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- The Media Is Telling Us That the Market Had a Rough Month, but Did It?
- WATCH OUT: These Financial Mistakes Are Permanent
- Is Gold an Investment? Nominal Return vs. Real Return
- Can Your Portfolio Survive a Downturn in 2024?
- Should You Invest in Gold in 2024?
- Registered Index-linked Annuities (RILA): An Annuity with Market-timing Options
- This Skill Can Change Your Whole Perspective on Investing
- A Sneaky Annuity Sales Pitch and a Chat About Roth Conversions
- Social Security Education Without the Sales Pitch
- Banks Are Still Not a Reliable Place for Large Deposits
- Can your portfolio survive a downturn in 2024?
- Market Update: April 2024
- This Tax Benefit Trips Up Real Estate Owners
- How Are Counseling and Financial Planning Connected? An Interview with Dr. John Kennedy (Part 2)
- How Are Counseling and Financial Planning Connected? An Interview with Dr. John Kennedy (Part 1)
- Great Questions from a Younger Generation (Part 2)
- Great Questions from a Younger Generation (Part 1)
- Paul and Ira’s First Experiences with Investing
- Active Management Is A Problem. Indexing Is Not The Solution (Part 2)
- Active Management Is a Problem. Indexing Is Not the Solution. (Part 1)
- WATCH OUT: Scammers Are Using QR Codes to Steal Your Personal Information
- Target Date Funds Are Bad Default Investments — Here’s Why
- Paul Sets the Record Straight on How Much Crypto You Should Have in Your Portfolio
- International Stocks Returns vs. CD Interest Rates — It Doesn’t Add Up
- The Financial Industry Is Not Trustworthy
- A Look Into a Financial Stewardship Class with Paul Winkler
- You Didn’t Take a Loss, but Your Portfolio Still Failed
- Insurance Companies Penalize You for Needing Insurance
- Tax Planning Through The Four Phases of Retirement (Part 2)
- Tax Planning Through the Four Phases of Retirement (Part 1)
- What Happens When a Financial Decision Comes Before a Moral Decision
- After 2020, Americans Want a Different Kind of Retirement
- The Industry Is Profiting From Young Investors Who Want To Make a Difference
- This Inheritance Turned From a Gift Into a Nightmare
- Staying Sharp in Your 80s and Beyond
- Most Investors Know the Rules of Investing But Their Advisors Aren’t Following Them
- Slowing Down to Think About Your Purpose for Money
- Investment Vehicles: Having a Vehicle for Any Terrain
- Warren Buffett in 2024 – The Industry Is Treating the Market Like a Casino (Part 2)
- Warren Buffett in 2024 – The Industry Is Treating the Market Like a Casino (Part 1)
- What Is Holding You Back from Financial Health and Retirement Planning?
- This Is How You Find Out If Your Financial Advisor Is Helping You or Just Selling to You (Part 2)
- This Is How You Find Out If Your Financial Advisor Is Helping You or Just Selling to You (Part 1)
- Focusing on What Matters with Business Coach Charles Alexander (Part 2)
- Focusing on What Matters with Business Coach Charles Alexander (Part 1)
- It’s Been 34 Years Since the NIKKEI Was This High
- CNBC Claims to Be a Good Resource for Investors. It Is Not.
- Is It Possible to Build a Portfolio Without Stock Picking?
- Reflecting on a Life Well Lived: Understanding Your True Purpose for Money
- The American Dream Experience: Building a Roadmap for Life and Money
- Should Politicians Be Able to Trade Stocks?
- Staying Flexible When Taxes and Inflation Creep In On Your Financial Goals
- One Reason Heavy Media Consumption Is So Dangerous
- Talking About Anxiety with Two Mental Health Professionals (Part 2)
- Talking About Anxiety with Two Mental Health Professionals (Part 1)
- Interview with College Financial Aid Counselor, Jacob Lagesse (Part 2)
- Interview with College Financial Aid Counselor, Jacob Lagesse (Part 1)
- Do You Remember Y2K?
- A Hedge Fund Manager Claims Passive Investing Broke the Market
- Should You Consider Long-Term Care Insurance?
- When Should You Walk Away From an Advisor or Firm?
- The First Investing Statistic Paul Has Ever Heard About Groundhog Day
- We’re Tired of Seeing Investors Hurt by the Investing Industry
- Companies Invest in Risky Products and then Blame the 60/40 Portfolio
- Two Great Listener Questions About Annuities and Electric Vehicles
- Fiscally Fit in Your 40s: How to Tell If You’re on the Right Track
- Something You Should Know About Inheriting a Home From a Relative
- Do You Understand Why Choosing the Companies You Invest in Is Dangerous?
- We’re Seeing a Trend Toward Passive Funds. Is that enough?
- The First Step to Relaxing About Money
- Stock Pickers Beware: Public Opinion Sets Stock Prices in the Short Term
- Starting a Foundation for Charitable Giving Might Be a Bad Idea
- Republican or Democrat: Is One Party Better for Markets?
- Does Paul Hate Annuities? — Part 2
- Does Paul Hate Annuities? — Part 1
- What You Can Learn From the 15 Worst Performing Mutual Funds of 2023
- New Bitcoin ETF Approved Last Week — Here’s What You Should Know
- Ira Has Changed His Opinion on 529 Plans
- The FAFSA Just Got More Complicated to Fill Out
- The Industry Is Abandoning ESG. No One Should Be Surprised.
- Don’t Blindly Trust Advice From Wealthy Investors
- Bad News Can Make the Market Go Up. Here’s How.
- Constantly Updated Financial Advice Is a Red Flag
- Investing Involves Risk. Here’s How We Manage It.
- Taxes and Investing: Don’t Make This Common Mistake
- Investors’ Money Floods Into Money Market Accounts in 2023 … But Was It a Good Idea?
- A Quick Lesson on Shorts and Commodities Investing
- Use These Tips to Follow Through on New Year’s Resolutions
- The Top News Stories of 2023: Part 2
- The Top News Stories of 2023: Part 1
- Sharing Financial Lessons With Your Kids in Your 50s
- Political Tension Coming in 2024. Don’t Let it Knock You Off Course.
- Interest Rate Update at the End of 2023
- Lowest Inflation in 3 Years and An Economic Update
- Anxiety Around Aging and Running Out of Money
- Why Do You Need to Rebalance a Portfolio?
- Why Is the 60/40 Portfolio Controversial in the Investment Community?
- Debunking the Myths of Investing: Part 2
- Debunking the Myths of Investing: Part 1
- What It Looks Like to Take an Income on Gold or Silver in Retirement
- Asset Allocation: Possibly the Most Important Thing You Can Do as an Investor
- Investor Speculation Around AI May Be Pushing Up the Price of These Companies
- Confident Investors Can Answer These 20 Questions: Part 2
- Confident Investors Can Answer These 20 Questions: Part 1
- Get Ready to See Everyone’s Market Predictions for 2024
- Should you Invest in Gold Right Now?
- Tis the Season … To Talk With Your Family About Finances?
- Elon Musk and the Cost of Technological Advancement
- How to Judge Your Advisor and Your Portfolio at the Same Time — Part 2
- How to Judge Your Advisor and Your Portfolio at the Same Time — Part 1
- Learning How to Give Generously Without Hurting Your Financial Plan
- Binance CEO Pleads Guilty to Money Laundering
- New Poll Finds That Millennials Think $500,000 Salaries Will Bring Happiness
- Unpacking the Crowdfunded Real Estate Sales Pitch
- It’s the Holiday Season. Focus on What Matters Most.
