Who wants to pay more taxes than they should to the government? No one. Today, Evan and Paul talk about taxes and why companies use your desire to pay less in taxes to push you into investment vehicles that might actually cost you more in the long run.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

Evan shares an ad from a company that features a concerned investor trying to determine if they need a fiduciary for their investments. Paul and Evan break the illusion by sharing just how easy it is for the industry to lure people in with the term fiduciary and then hide behind loopholes and confusing disclosures. Fiduciary is supposed to mean someone who acts in your best interest, but the standard is not high enough.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

Today, Paul and Evan continue a conversation about what makes gold valuable and why so many investors believe it’s a strong investment. The two advisors then expand on the idea to discuss currencies, real estate, and stocks. How does the market decide what something is worth, and why does Paul exclude some popular commodities from his portfolio?

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

Warren Buffett is a brilliant business owner with a long history of buying companies and learning how to provide value. This year, he released his final letter to stockholders, focusing not on his investing success but on the people who have had the greatest impact on him and the gratitude he has for all those who have worked with him and contributed to his success over the years. Listen along as one of the world’s most successful investors shares all the things that are more meaningful to him than money. Later in the episode, Evan shares an article about people who are constantly trying to maximize their portfolio and when it’s time to stop tweaking.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

Today, Evan shares a list of important items to consider before the holiday season ramps up and most people scramble to complete their end-of-the-year financial planning. Whether you are newer at investing or have been in retirement for many years, listen along to hear how to ring in the New Year with confidence around money and investing.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

Today, Evan shares about the shift that has been happening in younger Americans away from free market capitalism toward more socialist economic policies. Evan wants you to be able to understand the basics behind these economic systems and why capitalism has created the wealthiest nation in the world, while socialism has never successfully been implemented to scale anywhere in the world at any point in history.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

Today, Evan hosts the show and discusses what keeps investors from reaching their goals and why, each year, investor performance reports show that people earn less than market returns. Listen along to hear why investor behavior is the most important factor to the outcome of your portfolio and which behaviors to avoid and adopt in your investing journey.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

Paul and Evan get into a discussion about the 4 million Americans who have chosen to live abroad to stretch their dollars and experience a higher quality of life. Listen along to hear how it is going for these Americans and if we can expect to see this trend grow. Later in the episode, Paul and Evan find many people turning to AI instead of advisors for financial advice. Unfortunately, these investors don’t know how to prompt AI for the right kind of information, are asking the wrong questions, and are getting back bad information provided by financial companies’ marketing firms.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

Paul and Evan hit a variety of topics in this episode, starting with Tesla’s future and Musk’s incentives to stay with the company, and then pivoting to a pet peeve of Paul’s: trying to use money to solve relationship problems. Listen along as these two advisors discuss innovation in business and why getting married shouldn’t be a financial decision, but rather a commitment between partners.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.