Skip to content

Client Resources

  • About Us
    • About Us
    • Our Approach
    • Contact Us
    • FAQ
  • Resources
    • Free Resources
    • Books
  • Content
  • Webinars
  • About Us
    • About Us
    • Our Approach
    • Contact Us
    • FAQ
  • Resources
    • Free Resources
    • Books
  • Content
  • Webinars
Schedule a Call
$0.00 0 Cart

September 2023

Fund Names Might Be Changing: SEC Votes to Fight Misleading Fund Names

September 29, 2023

When you’re investing, sometimes the only information you have to work with is the

Is it Time to Convert my Traditional IRA Into a Roth?

September 28, 2023

A listener reaches out to Paul with a pretty common and important question: Is

MarketWatch: We Don’t Know How to Invest in Bonds?

September 27, 2023

Today, Paul finds a MarketWatch article called “We’re Investing in Bonds All Wrong” that

Paul Responds to Some Pushback About Staying in the Market

September 26, 2023

A listener reaches out to Paul disagreeing with him about a recent episode that

We Live in a Culture of Hurry and Anxiety. You Have to Learn How to Tune Some of it Out.

September 25, 2023

Paul opens the episode talking about a book he’s reading called “The Ruthless Elimination

Helpful or Hurtful? Comparing Today’s Economy to Past Economies

September 22, 2023

 Most were convinced America was headed to a recession because the inverted yield

The Bucket Strategy of Investing Should Be a Red Flag For Investors

September 20, 2023

Paul talks to someone who went to a workshop, learned about the bucket strategy

A Smart Strategy for Taking An Income From Your Investments

September 19, 2023

There are many ways to get money out of your portfolio when it’s time

Roth or Traditional Investments: Which is Better?

September 18, 2023

Paul has seen a lot of the publications written for advisors talking about whether

A Two-Year CD Is Not a Wise Investing Move Right Now

September 15, 2023

A listener emails the show and wants some advice, saying, “I’m watching my portfolio

American Workers Are Bad at Saving and Investing

September 14, 2023

A survey finds that out of 100 people with 401(k)s, only 60 people choose

Managing Your Finances 101: How to Make a Plan and Follow Through (Part 2)

September 13, 2023

It’s easy to get overwhelmed about your expenses and your income and start to

Page1 Page2

Sort by Type

Blogs
Podcasts
Videos

All

Sort by Topics

  • Investing
  • money in your 30s
  • bonds
  • estate planning
  • saving money
  • psychology of investing
  • about paul winkler inc
  • market news
  • Retirement
  • OpenLine
  • Business
  • Financial Traps
  • stocks
  • Tariffs
  • annuities
  • 401K
  • Women
  • news
  • financial planning
  • tax planning
  • downturns
  • Investor Coach TV
  • the market

Archives

  • 2025 (86)
    • May (13)
    • April (18)
    • March (16)
    • February (19)
    • January (20)
  • 2024 (248)
    • December (17)
    • November (19)
    • October (23)
    • September (18)
    • August (25)
    • July (22)
    • June (20)
    • May (25)
    • April (23)
    • March (21)
    • February (14)
    • January (21)
  • 2023 (220)
    • December (15)
    • November (15)
    • October (21)
    • September (18)
    • August (22)
    • July (16)
    • June (21)
    • May (23)
    • April (14)
    • March (21)
    • February (20)
    • January (14)
  • 2022 (241)
    • December (10)
    • November (17)
    • October (18)
    • September (22)
    • August (22)
    • July (20)
    • June (17)
    • May (26)
    • April (20)
    • March (22)
    • February (24)
    • January (23)
  • 2021 (275)
    • December (23)
    • November (24)
    • October (23)
    • September (24)
    • August (23)
    • July (21)
    • June (21)
    • May (24)
    • April (23)
    • March (23)
    • February (21)
    • January (25)
  • 2020 (193)
    • December (21)
    • November (22)
    • October (24)
    • September (24)
    • August (13)
    • July (14)
    • June (16)
    • May (9)
    • April (6)
    • March (20)
    • February (5)
    • January (19)
  • 2019 (60)
    • December (12)
    • November (14)
    • October (3)
    • September (3)
    • August (5)
    • July (8)
    • May (2)
    • April (2)
    • March (3)
    • February (4)
    • January (4)
  • 2018 (45)
    • December (3)
    • November (3)
    • October (5)
    • September (2)
    • August (3)
    • July (3)
    • June (4)
    • May (10)
    • February (6)
    • January (6)
  • 2017 (19)
    • November (6)
    • October (2)
    • September (2)
    • July (1)
    • June (3)
    • March (2)
    • January (3)
  • 2016 (23)
    • October (1)
    • September (1)
    • August (9)
    • July (2)
    • June (5)
    • May (1)
    • April (2)
    • February (2)
  • 2015 (10)
    • December (1)
    • October (1)
    • August (1)
    • July (1)
    • June (2)
    • May (1)
    • April (1)
    • March (1)
    • February (1)
  • 2014 (24)
    • December (3)
    • November (1)
    • October (4)
    • September (3)
    • August (3)
    • July (1)
    • June (2)
    • April (3)
    • February (2)
    • January (2)
  • 2013 (17)
    • November (2)
    • October (4)
    • September (2)
    • July (3)
    • June (3)
    • May (1)
    • April (1)
    • March (1)
  • 2011 (7)
    • April (1)
    • March (1)
    • February (2)
    • January (3)
  • 2010 (26)
    • December (1)
    • November (1)
    • October (2)
    • September (2)
    • August (5)
    • July (2)
    • June (2)
    • May (3)
    • April (2)
    • March (4)
    • February (2)

For more information about what we do, schedule a 15-minute chat with an advisor.

Schedule a Call

PWI

About

Contact Us

All Locations

MEDIA

Blog

Videos

Audio

CLIENT SERVICE

Client Resources

Become a Client

Connect

Facebook-f Twitter Youtube
Schedule a Call
PHONE : 615-851-1950 (main office)
Fax : 615-851-4597
Email : contact@paulwinkler.com
Main Office : 3050 Business park Circle Suite 503 | Goodlettsville, tn 37072
See our other locations
Copyright 2019-2028 Paul Winkler, Inc. All Right Reserved
The contact of this website is protected by application copyright laws. No permissionis granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos.

Advisory services offered through Paul Winkler, Inc., an SEC Registered Investment Advisor. Paul Winkler, Inc. does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler, Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.

Disclosure links:

Broker Check

Form CRS

Privacy Policy

Form ADV Part 2A