- Changing Your Money Mindset
- Paul Hears a Popular Voice in Finance Share Some Downright Dangerous Advice
- Comparing an Income From Gold to a 60/40 Portfolio During Gold’s Most Successful Period in History
- How to Tell if You’re in a Market Delusion: Part 2
- How to Tell if You’re in a Market Delusion: Part 1
- A $2 Million Coal Mine Is Now Worth Almost $37 Billion in the United States?
- Investing Doesn’t Need to Stay a Mystery
- Debunking Common Myths That Hurt Your Retirement
- People Who Struggle With Money Make These Five Mistakes
- Veterans Day Edition of The Investor Coaching Show
- Are Frivolous Lawsuits Keeping Companies From Innovating?
- Speaker of the House Addresses Social Security and Medicare Changes
- Real Estate Commissions as We Know Them Could Be Gone Soon
- Charlie Munger Admits That He and Warren Buffet Couldn’t Repeat Their Success in Today’s Market
- An Investing Concept About Risk That Drives the Whole Industry
- A Growing Number of Men Are Stepping Up to Take Care of Aging Parents
- Joint Bank Accounts Are an Indicator of Healthier Marriages
- Financial Planning for Divorce: Part 2
- Financial Planning for Divorce: Part 1
- The Financial Industry Is Selling Assurance, But Gambling More Than Ever
- One Thing Not to Be Afraid of This Halloween
- What We Can Learn From 8% Mortgage Interest Rates
- How Much to Keep in the Bank and How to Invest the Rest
- It Seems Like a Bad Time to Think About Investing
- How Do You Plan for a Retirement That Is 50 Years Long?
- Is the S&P 500 Becoming a Riskier Strategy?
- IRS Warns Against Using a New Complex Trust Rule to Avoid Taxes
- Can You Invest $100 per Month and Retire Wealthy?
- “Advanced” Investment Strategies Usually Have a Hidden Flaw
- Are Business Profits Coming Back After Inflation?
- The Problem With Investing in Funds That Align With Your Values
- Major Fund Provider Wants You to Know You Probably Can’t Retire
- What Factors Actually Drive Returns? A Quick Lesson About Factor-Based Investing
- How to Serve Others in a World Obsessed With Competition
- What Might War in the Middle East Mean for Markets?
- Almost Half of Investors Make Up Their Retirement Goal
- How to Know if an Investment Company Is Investing Wisely (Part 2)
- How to Know if an Investment Company Is Investing Wisely (Part 1)
- Study Shows that Income Models for Annuities Are “Extraordinarily Misleading”
- Amazon Is Sued by the Federal Trade Commission and 17 States
- These Popular 401(k) Funds Concentrate on the Area of Least-Expected Return
- Fund Names Might Be Changing: SEC Votes to Fight Misleading Fund Names
- Is it Time to Convert my Traditional IRA Into a Roth?
- MarketWatch: We Don’t Know How to Invest in Bonds?
- Paul Responds to Some Pushback About Staying in the Market
- We Live in a Culture of Hurry and Anxiety. You Have to Learn How to Tune Some of it Out.
- Helpful or Hurtful? Comparing Today’s Economy to Past Economies
- Would a Mortgage Company Let You Assume Someone’s Low Interest Rate Mortgage?
- The Bucket Strategy of Investing Should Be a Red Flag For Investors
- A Smart Strategy for Taking An Income From Your Investments
- Roth or Traditional Investments: Which is Better?
- A Two-Year CD Is Not a Wise Investing Move Right Now
- American Workers Are Bad at Saving and Investing
- Managing Your Finances 101: How to Make a Plan and Follow Through (Part 2)
- Managing Your Finances 101: How to Make a Plan and Follow Through (Part 1)
- Paul Loves Getting to Do This at His Job
- Sitting On Cash Is an Unsettling Trend That Is Hurting Some Investors
- Understanding the Motives of Financial Publications Saves You From Financial Heartache
- Financial Wisdom: Making Great Financial Decisions in Your 50s (Part 2)
- Financial Wisdom: Making Great Financial Decisions in Your 50s (Part 1)
- What Is an Estate Plan, and Is it Only for the Wealthy?
- Tax Laws Are Changing in 2023 and So Are Financial Plans
- Market Update August 2023: Inflation, Interest Rates, and the Federal Reserve
- Don’t Mess Up Your Social Security; It Isn’t Going Anywhere
- The Risk of Long-Term Bonds in Your Portfolio
- People Think They Have Long-Term Care Insurance … But They Don’t
- An Employer Gets Sued Over ESG Investing in a 401(k)
- What You Should Know in 2023 About Your IRAs and Taxes
- College Is Coming — Here’s How to Start Saving for It
- Inflation’s Effect on Market Returns
- You Have 10 Years to Empty an Inherited IRA. You Need a Plan.
- Caring for the Investor, Not Selling Products for a Broker-Dealer
- Protecting and Maintaining a Special Needs Trust
- Making a Plan for Children Who Struggle With Independence With Chad Henson
- LPL’s Strategic Management Program: How to Tell When a Company Is Gambling With Investors’ Money (Part 2 of 2)
- LPL’s Strategic Management Program: How to Tell When a Company Is Gambling With Investors’ Money (Part 1 of 2)
- What If You Missed the Stock Market’s Best Days?
- Why Not Go All In On Emerging Markets?
- Is the Media Predicting Downturns Because They Care About Investors?
- This Is Why Getting Out of Volatile Markets Is a Big Mistake
- Morningstar Gets it Right: 7 Investments You Want to Avoid
- Beyond Money: Preparing to Live Your Best Years in Retirement
- Are Gold Investors Happier with Their Investments?
- The FED Raised Rates, AI Takes Drive-Thru Orders, and Paul Is Still Optimistic
- Don’t Underestimate Value Companies in a Portfolio
- Will You Outlive Your Money? Comparing Annuities to an IRA Strategy (Part 2)
- Will You Outlive Your Money? Comparing Annuities to an IRA Strategy (Part 1)
- Don’t Make These Money Mistakes When Sending Kids to College
- Tax Laws Changing in 401(k)s for High-Income Earners
- Fund Providers Time the Market Then Blame the Market on Returns
- It’s Time to Start Your Business Idea: An Interview with Charles Alexander (Part 2)
- It’s Time to Start Your Business Idea: An Interview with Charles Alexander (Part 1)
- Older Workers Stuck in Dangerous Jobs
- You Can Understand Artificial Intelligence with Dr. Timothy Myatt (Part 2)
- You Can Understand Artificial Intelligence with Dr. Timothy Myatt (Part 1)
- Is Gold the Answer in an Unstable Market?
- A “Vetted Professional” Might Really Be an Annuity Salesperson
- The 401(k) Market Just Isn’t Great, But an Advisor Can Help
- Are You a Service Member? What Are Your Retirement Options?
- Closest Thing to Retirement School: Learning From Retirees
- An Experienced Tour Guide Makes a Huge Difference
- Scammers Want You to Feel Overwhelmed So That You Will Trust Them
- Target Date Funds Have American Investors Betting on the Magnificent Seven
- Pensions Are Disappearing and Now You Have to Choose Your Own Retirement Investments
- Understanding How Emotion Sneaks in: Being Overweighted in US Companies
- An Advisor Wants Me to Sell My Property: Is that a Conflict of Interest?
