When someone is truly helping you make a financial plan, they are doing more than just spitting out a bunch of numbers and saying, “Here’s how much you should save and here’s how much you are going to have.” In today’s episode, Paul and Jim explain why these planning techniques plague the planning industry. They also help you see the complexities that make a financial plan work. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Investor Coaching Show
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On today’s episode, Paul and his team talk through a book called 10 Global Trends Every Smart Person Should Know. They learn that most key issues have improved over the past hundreds of years, including hunger, poverty, stability in government and GDP. However, they also learn that most people think the world is getting worse, not better. Paul takes a moment to explain that this negative perspective leads people away from international markets—the exact place where all these positive trends are taking place. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call
When someone is truly helping you make a financial plan, they are doing more than just spitting out a bunch of numbers and saying, “Here’s how much you should save and here’s how much you are going to have.” In today’s episode, Paul and Jim explain why these planning techniques plague the planning industry. They also help you see the complexities that make a financial plan work. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Just last week, Snowflake Inc. turned heads after it’s Initial Public Offering more than doubled on it’s first day. Paul invites Jim Wood on the show today to talk about how IPOs generally fare over their first year, and Paul shares why he thinks investing in funds that engage with IPOs are not a good idea. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Tesla was left out of the S&P 500. Paul and his team take this opportunity to talk about what this means for their investors and why no single individual stock or investment is safe from volatility. Listen along to find out more.
Upcoming Webinar
For individuals and families with special needs, having a financial plan that addresses those needs is crucial. So sign-up for our webinar, “Special needs families require specialized planning” here: https://www.paulwinkler.com/webinar/