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Latest episodes

Google Search Affecting Markets

  • November 20, 2019

Paul discusses how Google search results favor articles that are biased toward large-growth companies. He also talks about the ethics of robotic portfolios and how they relate to fiduciaries. For more, visit www.paulwinkler.com.

 

This is hour 1 of 3 recorded on November 16, 2019.

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Fear, Greed, and Investing

  • November 18, 2019

Why do these two extremes drive us so much? How do they lead to bad results? Paul also covers the trouble with weighted indexes, how fund companies trick us into thinking active management works, and then he covers an indexed annuity lawsuit. For more, visit www.paulwinkler.com.

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Cancer and Finance

  • November 14, 2019

Anne Sawasky talks about her family’s battle with cancer and the financial implications. Parallels to health insurance, disability insurance, and emergency funds are covered. Hour 1 of 3 recorded on 11/9/2019. For more, visit www.paulwinkler.com.

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Investment Adviser Mistakes

  • November 8, 2019

Paul digs into some of the most common—and potentially harmful—mistakes investment advisers make, and how to watch out for them yourself. Also, he talks about communists! For more, visit www.paulwinkler.com.

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Social Security Case Study

  • November 7, 2019

Paul walks through the financial situation of a friend of his, and how social security planning benefited him. Hour 3 of 3 recorded on 10/26/2019.

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Dogs and the Stock Market

  • November 6, 2019

What do dogs and stock markets have to do with each other? An interesting new concept for a mall, a take on international stocks, and a look at the market and depression. Hour 2 of 3 recorded on 10/26/2019.

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Millionaire Study

  • November 6, 2019

Paul digs into a recent study of millionaires entitled “Expected millionaire habits.” What made them who they are? It’s not always what you might expect. Hour 1 of 3 recorded on 10/26/2019.

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Medicare with Jan Whitfield

  • October 21, 2019

10/19/2019 Hour 1 Medicare open enrollment and Medicare Advantage plans with Jan Whitfield

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