In This PDF
- Learn the rules of investing and how to know if you’re breaking them
- Learn to decipher the industry’s misleading marketing strategies.
- See through the rhetoric, invest with confidence, and stick to the game plan
In this PDF, Paul discusses:
So... What is the Playbook, Paul?
As an investment advisor with over 30 years in the industry, I’ve seen my fair share of success stories – and failures – when it comes to money.
In my experience, and based on numerous studies, the difference between those who struggle with money and those who do well with it often comes down to education and planning. Truth be told, we tend to spend more time planning for a week-long vacation than we do our financial future.
It’s no wonder money has become such a stress! Now, I’ve distilled the most important lessons I’ve learned in my career into one document! This document tells you exactly what you need to do to avoid the most common investing mistakes and Relax About Money
Avoid the most common investing mistakes and become a confident investor.
About the Author
Paul Winkler (ChFC®, RFC®, CLU®, LUTCF, CASL®, AAMS®, RICP) is the president and founder of Paul Winkler, inc., a registered investment advisory firm in Goodlettsville, Tennessee. Paul Began his career in the financial services industry in 1989 and has been published extensively in both industry and non-industry publications. He is the host of the long-running “Investor Coaching Show” on Supertalk 99.7 WWTN, which can also be found as a podcast on ITunes.