- ‘The Last Days of Lehmen Brothers’ and an Industry You Can’t Blindly Trust
- Spotting the Sales Pitch: How the Industry Sells and How to Avoid the Trap
- Here’s How to Increase Your Wealth Without Making More Money
- If You Bet the Market Would Be Down the First Half of 2023, You’ve Lost Big Time
- Buyer Beware: Always Read an Investment Firm’s Disclosures
- Remembering the Basics Amid the AI Market Craze
- Financial Advice From Fathers – How to Give It and How to Receive It
- ChatGPT vs. An Educated Investor – Why Human Behavior Trumps Technology
- Advice for Aging Investors: Asking for Help and Building a Team You Can Trust (Part 2)
- Advice for Aging Investors: Asking for Help and Building a Team You Can Trust (Part 1)
- Understanding Your Work Retirement Plan
- Discussing Our Digital Soul with Jenny Black, Licensed Marriage and Family Therapist (Part 2)
- Discussing Our Digital Soul with Jenny Black, Licensed Marriage and Family Therapist (Part 1)
- An Unprecedented Week in American Politics: Is Now a Bad Time to Be in the Stock Market?
- If You Don’t Know What’s in Your 401(k), It’s Time to Find Out
- High Interest Rates: Should You Move to Cash?
- A Lesson On Debt, Your Standard of Living, and the Two Philosophies of Spending: A Foundation You Can Build On
- Six Advisors On How to Invest $1,000: Five of Them Give Bad Advice
- Investors Are Biding Up AI Companies Like They Did Tech Companies in the Late 90s
- Taxes and the Economy: Interview with Art Laffer, Reagan’s Economic Advisor (Part 2)
- Taxes and the Economy: Interview with Art Laffer, Reagan’s Economic Advisor (Part 1)
- Do You Want to Live Another Eight Years? Get A College Degree
- A Company Convinces a Woman with Dementia to Sell Her Home — The Perfect Metaphor for a Broken Industry
- Is Paul Worried About Artificial Intelligence and the Stock Market?
- It’s Time for Banks to Start Earning Your Trust: How to Spot a Bad Bank
- Stock Market Over-reacting to AI News Stories? More Bank Failures? (How to Avoid Unnecessary Loses)
- Only Recognize a Few Companies in Your Work’s Retirement Plan? Here’s What You Should Know
- The 20 Must-Answer Questions for Investors (Questions 13–20)
- The 20 Must-Answer Questions for Investors (Questions 6–12)
- The 20 Must-Answer Questions for Investors (Questions 4 and 5)
- The 20 Must-Answer Questions for Investors (Questions 1–3)
- Would a “Digital Dollar” Really Destroy Your Freedom?
- Turning Your Skills into a Career with Jessie Lee Perez (Part 2 of 2)
- Turning Your Skills into a Career with Jessie Lee Perez (Part 1 of 2)
- What Do Hedge Funds, CDs, and Gold IRAs All Have in Common?
- Structured Notes: Big Promises With Hidden Dangers
- Black Swan Events: Learning How to Be Anti-Fragile
- 5 Questions Women Need to Be Able to Answer About Retirement
- Pushing Past the Awkwardness: Marriage and Prenups
- Jason Zweig on Being a Great Investor: What Does It Take? (Part 2 of 2)
- Jason Zweig on Being a Great Investor: What Does It Take? (Part 1 of 2)
- “Undiscovered” Stocks PWI Has Used for More Than 20 Years
- One in Four Americans to Live with Disability: Are You Prepared? (Part 2 of 2)
- One in Four Americans to Live with Disability: Are You Prepared? (Part 1 of 2)
- Most Financial “Planning” Is Just Product Sales—Here’s How to Spot It
- 30-Year Bond Holders Learned a Tough Lesson: How to Avoid Their Mistake
- Endless Information Feeds Worry and Dissatisfaction
- It’s Time to Change How We Think About Digital Media
- ANOTHER Sales Tactic: Your Portfolio Is Outdated
- Starting Retirement When You’re Self-Employed
- Know Your Bias: Understanding Hindsight Bias
- Insurance that Can Help You Weather Life’s Most Difficult Circumstances
- Negative News Is a Sales Tactic
- What You Can Learn From Warren Buffett’s Historic Career
- It’s Easy to Get Sold On a Bad Life Insurance Policy
- Is Now the Time to Swoop in on Bank Stocks?
- For Richer or For Poorer: Handling Money in Marriage
- Why Is It So Hard to Relax About Money?
- Is the U.S. Dollar Going to Be Dethroned?
- Informed Investors Should Be Informed Citizens
- Costco Is Proving There Is More Than One Way to Navigate Inflation
- Why You Should Tune Out the News for a While
- These Mistakes from Millennials Can Help You Succeed at Investing
- Taking Money From Your 401(k) Before 59½: The Rule of 55
- Paul Addresses Conspiracies Around Markets and the Banking Sector (Part 2)
- Paul Addresses Conspiracies Around Markets and the Banking Sector (Part 1)
- Commodities Futures Trading Commission (CFTC) Files Lawsuit Against Crypto Giant
- What Your First Meeting with an Advisor Should Look Like (Part 2)
- What Your First Meeting with an Advisor Should Look Like (Part 1)
- The Temptation to Market Time Because of High Interest Rates
- Is the Federal Government Encouraging Risky Behavior from Banks?
- Do Fund Companies Handle Your Money Safely?
- Indexing Is Not a One-Size-Fits-All Strategy
- A Retirement Boom Is Coming: Know the Four Phases of Retirement
- Annuities: A Mistake for Investors and a Conflict of Interest for Advisors
- The Illusion of Risk-Free Investments: Lessons from Silicon Valley Bank
- How Quickly Real Estate Markets Can Cool Off
- Starting, Growing, and Succeeding as a Small Business with Dean Diehl (Part 2)
- SVB Crashes: A Lesson in Diversification
- Paul Appears on the News to Address the Silicon Valley Bank Crisis
- Starting, Growing, and Succeeding as a Small Business with Dean Diehl (Part 1)
- Corporate Landlords Hurting Investors and Tenants
- Having a Safer Income Through Diversification
- The Senate Decides ESG Products Shouldn’t Be in 401(k)s; Biden Disagrees
- If You’re So Smart, Why Aren’t You Rich? A Look at the IQs of CEOs
- Can Apple Keep Being a Tech Disruptor? And What that Means for Stockholders
- The Value of Experience: A Study from AARP
- Commision-Based Products Give Advisors the Wrong Incentive
- Ira and Jim Share Their Experiences Before Working at PWI
- Paul Responds to Skepticism About Poor Gold Returns
- Could Index Investing Hurt the Market?
- The Reality of Investing in Companies You Don’t Like
- The FEDs Digital Currency and the Problems It Solves
- Here’s a Book Paul Thinks You Should Read
- Investing Before Tax Filing: A Guide for Choosing Accounts and Investments
- Fear of a Downturn Looms Over News in 2023
- Advisors Being Encouraged to Up Risk for Investors
- The Super Bowl Curse: A Lesson in Data Mining
- Big Takeaways from the American Dream Experience
- Expenses in Investing: What are You Paying and Why? (Part 2)
- Expenses in Investing: What are You Paying and Why? (Part 1)
- What’s Keeping Americans from Saving?
- Your 401(k) Is Probably Missing This
- Paul Is Getting FED Fatigue
- Should America Ban Crypto?
- Two Things to Know About ESG with Michael DelGiorno
- Your Income and Income Tax Affects How You Should Invest
- Spotting Market Timing in this Week’s Headlines
- Roth IRA Conversion Question
- Trying to Avoid Risk Leads to the Riskiest Behavior
- We Live in a World of Disclosures
- Retirement Secrets that Are Best Kept as Secrets (Part 2)
- Rising Interest Rates: Should I Move My Fixed Income Assets?
- Retirement Secrets that Are Best Kept as Secrets (Part 1)
- Paul Follows Up On Nuclear Energy Advances
- Wells Fargo Encouraging Market Timing
- 20 Problematic Funds for Long-Term Investors
- What Is the Fair Tax Act?
