This hour begins with Paul’s reflective goal setting method. This includes psychological methods to help reach your goals. Aggregation software and navigating our website are discussed later.

This is hour 3/3 recorded on December 28, 2019.

As a continuation from a recent show, Paul and Arlene cover the tax changes to IRA distributions. The more detailed discussion includes changes to “kiddie tax,” qualified charitable distributions, trusts, inherited IRAs, and required minimum distributions. These important changes could impact your financial plans, so listen!

This is hour 2/3 recorded on December 28, 2019.

Paul and Arlene Brown begin the show with artificial intelligence and investment managers. Then they contemplate the effects of AI on an entire society. Is socially responsible investing a good idea? Tune in to find out.

This is hour 1/3 recorded on December 28, 2019.

This hour begins with Paul’s discussion about how selling during political uncertainty can be costly. Hedging and inflation risk are covered later. Many short topics and examples are covered.

This is hour 3/3 recorded on December 21, 2019.

New IRA required minimum distribution rules are discussed. Very important changes to individual retirement accounts are covered the whole hour by Paul and Anne. Stay tuned for anyone you know who is approaching 70.5 years old.

This is hour 2/3 recorded on December 21, 2019.

Paul begins the hour with Wal-Mart’s new online and warehouse strategies to compete with Amazon. Does an investment seem too good to be true? Listen to Paul and Anne’s commentary about “unicorn” investments and affinity fraud. The hour ends with major IRA tax changes.

Click on www.paulwinkler.com to learn more about the various ways Paul Winkler, Inc. can help you relax about money.

This is hour 1/3 recorded on December 21, 2019.

Paul begins the hour talking about “robo-portfolios.” Most of the hour is about how people make financial decisions and how money does not lead to happiness. Paul ends the hour by discussing a Wall Street Journal article about how GDP may be understated by excluding illegal activity. This is hour 1/3 recorded on December 7, 2019. For more, see www.paulwinkler.com.

Paul discusses a study about millionaire characteristics and the psychological reasons for spending. This transitions to the amount to save for retirement and why compounding interest is effective for early saving.

For more, visit www.paulwinkler.com.

This is hour 3/3 recorded on November 30, 2019.

The hour starts with a survey about how 1/3 of millennials approve of communism and why they might grow out of it. Paul switches Roth IRA conversions and tax rates. Then the positives and negatives about financial regulation are discussed. He ends the hour with the advantages of a free market.

For more, visit www.paulwinkler.com.

This is hour 2/3 recorded on November 30, 2019.

Paul begins the hour talking about how most investors follow the crowd and why that causes problems. The lack of diversity in total stock market funds is covered. Paul ends the hour discussing political uncertainty and why diversifying is more important than ever.

For more, visit www.paulwinkler.com.

This is hour 1/3 recorded on November 30, 2019.