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.
Investor Coaching Show
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Most people will receive an unexpected sum of money in their life. Today, Paul and Jim give you the confidence you need to be ready for anything by addressing the cornerstone of your financial plan: investing with purpose. Listen along to hear why being wealthy is not only a bad financial plan, but leaves you vulnerable to bad investment products. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
It wasn’t until recently that investors have been pushing to get cryptocurrencies into their portfolios. Today, Paul covers an article from one of his mentors called, “Tales from the Crypto: How to Think About Bitcoin”. Listen along to hear what kind of investment these cryptocurrencies are and how to avoid a common investing trap around commodities. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
It is easier now than ever to borrow money for consumer purchases. Almost every business has its own credit card or financing option. Today, Paul and Arlene talk about credit cards and why they can ruin your financial goals, if you’re not careful. Listen along to hear the dangers of buying things on credit, how credit scores work and one possible benefit of putting your purchases on a credit card. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Join us for Day 3 of “How Social Security Works” on the Investor Coaching Show. Listen along as Paul answers common questions: How does social security work? Is the system solvent? How and when should you take benefits? Spend some time this week with the Investor Coach as he helps you make the most of your social security benefits. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.