- Firm Manager Admits to Playing Games with Investor Money
- People Are Getting Paid to Make Predictions
- Everyone Should Know About Income Smoothing
- You Never Know What a Year Is Going to Bring
- Paul Is Tired of these Outrageous Investing Ads
- More Confusion on the 60/40 Portfolio
- SECURE Act 2.0: What You Need to Know (Part 2)
- SECURE Act 2.0: What You Need to Know (Part 1)
- Leave Those 2022 Markets Behind You
- What Will You Do in 2023? (Part 2)
- What Will You Do in 2023? (Part 1)
- Busting the Myth About Dividend-Paying Stocks
- Games Management Companies Play
- Investing Basics: Choosing 401(k) Funds
- Investing Basics: Stock Market Segments and Diversification
- Why Investing Based on Values is a Trap
- Jason Zweig Nails Hindsight Bias
- Electric Vehicles in 2023
- Ira Went to An Annuity Sales Dinner—So You Don’t Have To
- Ready to Feel Like an Experienced Investor?
- Is the American Dream Dead?
- Large Tech Companies Are Bracing for a Shake Up
- Shared Assets Create Happier Marriages
- You Need More Than a Fiduciary
- Is Investing in Successful Funds and Companies a Trap?
- False Fraud Claims Hurt the Credit Score System
- Good News: Aging Can Bring Less Stress
- A Misconception About Choosing Fund Managers
- Real Estate Lending and Market Cycles
- The Investment Industry Thinks You Can’t Be Trusted
- Getting Married Closer to Retirement Age
- FTX and Big Stars Sued in Crypto Scheme
- Cryptocurrencies Five Years Later
- China Tightens Its Grip on Its Businesses
- Consumers Aren’t the Only Ones Struggling with Inflation
- What Some Investors Are Asking Their Advisors
- 2022 Midterm Elections (Part 2)
- 2022 Midterm Elections (Part 1)
- Making End-of-Year Moves
- $2B Lottery: How Does that Get Calculated?
- Bert Malkiel and Index Investing
- The Goal Post Effect
- Annuity Income Riders: Smoke and Mirrors
- Yen’s Value at a 24-Year Low
- Paul Winkler on Identity Theft
- GMC Profits Way Up, but Why?
- Companies Are Getting Less Productive
- Halloween Edition 2022
- The Center for Human Flourishing with Jeremy Height (Part 2)
- The Center for Human Flourishing with Jeremy Height (Part 1)
- Inflation Doesn’t Happen in a Vacuum
- Testing Your Advisor and Investments
- Is ESG Hurting Energy Companies?
- Paul Covers 25 Years of Market Events (Part 2)
- Paul Covers 25 Years of Market Events (Part I)
- Information Age Makes Investors Cocky
- Cherry-Picking the “Best” Managers
- Inflation is Up. Should You Have I-Bonds?
- The Truth About Fed Monetary Policies
- Leaving Real Estate to Heirs Isn’t Simple
- A Low-Fee Estate Planning Nightmare
- Social Media Use Is Hurting Young Investors
- Breaking Investing Rules
- What’s Causing This Market Turmoil?
- Outrageous Financial Headlines Since 2000
- Is It Different This Time?
- Life Insurance as an Investment
- What to Do as Market ‘Fear Gauge’ Soars?
- Don’t Fall for Low or No Fee Investments
- Is the U.S. Getting Rid of Cash Altogether?
- Be Patient While the Economy Adjusts
- Market Update: September 26, 2022
- How Much Your Coffee Habit Costs
- A Healthy Distrust in Companies and Regulations
- Are You Diversifying Enough in International Companies?
- Companies Figuring Out Carbon Offsets
- Investors Are Making Bad Decisions in 2022
- Is It Time to Jump In or Get Out?
- Are Income-Generating Portfolios Safe?
- Navigating an Unequal Inheritance
- A Trap in Conservative Investment Products
- A Healthy Distrust in Companies and Regulations
- China’s Economy Is Struggling to Beat Out the U.S.
- Europe’s Energy Problems Can Be Solved
- Are Critics of ESG Missing Something?
- Looking at New Inflation Data
- Logical Thinking During Downturns
- U.S. Returns vs. Other Developed Nations
- How to Pay Less for Stocks
- Receiving an Inheritance Close to Retirement
- Can You Spot Market Timing in the News?
- Should You Consider a Self-Directed IRA?
- An Outside Perspective on American Capitalism
- Is Your Company Getting Rid of Your Pension?
- Is Academic Investing Just for Average Earners?
- Missing Out on Sophisticated Investment Strategies
- Working During Retirement Age
- Lowering Your Inflation Anxiety/ESG Politicizing Your Retirement
- Paul Responds to the Inflation Reduction Act
- A Great Book About Long-Term Care
- Financial News Recap: August 16, 2022
- Digital Assets: A Reason to Revisit Your Will
- Trying to Time the Housing Market
- Responding to the News Is a Losing Strategy
- Are Rats Better Investors Than Humans?
- Early Retirements Can Lead to Fake Retiring
- Don’t Play the Lottery With Your Retirement
- Do You Understand Risk and Return?
- Financial Planning Book: ‘Confident Financial Planning’
- Should You Use Laddered CDs Instead of Bonds?
- A Common Recession Indicator Explained
- Perfectionism Is Hurting Our Culture
- A Costly Lesson About Picking Companies and IPOs
- Are Your Investments Doing What They’re Supposed To?
- Becoming Wealthy Through Dividend-Paying Stocks?
- A Quick Introduction to Investment Concepts
- Top 5 Investing Myths Paul Has Seen in 2022
- Ibbotson Claims Annuities Could Be Better Than Bonds
- Is Your 60/40 Portfolio Outdated?
- There Are Many Ways to Get Low Returns
- Gold Doesn’t Provide Security
- Real Innovation vs. ESG Investing
- Is New Technology Going to Take Our Jobs?
- What Happens to the Economy When People Lose Confidence?
- How Smart Investors Handle Bear Markets
- One Prime Minister Assassinated, Another Resigns
- A Lesson on Investing in Hopeless Times
- An Interview With Rock Drummer Sandy Gennaro
- Understanding the Money Personality Types (Part 2)
- Understanding the Money Personality Types (Part 1)
- How Much Will You Spend in Retirement?
- Start Financial Education Early
- Financial Media and Messaging
- Are We Headed Into a Recession?
- The Great Unretirement
- Family Education in Your Estate Plan
- It’s a Tough Real Estate and Stock Market
- Nuclear Energy Innovations Bring Optimism
- Saving Is Hard for Half of Americans
- Why This Crypto Meltdown Is Different
- What You Need to Know About Bear Markets
- Why Aren’t Interest Rates Higher Right Now?
- Can You Make Your 401(k) Pay Out Like a Pension Plan?
- Inflation Hurts in Some Areas More Than Others
- What Does the Worst Inflation in 40 Years Mean?
- U.S. Currency Value Stays Strong
- 401(k) Administrator Sues Government Over Crypto
- Building a Budget With Brian Koonce
- Starting a Financial Plan With Chad Henson (Part II)
- Starting a Financial Plan With Chad Henson (Part I)
- Real Estate Dangers
- How to Break the Inflation Cycle
- Emerging Markets and Investing in China
- Being Smarter Than Executives and Business Leaders
- Do ESG Funds Need More Disclosures?
- Do Inverted Yield Curves Signal a Market Downturn?
- Are Cryptocurrencies Worth Anything?
