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

Category: Blog

Podcasts, videos and blogs

Subscribe to our podcast: 

Questions?

Click here to ask Paul a question for the show

Financial Planning Book: ‘Confident Financial Planning’

  • August 5, 2022

Studies consistently show that Americans are not prepared financially. One of the biggest contributors

How Do Pensions Work?—Your Ultimate Guide

  • February 24, 2022

Before the 1970s, pensions were the standard retirement benefit offered by employers. But today’s

How to Prepare for Retirement

  • February 16, 2022

Preparing for retirement involves analyzing your assets, income, and expenses, but it also includes

Should You Have a ‘Golden Girls’ Retirement?

  • January 27, 2022

We just celebrated what would have been the 100th birthday of Betty White, an

How Do RMDs Work?

  • October 11, 2021

RMDs are a way to force you to pay taxes on pre-tax money after

Tax-Efficient Retirement Withdrawal Strategies

  • August 30, 2021

Five principles for tax-efficient withdrawals, three withdrawal strategies, and four factors to help you

Taxes in Retirement

  • July 22, 2021

This guide explains the basics of our tax system and the different kinds of

What Are the Best Investments for Retirement?

  • July 15, 2021

The best investments for retirement combine tax advantages, return, safety, inflation protection, liquidity, and

What Is the Best Age to Apply for Social Security? 

  • May 18, 2021

Applying for Social Security is different for everyone. This guide gives you the tools

Page 1 Page 2 Page 3 … Page 13Next

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

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