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Paul isn’t crazy about New Year’s resolutions and shares his process of setting and achieving goals as we roll into a new year. Listen along as Paul and Jim talk about SMART goals and how to define success in your finances as we move forward into 2022.
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Paul and Chad walk down memory lane and share their favorite memories of Christmas past. Listen as Paul talks about how we should revisit our favorite past experiences and understand how they have added to our lives by building character, teaching valuable lessons, and motivating us for the future.
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Paul dedicates an episode to wish you and your family a merry Christmas. Paul and Chad react to his parody of “’Twas the Night Before Christmas,” Paul shares the Polish traditions and meals he grew up with around this time, and he talks about his new book and audiobook.
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Advisors experience pressure from all different sides, such as academic research, financial industry leaders, their bosses, and their clients. Today, Paul shares a trend of advisors pulling money out for their clients to try to avoid losses, but they still end up missing the upturn. Listen along to hear why Paul thinks this is happening again with fears of inflation. Later in the episode, Dan shares about a new Paul Winkler office in Dickson, TN.
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Fear of the future forces many investors into despair. Instead of planning and investing, investors might move to cash or not save anything at all. Today, Paul shares a fascinating article that explains how investing has the ability to change the future for the better. Listen along to hear how you can find purpose in investing in a world of disillusionment.
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Companies use Christmas as an opportunity to sell investment products to people looking for good gifts for their kids. Today, Paul and Dan talk about why you need to talk to a financial advisor before buying investment products—even in a situation like this. Listen along to hear why leaving education out of any investment decision isn’t a gift at all. Later in the episode, Paul talks about which interest rates the Fed can set and why adding to Nobel Prize-winning concepts doesn’t help investors in the long run.
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Today, Paul shares about a memorable meeting he had with an investor and his advisor. Listen along as Paul breaks down the investments in the investor’s portfolio, what was wrong with them, and the advisor’s reaction. Thus, Paul cautions against blind trust in the investment world, and he offers a solution.
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In the short term, there’s a great chance that even diversified investments will move together. What you may not notice is that they aren’t moving by the same amount. That may not seem like a big deal, but over time it will make an enormous difference. Today, Paul teaches what you need to know about volatility and how downturns affect a diversified portfolio over time.
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One of the causes of inflation has been a lack of supply due to the scarcity of the chips we use in cars, tech products, and even toys. Paul shares some information about why there is a lack of supply, why manufacturers are slow to ramp up production, and when we might see an end to this anomaly. Later, China is incentivizing citizens to adopt a digital yuan.
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Paul encourages listeners to be skeptical of legendary investors and funds. Listen along to hear how the success of people like Peter Lynch and Warren Buffet can’t last forever as well as how people use legendary investors to get you to make emotionally driven investment decisions. Later in the episode, Paul answers a listener’s question about probate and the best ways to leave property to family without a large, unnecessary tax bill.
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