- Getting Your Mind Right About Downturns
- Target’s Stock Price Falls Significantly
- How Can I Relax About Money During This Economy? With Dan Mandis
- An Educated Investor Knows Who They Are
- Good Advice or Financial BS?
- Understanding Options Contracts
- Top NBA Player With Humble Origins
- Escape the Cycle of Fear in Investing
- FINRA Considers Competency Test for Complex Investments
- Taking Advantage of Investors During Down Markets
- Recovering From a Loss
- Bonds Taking a Historic Hit
- Getting Out of a Cycle of Anxiety
- What Devaluing the Dollar Means for the Stock Market
- How to Cure Anxiety Over Market Volatility
- An Intro to HSAs
- Breaking Down the Financial Headlines
- What Is the Worst Trait of a Financial Advisor?
- Some Interesting QCD Options
- International Pressure on Gas and Food Supply
- Keeping the End in Mind With Michael DelGiorno
- Getting the Most From Your RMD
- How Your Money Works for You
- Fund Companies Are Like Car Companies
- How Do Rising Interest Rates and Inflation Affect the Markets?
- Is the 4% Rule Too Aggressive Now?
- The Problem With Municipal Bonds
- Younger People Are Saving More
- Wall Street Firms Buying Nashville Single-Family Homes
- Owning Real Estate Can Be a Rough Ride
- How Old Is Too Old to Be Aggressive?
- Why Are Stock and Bonds Both Down in Early 2022?
- Misleading Investors Toward Electric Vehicles
- Series 65 Doesn’t Adequately Prepare Advisors
- Privately Traded Companies on the Rise
- A Good Way to Think About ESG
- Not Reading Into the DOW Transports
- This Advisor Exam Is Not Enough
- Learning About Qualified Longevity Annuity Contracts (QLACs)
- A Surprising CNBC Interview With Tastytrades Founder
- Older Employees Share Regrets About Retirement Saving
- Advisors Are Falling Into an Obvious Trap
- Would a World Currency Hurt the Dollar and My Investments?
- Keeping Yourself Safe From Cyber Attacks
- Listen to This Before You Co-Sign a Loan
- NFTs: You’re Not Going to Miss Out
- The Personal Nature of Inheritances
- Winners and Losers Two Years After COVID Market Meltdown
- Ask for Help When Taking RMDs for Inherited IRAs
- A New Generation Free From Communism
- Investors Struggle While the Industry Booms (Part 2)
- Investors Struggle While the Industry Booms (Part 1)
- New Retirement Planning Insights
- Remember the Purpose of Investments
- Stay the Course or Try Something New?
- Stock Splits Are Designed to Entice Retail Investors
- Companies Like Google Are Not Invincible
- What Inflation Does to Pensions and Wages
- Gaining Perspective During Russian-Ukraine War (Part 2)
- Gaining Perspective During Russian-Ukraine War (Part 1)
- ESG Is Trying to Change the Purpose of Investing
- Why Paul Doesn’t Recommend Mid-Cap Stocks
- Young Investors Should Be Skeptical of ESG Ratings
- Could Russia Use Cryptocurrencies to Bypass Sanctions?
- Let Equities Work for You During Uncertainty
- Watch Out for This Life Insurance Sales Tactic
- Pension Owners Should Consider More Retirement Savings
- Saving for the Future
- Beating the S&P 500
- Ukraine? Am I Too Old for This?
- How Do Pensions Work?—Your Ultimate Guide
- Interview with Michael DelGiorno about Russia
- Democrats Hoping to Make a Dent on Inflation
- Billionaire Investor Comments on Meme Stocks
- Should News Headlines Change Your Investment Strategy?
- Did You See Any Crypto Ads During the Super Bowl?
- The Motley Fool’s Unbelievable Stock Performance
- Forcing Policymakers to Have Diversified Portfolios
- How to Prepare for Retirement
- How to Take an Income Out of Your Portfolio (Part 2)
- How to Take an Income Out of Your Portfolio (Part 1)
- Supreme Court Unanimously Rules Against Employer
- Who Made Money on Meme Stocks?
- FAANG Stocks in Early 2022
- TV Is Not a Good Place to Get Investment Advice
- Retirement Isn’t the End of Investing
- Slow Down Your Thinking About Market Downturns
- RMD Changes and Why QCDs Aren’t Showing Up on 1099s
- Fidelity Is Trying to Rebrand Itself
- Understanding High Interest Rates on Bonds
- Do You Know What’s Happening in Your 401(k)?
- Are Equally Weighted Indexes Better Right Now?
- Bleak Month for Crypto
- Should You Have a ‘Golden Girls’ Retirement?
- Are We in a Super Bubble?
- Uncovering Your Money Biases
- Popular REIT Commercial: Is It Too Good to Be True?
- Prescription for Dealing with Market Downturns
- I Bonds and a New Tax-Reporting Requirement
- How Annuities Hurt Investors Who Have Longer Retirements
- Learning About Retirement From ‘The Golden Girls’
- Investors Sued Two Celebrities for Alleged Crypto Scam
- Target-Date Funds May Hamper Your New Retirement Goals
- More People Are Trying the RV Life
- Major Fund Companies Can’t Predict the Future, So Why Do They Try?
- Equal-Weighted Funds/The Difference Between Investment Firms
- Is Long-Term Care Insurance Worth It?
- Should You Consider QQQ?
- Best of the Best of 2021 (Part 2)
- Best of the Best of 2021 (Part 1)
- Personal Growth in 2022 (Part 2)
- Personal Growth in 2022 (Part 1)
- A Common Investment Mistake Educated Investors Can Avoid
- How to Choose the Right Goals for 2022
- Listen to This Before You Make New Year’s Resolutions
- What Are Your Favorite Childhood Christmas Memories?
- Market Overvalued? Here’s the Rest of the Story
- Happy Holidays 2021
- Advisors Struggle to Follow the Rules
- Investing Can Change the World
- Investments as Christmas Presents
- You Don’t Know What Your Advisor Doesn’t Know
- You Need to Know About Volatility
- Global Chip Shortage Won’t Last Forever
- Legendary Investors Are Needles in a Haystack
- Don’t Get Scammed After a Storm
- How Catastrophic Events Affect Markets
- Financial News Outlets Are Not Your Friends
- Can the U.S. Sustain Unlimited Debt?
- Troublesome Insurance Product Doubles Sales
- Don’t Give Up on Investing
- Maximizing Income in Retirement
- Market Update: December 2021
- Inflation and the Classic Car Hedge
- Two Assets You Can’t Count on for Income
- You Must Consider Your Purpose for Money
- The Key to Happiness and Health
- DOW Drops After New Variant; What Does it Mean for Investors?
- Jerome Powell on Inflation, Interest Rates, and Employment
- The Missing Value and Security of Cryptocurrencies
- Elon Musk Sells $8.8 Billion Worth of Tesla Stock
- An Investment Lesson From the Rittenhouse Trial
- Fundamentals of Investing (Part 2)
- Fundamentals of Investing (Part 1)
- A Healthy Distrust of Financial Standards
- Crypto Still Struggles to Offer Stability
- Is Your Retirement Income Safe?
- Is Your Portfolio Ready for Uncertainty?
- How Inflation Could Hurt Growth Stocks in a Unique Way
- Photoshopped Investments: How to Tell What’s Real
- Buying Investments From Celebrities
- Is Your Rudder Causing You to Shipwreck Your Investments?
- How Does the Infrastructure Bill Affect Investors?
- Toxic Positivity vs. Helpful Optimism
- Information Overload
- Information Overload
- Are Housing Prices Rising That Fast?
