Investing with purpose gives you the freedom to invest confidently, but you have to stay the course and avoid common investment traps. Today, Paul and Jim talk about how to avoid these traps, how purposeful planning affects your retirement, and how this kind of investing should shape your relationship with your financial planner. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Registered Index-linked Annuities (RILA): An Annuity with Market-timing Options
Evan brings in annuities products where you participate in both the upside and downside of the market. Paul and Evan talk about