Paul and Jim discuss the media’s focus on negative predictions and their promotion of bad investments over time. They talk about projected gold prices and how the media fails to predict the future of markets. Finally, they dig into the nuances of socially responsible investing.
Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money.
Paul brings associate planner Michael Sharpnack from the Goodlettsville office on to discuss millennials and financial planning. They talk about education and career advancement, and then give some of the most important finance and investing tips millennials need to implement.
Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money.
Paul goes on Michael DelGiorno’s show to discuss the recent market conditions.
Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money.
Paul and Arlene talk about women’s purpose for money. This covers investing, saving, and common goals for women and retirement. Arlene tells us why it is important for wives to be involved in the marital financial decisions. 401(k) distributions under $5,000 are covered. To hear about a study involving who buys expensive cars and Arlene’s workshop, stay tuned.
Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money.
Paul and Arlene discuss the media’s portrayal of the outbreak and the statistics vs. the mortality of previous epidemics. The subject switches to investing fundamentals and why to not panic about the markets. Possible fiscal and monetary policies are discussed.
Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money.
Paul and Ira discuss common mistakes investors make with IRAs. These include waiting until the last minute to contribute, choosing a Roth IRA vs. a traditional IRA, making nondeductible IRA contributions, and RMD strategies. Stay tuned to learn effective ways to manage your IRAs without making these mistakes.
Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money.
Paul and Ira cover 15 questions you should ask your financial adviser. Some of these include conflicts of interest, if your adviser invests in the funds they recommends, how often the adviser changes funds, and others. They end the hour discussing upside and downside risk.
Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money.
This is hour 1/2 recorded on February 15, 2020.
Paul and Ira talk about preparing for early retirement and a few necessary steps to be successful. This includes effective investing, the “10% Rule,” and a discussion about long-term care insurance. Health insurance alternatives are also covered. The hour ends with a discussion about investor discipline and the election.
Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money.
This is hour 2/2 recorded on February 8, 2020.