- Social Security Stays in the News
- Inflation: Fears vs. Reality
- Moving Into an RV? Consider This First
- Some Scary Statistics and What They Mean
- Sharing Your Finances in Relationships
- Is Finding Your Passion Overrated?
- The Problem at the Ports
- Life Insurance Retirement Plans (LIRPs)
- You Can’t Afford to Have Your Retirement on Autopilot
- Not All Academics Are Created Equal
- The Right Kind of Return on Your Investments
- Being Successful Requires a Great Coach
- What Do You Have in Common With Companies?
- The Problem with Technical Analysis
- Today’s Market Reminds Paul of the Late ’90s
- What They Forgot to Mention About Cryptocurrencies
- Roth Strategy Changes Ahead?
- Understanding the Direction of the Market
- Is There a Case for Indexed Annuities?
- How “Sophisticated” Investors Get Duped
- How Do RMDs Work?
- Did the Pandemic Change Baby Boomers?
- Rising COLAs May Not Mean Rising Benefits
- Pulling Back the Curtain on Annuities
- Can You Put Bitcoin in Your Roth IRA?
- Can You Survive a Market Downturn?
- Can You Survive a Market Downturn?
- Pursue Investor Education
- A Blow to Cryptocurrencies
- 401(k)s vs. Other Business ‘Opportunities’
- Lessons from China’s Real Estate Crisis
- REITs as an Investment: Not a Good Way to Invest in Real Estate
- Knowing When to Worry: An Interview on ‘The Dan Mandis Show’
- The Lure of Alternative Assets
- Income Tax Bill Update
- A Philosophy for Choosing Fund Companies
- Preparing for a Fulfilling Retirement (Part 2)
- Preparing for a Fulfilling Retirement (Part 1)
- New Tax Proposals Being Brought Back Toward the Center
- Does the Bible Teach About Investing?
- What Is a Living Trust?
- Looking Back at 9/11
- Estate Planning Mistakes: How to Protect Yourself
- The Search for the Perfect Portfolio
- Why a Retirement Plan Is More Important Today Than in the Past
- Understand the Market’s Value
- Why a Retirement Plan Is More Important Today Than in the Past
- Social Security: Fix or Folly?
- Wealthy People Make These Mistakes
- Inheritance Questions: 5-Year Rule and Inheriting From Parents
- The Problem With Choosing an Investment Manager on Past Performance
- Are ESG Funds in Trouble?
- Why investors get bad investment returns
- Don’t Mess Up the Income Phase of Your Life
- Should I Take the Pension or Lump-Sum Payout?
- Tax-Efficient Retirement Withdrawal Strategies
- Health and Life Insurance and the COVID Vaccine
- Things May Be Returning to Normal
- Charitable Remainder Unitrusts
- Risk Management
- Style Drifting and Portfolio Chasing Are Killing Investor Returns
- Does the Market Prefer a Political Party?
- Considering Becoming an Advisor?
- Searching for the Best-Performing Mutual Fund
- Impulsive Investing Decisions
- Is Indexed Universal Life a Good Investment?
- You’ve Retired. Do You Need to Worry About Your Asset Mix?
- Should You Invest a Lump Sum or a Little at a Time?
- Advisors Need to Be Educators
- Are Structured Notes Conservative Investments?
- Inherited IRAs
- New Retirement Bills to Watch This Year
- Getting Too Comfortable with Current Trends
- Taking an Income on Growth Stocks
- Do You Trust the Government to Help Maximize Social Security Benefits?
- Should You Buy Tesla Stock?
- Paying for College
- How Much Should Asset Management Cost?
- Past Performance and the Delta Variant
- Inflation in the News
- How Much Did Babe Ruth Make in Today’s Dollars?
- Helping Widows Avoid Risk in Remarriage
- Robinhood Is Eyeing an IPO
- Taxes in Retirement
- The Ultrawealthy Change Their Tune on Giving Assets to Kids
- How Much Do You Need to Be Wealthy?
- Investment Philosophy: Paul Winkler on Your Most Important Decision
- Are Your Kids Ready to Take on Your Estate?
- How to Make a Living in the Music Business with Vince Wilcox
- What Are the Best Investments for Retirement?
- Understanding the Music Industry with Vince Wilcox
- 401(k) Asset Mix: How to Choose Your Strategy
- How to Pick Funds for Your 401(k)
- Investors Suffer from Bad Expectations
- Trusting Big Investment Firms
- Understanding Real Estate Funds
- The Future of ESG Investing
- Lumber Prices Had Their Worst Month in 40 Years
- Who Are the Biggest Victims of Scams? You Might Be Surprised
- A Smart Investor is Not a Successful Investor
- Are Companies Playing on a Hot Social Trend?
- Is the S&P 500 P/E Too High?
- The Fed Considers Digital Dollars
- Can You Trust a Fiduciary?
- The Buffet Indicator
- Debunking Common Investor Fears
- Index-Fund Voting
- How Have the Stimulus Checks Affected the Stock Market?
- Staying on Track
- Looking at Thrift Savings Plan Funds
- Where Can I Grow My Money?
- Stop Calling Speculators Investors
- ‘Rich People Don’t Pay Taxes’? Paul Winkler Responds
- Two Social Security Trends to Watch
- Momentum Investing
- Is The Stock Market Rigged?
- Worldwide Work Shortages
- Picking Winners During COVID
- How Changes in Life Expectancy Affect Retirement
- Credit Score Myths
- Planning to Reduce Retirement Anxiety
- Donor Advised Funds
- Market Crashes and Downturns Explained
- Cashing Out Investment to Buy a House
- How Much Inflation Can the Market Handle?
- RMD Timing (Q&A Thursday)
- DIY Investing
- Is Money Happiness?
- Demand and Inflation
- How Credit Cards Affect Your Brain
- When Less Is More
- How COVID Has Affected Women
- What Is the Best Age to Apply for Social Security?
- 10 Things You Shouldn’t Worry About as an Investor
- The Secure Act 2.0
- How to Test Your Financial Advisor
- Pandemic Alters Retirement Plans
- Financial Independence Retire Early (FIRE)
- Top 3 Risks to Your Portfolio in Retirement
- US Inflation Outlook for 2021
- RMD Exceptions
- Estimating Expenses in Retirement: Your Ultimate Guide
- Retirement Income from Investments: How Does It Work?
- PayPal is Now Accepting Bitcoin
- Q&A Thursday: May 6th, 2021
- Is There a Better Currency Than the Dollar?
- How Much in Emergency Savings? We Don’t Save Enough
- Wall Street is Not Your Friend
- How to Build a Retirement Portfolio in Four Steps
- Bitcoin’s Rough Week
- Retirement Pitfalls
- These Are Going to Hurt Your Retirement Plan
- Biden’s Capital Gains Tax Proposal: How It Affects Investors
- Don’t Be Caught Flying Blind with Your Investments
- Home Improvements
- Handling Property in Your Estate Plan
- The Best Time to Receive Social Security Payments
- Are Stocks Overvalued Right Now?
- Where Do I Start Investing?
- Stock Appreciation Rights as Income
- Digital Currencies and Precious Metals
- Finding the Right Purpose for Your Money
- Investing with Purpose
- How to Think About Bitcoin
- The Truth About Credit Cards
- Social Security Basics (Day 3)
- Social Security Basics (Day 2)
- Are Tax Increases Going to Hurt Stock Prices?
- Social Security Basics (Day 1)
- Too Old for Market Downturns?
- Social Security Confusion
- Are Tax Increases Going to Hurt Stock Prices?
- Step Up in Basis or Captial Gains Tax?
- Roth Conversions Age Limit: When Is Too Late?
