Mortgage rates are the highest they have been in months. How does this affect your ability to get a house? Today, Paul and Chad discuss what first-time home buyers need to know to have success, even if mortgage rates go up. Listen along to get some value financial planning advice about home ownership. 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.
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Latest episodes
Goldman Sachs joins the Robo-investing world and is now one of the hundreds of Robo-investors promising lower fees and low account minimums. Today, Paul and Chad talk about how these accounts get managed, the disadvantages of Robo-investing, and how they compare with working with a financial planner. 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.
This week two interesting things happened around Tesla and Bitcoin. First, Tesla revealed that they invested $1.5 billion in Bitcoin and then they said they would start receiving Bitcoin as a form of payment. Today, Paul and Arlene talk about what it means for Elon Musk to have encouraged this behavior and what is going to have to happen to the price of a car, if you pay with Bitcoin. 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 easy for older investors to have anxiety around their investments because they feel like they have more to lose. Today, Paul and Arlene talk about specific clients who were stuck in the wrong products at the wrong time because they wanted their money to be safe. Listen along to hear what these products were and why they weren’t giving them the safety they desperately wanted. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
When I asked Arlene Brown, a Certified Divorce Financial Analyst®, the first word that comes to her mind regarding divorce, she said, “expensive.” The impact of money, both as a cause of divorce and as a source of stress after a divorce, can hardly be overemphasized. Today, Paul and Arlene talk about Paul’s new article, “Financial Planning for Divorce” and cover a range of financial and personal issues around divorce. Listen along to hear what you need to consider to keep one of the hardest transitions in life from being even harder. You can find the link to Paul’s article here: paulwinkler.com/blog.
How do you know if you have a good financial planner? Today, Paul and his team explain the ins and outs of working with a financial planner. Listen along to hear about products and practices you should avoid, common myths about what happens to your money, and the cost of not seeking financial advice and trying to do it on your own. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
So what actually happens when you work with a qualified financial planner? Today, Paul and his team explain the ins and outs of financial planning. Listen along to hear about what kind of education your planner has to have, what you should expect in the planning process, and what questions the advisor should help you think through. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
GameStop dropped almost 80% this week, and investors are really starting to feel the hurt. After massive losses, taxes, accounting fees, and hundreds of hours spent trading, small investors are starting to see what this has really cost them. Today, Paul and his team circle back around to talk about some of the aftermath of this story, and why they can’t believe it when they overhear people still wanting to invest in GameStop. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Some of the most popular investment products can be some of the most dangerous. Today, Paul and his team cover three types of funds they have been hearing a lot about lately and why they are so dangerous for investors. Listen along to learn why these products sound perfect for investors, but really benefit the companies who sell them. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
This week Andy Jassy was announced as the new CEO of Amazon. Amazon has a lot to tackle with its new leader. Today, Paul and his team talk about how employees trying to unionize, innovations in technology, and how a different personality as CEO could affect Amazon in the future. The reality is that the biggest companies in the world are not invincible and no one knows what the future will look like. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.