common mistakes people make with them. Later in the episode, Paul talks about why fear around the US dollar is usually misinformation and why a country’s trade position suffers when their currency weakens against the dollar.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.

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Election Season 2024: The Market Already Knows That This Presidential Race Is Going to Be Rough

Today, Paul spends a moment debriefing from an unusual presidential debate that has created a week of political turmoil for both sides. Paul urges investors to tune out any speculation about big market moves this election season. The truth is that the markets already know what you and I know—that this presidential race is going to be a rough one. Don’t let the industry use this common knowledge to move your money around and profit off of you. Listen along as Paul shows just how markets don’t follow politics. Later in the episode, Paul talks about a few companies who are making plans to mass produce flying cars and how huge technological innovations usually sneak up on consumers.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.

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Paul Agrees: “The Annuity Industry Is Prone to Scams.” Here’s How It Happens.


Paul finds an article claiming that investors are avoiding annuities at their own peril. The reality is that annuities had record sales in 2022 and are extremely misunderstood financial products. After some deeper digging, Paul has to talk about how the insurance industry has crept into our financial education system—placing insurance salespersons on the boards of accredited universities—and has been grooming students to assume annuity products are the best options for investment who are afraid of running out of money. Later in the episode, Paul addresses a listener who is worried about the Quantum Financial System and the safety of money in banks.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.

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“The Top Stocks of Top Managers” — Educated Investors Don’t Take the Bait

No one wants anything less than the best investments and the best advisors possible. This week, Paul finds an article about the top 10 stocks successful managers recommend. Listen along as Paul breaks down the premise of this whole article and explains why educated investors know better than to chase the “best” products, stocks, and funds. Later in the episode, consumers flock to Costco to buy gold, but does anyone understand how the taxes work when they sell it?

For more information about what we do or how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.

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How Do Other Firms Feel About Annuities?

Paul covers some of his biggest gripes about the insurance industry selling investment products and addresses a listener who noticed other big firms have started openly speaking against annuity products as well. Listen along as Paul shares that some firms genuinely discourage annuity products out of the best interest of investors while others rail on annuities because they don’t specialize in selling them and want to push you into the products they do sell. Later in the episode, a study reveals that most people over the age of 50 are not confident about retirement. Paul shares why it might be a good idea to only contribute to your 401(k) up to the match and to look at IRAs after that.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.

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Here’s How to Vet a Continuing Care Facility

Considering selling your home to find a situation that better meets your needs in retirement is a big decision. Today, Paul shares a story of a man who lost his $145,000 deposit from a continuing care facility that went bankrupt. Paul stresses that many people enter these facilities from a position of financial weakness and it’s hard to understand the risks. Paul brings an article with some excellent tips for vetting a continuing care facility so that you can feel more confident when making this life changing financial decision.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.

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