- Bonds Struggle to Outpace Inflation
- Predatory Investment Companies
- Question of the Week: March 24, 2021
- New Tax Deadline, May 17th, What You Need to Know
- Why Invest in Bonds?
- Considering Roth IRA Contributions
- Can You Use Two Investment Companies?
- Your Brain Is Hardwired to Make Investment Mistakes
- What Happens When You Put Money First
- NFT Crypto: What Are Non-Fungible Tokens (NFTs)?
- What to Know Before Getting into Real Estate
- Small Business with Dean Diehl (Part 2)
- Small Business with Dean Diehl (Part 1)
- Choosing an Investment Mix
- Is It Worth Investing in a 401(k)?
- What’s Missing with Electric Cars?
- Retirement Isn’t All About Money
- Warren Buffett’s Annual Letter
- Is the S&P 500 Enough?
- Publicly Traded Companies: More on the Way?
- Tax Efficiency vs. Returns
- A New Portfolio Strategy
- Does Inflation Hurt Stock Prices?
- Mortgage Rates Go Up
- Are Robo Advisors Worth It?
- Tesla Accepting Bitcoin as Payment?
- What Does It Mean for Your Investments to Be Safe?
- Financial Planning for Divorce
- What to Expect from My Financial Planner
- What to Expect in the Financial Planning Process
- GameStop Traders Are Feeling the Hurt
- Financial Planning for Divorce
- 3 Types of Funds You Want to Avoid
- Amazon Announces a New CEO
- The Mortgage Payoff
- “Downside Protection”
- Guy Can’t Login to Get His $220 million of Bitcoin
- Interview with Dean Diehl: Market Disruption and Innovation pt. 2
- Interview with Dean Diehl: Market Disruption and Innovation pt. 1
- Robinhood Raises $1billion This Week
- GameStop
- Stimulus Checks and a New Round of PPP
- Phil Valentine Interviews Paul About GameStop
- Is the Market Overpriced?
- ETFs vs. Mutual Funds
- The Sky’s the Limit
- Special Needs Planning for 2021
- Inauguration Week and a Surprising Study
- You Don’t Know What You Don’t Know
- Index Troubles
- The Future Is Coming
- Should We Go Back to the Gold Standard?
- Don’t Let These Funds Hurt Your 401(k)
- What Ministers Should Know When Filing Taxes
- A Fund That Grew Almost 160% in 2020
- Tennessee Is Now Tax Free
- Should You Be Worried About Inflation in 2021?
- A 2020 Investing Lesson for 2021
- Is Cash King?
- Is Bitcoin Just the Beginning?
- Thinking About the Glory Days
- Two Important Investing Concepts
- New Year’s Resolutions and SMART Goals
- What I Learned in 2020
- Do You Have Money in Target Date Funds?
- What Is a Variable Annuity?
- What Is Greenwashing?
- When Are Rich People Going to Fix America?
- A New Reason for Inflation?
- Should I Be Investing Like Everyone Else?
- Navigating Estate Planning with Your Children
- When Was the Last Time You Looked at Your Will?
- What Happens if I Die Without a Will?
- Tax Planning in a Wild Year
- The Magic of Saving
- Avoiding Early Investment Mistakes with Anne Sawasky
- Getting Started Is the Hardest Part
- How Much Money Should You Have at Age 50?
- The Myths of Investing (III): Market Timing
- The Myths of Investing (II): Stock Picking
- The Myths of Investing (I): Past Performance
- The Power of the Dollar with Mike DelGiorno
- Know the Law Because Advisors Might Not
- Don’t Give Up on Your Investments!
- Dow/S&P/Nasdaq More Risk than Meets the Eye
- How Bad Is Climate Change and How Expensive Is It to Fix?
- Does the Government Want You to Have Debt?
- Is America Purely Capitalistic or Something Else?
- Taxable Accounts
- Why Retire in Tennessee?
- Protect Yourself and Read the ADV
- Understanding Indexed Universal Life (IUL) Insurance
- A Case Where You Would Want to Keep Your Annuity
- A Case Where You Would Want to Keep Your Annuity
- How to Navigate Life Insurance Products
- Are There Lots of Ways to Win at Investing?
- Municipal Bond Misunderstanding
- Breaking Down the Last Week (November 9-15, 2020)
- QE and the Market
- Two Mistakes with Stocks and Bonds
- Why Is Past Performance So Hard to Shake?
- Women and Social Security Benefits
- The 3 Magic Words You Should Be Looking For
- 2020 Election Debrief
- Big Changes May Be Coming to Retirement Plans
- The Labor Department Comes Down on a Trendy Investment
- Paying for Long Term Care
- Election Day (Part 2): How To Ride the Market Roller Coaster
- Election Day (Part 1): How to Ride the Market Roller Coaster
- How to Understand Risk and Investing
- The 5% Rule? (Is 5% the new 4%?)
- The Day Trading Pandemic
- Pre-election radio show preview (10/28/2020)
- Getting Paid to Wait
- Announcement: Your Guide to Medicare – A Webinar
- Top 3 Regrets Millionaires Have with Investing
- A Powerful Diversification Strategy
- The First Investment You Ever Make
- Learn from the Mistakes of Others
- How Investment Companies Do Away with Their Bad Performers
- Do You Really Know What a Mutual Fund Is?
- Can You Trust Your Family with Money Matters?
- Does A Good Story = A Great Investment?
- It’s Times Like These That Make or Break Investors
- You Need an Educated Investment Coach
- Should you Invest Now or Wait Until After the Election?
- Are 65-Year-Olds Retiring?
- Don’t Let People Scare You into Bad Investment Strategies
- A Common Investment Mistake Around Election Season
- How Hard Is It to Predict a Market Change?
- The Sneaky Tricks Financial Advisors Use
- What Happens When You Don’t Have Basic Investment Knowledge
- Paul Analyzes a Portfolio and Isn’t Surprised at What’s Missing
- Choosing the Right Financial Planner for Retirement Planning
- Staying the Course During Market Volatility
- Don’t Let the Election Change Your Investment Strategy
- Can You Predict the Market?
- Arbitrating with Your Financial Advisor or Firm
- How Do You Make Financial Planning Projections?
- Is Everything Getting Better or Worse?
- What Is True Financial Planning?
- What Snowflake Can Teach Us About IPOs
- A Lesson from Tesla Being Left Out
- The Habits That Create Financial Confidence
- President Trump’s Social Security Proposal
- Choosing a Financial Advisor
- The Problem with Risk Tolerance in Investing
- Is Gold An Investment?
- Reverse Mortgages (Part 2)
- Reverse Mortgages (Part 1)
- Can I Trust an Accredited Investor?
- Clarifying the Biden Retirement Proposal
- How Working from Home Affects Your Income Taxes
- Big Changes in the Dow This Week
- Staying Patient During Market Downturns
- What can we learn about COVID from the Bubonic Plague?
- Getting a Glimpse into a Biden Retirement Plan
- Understanding Stock Splits
- How to Advocate for Yourself During a Divorce
- 100 years of Women’s Suffrage
- Are Your Investments Safe from Inflation?
- Investor Returns vs. Market Returns
- How Future Tax Laws Could Affect Retirement Accounts
- Are You Diversified?
- Don’t Get Bad Investment Advice
- Life Insurance: Permanent or Term Insurance?
- The Dangers of Trading Apps
- Why Can’t I Get Coins from the Store?!
- The Investment Philosophy of Warren Buffett
- Real estate investing
- Surrender Charges and Annuities
- The Benefits of the 401(k) Plan
- Uncertainty in the Market
- How Do Indexes Work?
- Must Brokers Act in Your Best Interest?
