There are two phases of life: the first is when you work for money, and the second is when money works for you. We talk a lot about the second one, but today Dean Diehl, the Dean of the Graduate School at Trevveca, joins Paul for a 2-part interview about small businesses. Listen along to learn about owning a business, marketing a business, and why small businesses are so important to the economy. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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There are two phases of life: the first is when you work for money, and the second is when money works for you. We talk a lot about the second one, but today Dean Diehl, the Dean of the Graduate School at Trevveca, joins Paul for a 2-part interview about small businesses. Listen along to learn about owning a business, marketing a business, and why small businesses are so important to the economy. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
It’s important to understand what your financial goals are before you choose an investment mix. Today, Paul covers some material from a workshop this week and explains the general rules of choosing what should be in your portfolio. Paul covers topics like age, stock/bond mix, and creating a portfolio you can take an income on while avoiding taking risks you’re not getting paid to take. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
The 401(k) is a popular plan for retirement savings for a lot of good reasons. Today, Paul shares some information from a workshop he taught this week about 401(k) plans, what they are, and how they are designed to help you have money when you don’t have income. If you are new to investing or putting a hold on your retirement savings to invest in something else, listen along to hear why you should invest in a 401(k). For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
With car companies saying they’re going all electric, it begs the question: Would you actually want to own an electric car? Today, Paul digs into the industry and what still needs to be done before the world can get behind electric cars. Listen along to hear how this industry may be changing and what technology we may see coming as a result. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Money seems to be the focus of retirement, but there are so many things that you need to prepare for as you age that have nothing to do with money. Today, Paul talks about an article that says, “There are worse things than running out of money in retirement,” and what you can do to have your financial plan be a part of a larger plan. Listen along to gain some perspective about this important phase of life and what you can do to help the people you know in retirement. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Every year Warren Buffett writes a letter on the American economy, and many investors and investment professionals read it to hear the thoughts of Mr. Buffett about the future. Today, Paul talks about this year’s letter and what can be learned about the market from an experienced investor. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
For decades investors have seen the S&P 500 as a one-stop-shop for investing. With average 10% yearly growth for the last 4 decades, many financial institutions view this index as the standard for measuring other investments to. Today, Paul talks in-depth about what the S&P is—its costs, its blindsides, its benefits, and how it fits into a good investment portfolio.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
In the last 20 years, the number of publicly traded companies was cut in half. But now it seems like companies are going public more often. Why? Today, Paul talks about why companies are starting to go public again and what benefit this has to companies and investors. If you’re interested in learning more about Social Security, we are hosting a free workshop on March 3rd, at 12pm CST, with valuable information on the topic. You can find out more or sign up here: paulwinkler.com/ss.
Taxes can really hurt your investments when you don’t have the right plan in place. So, should you create an investment strategy just for the tax efficiencies? Today, Paul and Evan discuss an article suggesting ETFs in an IRA for the tax benefits. Listen along to hear whether or not this strategy makes sense and how tax savings and returns can exist together in your investments.
If you’re interested in learning more about Social Security, we are hosting a free workshop on March 3rd, at 12pm CST, with valuable information on the topic. You can find out more or sign up here: paulwinkler.com/ss.