- The Hidden Risks of Indexes
- Personal Values and Investing
- Who Bought All the Toilet Paper?
- Biases in Investing
- What Affects Investor Returns the Most?
- Arlene’s American Dream
- How to Save for the American Dream (Part 2)
- How to Save for the American Dream (Part 1)
- Annuities
- Financial Freedom and the American Dream
- 2nd quarter reflections and the next trap to avoid
- FAANGM Stocks and Cybersecurity
- Are You Market Timing without Realizing It?
- Will the Government Break Up Monopolies
- Ladies, what if he goes first?
- Life Insurance Premiums Rising?
- Private Equity Investing in 401(k)
- Gamblers Switching to Stock Trading
- Tax-advantaged investing
- Strategies for Long-Term Care
- Relationship Between Corporate America and China
- How to Think about the Market Recovery
- Coronavirus and Supply Chains
- The Future of Social Security
- Should We Overhaul the 401(k)?
- Safe Haven Investing
- Are Colleges in Trouble?
- Negative Interest Rates in the UK
- How to find the purpose of our money
- How brain chemistry affects investment decisions
- Insurance Companies Turning Away Business
- The Amygdala and Investing
- Compliance with Coronavirus
- The Amygdala Hijack Phenomenon Causes Investing Mistakes
- The Stages of Grief and Investing
- Why Is the Market Up While Unemployment Is Up?
- Diversifying Education
- Is a Fast Rebound Realistic?
- Keeping Life in Perspective
- Betting on the Month of May
- Financial planning: special goal funds
- Coronavirus, Stocks, and the Grief Cycle
- Government Control vs Personal Freedom During the Pandemic
- Are Telemedicine and Working from Home Permanent?
- Are the big fund companies really in your corner?
- Debt and Good Coronavirus News
- The foundation: savings and emergency funds
- Personality Types and Investing
- Different Coronavirus Responses by Country and State
- Women, COVID-19, and New Realities!
- Financial Advising and Young People
- Online Meetings
- Lawsuits Against Universities
- Building a plan to achieve your financial ambitions
- Coronavirus Accelerates European Efforts to Block Foreign Takeovers
- The Federal Reserve’s Role in Protecting the Economy
- New Tax Law Changes and RMDs
- Possible Long-Term Effects of Coronavirus
- Why do you need a financial advisor?
- Budgeting and the New Stimulus Package
- Market-Linked CDs and New Required Minimum Distribution Rules
- Coronavirus and Staying Optimistic
- Emergencies, Diversification, and Coronavirus
- Here’s What You Might Expect from a Market Recovery
- What We Can Learn from Past Calamities
- Current Market News and What It Means for You
- Is the Glass Half Empty or Half Full?
- The Market Downturn is Not a Loss—It’s a Sale!
- Too Old for Downturns?
- Our Business Continuity Amidst the Coronavirus
- Investing in Real Estate and More Coronavirus Discussion
- But What if Stocks Never Come Back? – Interview with DelGiorno 3/18
- Stock Prices and the Coronavirus
- Misinformation in the Market
- Why the volatility? It’s not all Coronavirus.
- Market Update: Paul’s Interview with DelGiorno on March 16
- Mistakes to Avoid with IRAs
- Financial Planning for Millennials
- The Paul Winkler, Inc. Story
- Update: Coronavirus and the Market
- Our Women’s Initiative
- Special: Paul’s Interview with Michael DelGiorno on Recent Market Volatility
- What Kind of Life Insurance Is Best for Me?
- Starting the Conversation About Money
- Volatility, timely wisdom from a client
- Women’s Purpose for Money
- Coronavirus and the Case for Epidemics
- Coronavirus and Markets Part 2
- Coronavirus and Markets
- Mistakes with IRAs
- 15 Questions You Should Ask Your Financial Adviser
- Retiring Early
- Communism and Socialism vs. Capitalism
- Are High-Yield Bonds a Good Idea?
- Finance in Marriage
- Deceptions in Marketing and Importance of Diversification
- What Makes Paul Winkler, Inc. Different
- The Price is Right and Education Planning
- 2019 Market Recap
- How the Secure Act Might Affect Your Financial Plan
- Investor Regrets and Qualified Domestic Relations Orders
- Investing Mistakes
- Coaching vs. Planning
- Initial Consultation
- Business Owner Central
- Special Needs Financial Planning
- Take the Investor Quiz
- How the New Tax Laws (January 2020) Might Affect Your Financial Plan
- Twelve Investing Sins to Avoid
- Women and Money—Spousal Inheritance (2 of 2)
- Women and Money—Spousal Inheritance (1 of 2)
- Considerations for ETFs
- A 2019 market recap—how not to be misled in 2020
- Clarifying Your Vision for 2020
- Liability and the Fund Companies
- To Rent or to Buy?
- Revisiting 2019
- Setting Goals for 2020
- SECURE Act
- In the Year 2020
- Political Climate and Investing
- 72 is the New 70.5
- Wal-Mart vs. Amazon
- Have Bonds Outperformed Stocks for the Past 220 Years?
- Women’s Financial Risks and How to Overcome Them
- Is Trump Bad for Business?
- Clarify Your Vision for 2020
- How Expectations Affect Our Investment Success
- News and the Stock Market
- The Government And Diversification
- How People Make Financial Decisions
- The Government and Diversification
- Are Academic Studies Always Good?
- Psychological Reasons for Spending and Saving
- Market Effects of Regulation
- Purpose of Annuities
- Current Political Climate and Investing
- Are Bond Ratings Driven by Politics?
- How to Help Someone Retire Well
- An “Aha!” Moment About Diversification
- Personality and Wealth
- Issues with Socially Responsible Investing
- An “Aha!” Moment About Diversification
- Is a Roth Conversion Right for You?
- Can Mutual Fund Companies Be Too Large?
- Google Search Affecting Markets
- Understanding the Upside of Risk as an Investor
- Fear, Greed, and Investing
- Women’s Financial Issues
- Cancer and Finance
- Investment Adviser Mistakes
- Social Security Case Study
- Dogs and the Stock Market
- Millionaire Study
- Medicare with Jan Whitfield
- Investor Education
- Recent Annuity News – Safe and in Your Best Interest?
- Roth IRA vs Traditional IRA
- Are Things Changing?
- Is There A Bubble In Index Investing?
- Tortoises, Hares, and Computers (and stocks)
- The Market – what’s going on?
- The market – what’s going on?
- Thoughts on Tariff Downturn
- Stock Diversification – Month to Month Returns
- What’s the risk of losing everything?
- Is investing in the stock market gambling?
- WHAT HAPPENS TO ALL OF YOUR PICTURES SAVED ON APPLE PHONES AFTER DEATH?
- Interest Income
- Single Stocks pt. 2
- Record Highs – When to Worry?
- Single Stocks
- Arlene’s 4th of July message 2019
- A Dangerous Temptation Investors Face Now
- Moving Old 401(k)’s
- Income Is The Wrong Goal For Your Investments
- Why Retirees Lack Confidence
- Fee Free Funds
- Is diversification dead – (This even surprised me)
- Using Common Market Indicators To Judge Performance
- Fees: what you don’t know that could hurt you
- Is 10 years enough?
- Target Date Funds – Hidden Risks
- The Cat’s Away – What Would It Mean If The Fiduciary Rule Was “Dead”?
- Women and retirement/ socialism talk
- The key to confidence – Questions that matter
- Market Recovery History
- What are we afraid of?
- YEAR END SPENDING FOR YOUR BUSINESS
- Too Old For Downturns
- A must for reducing stress
- Why Diversification Matters
- 3 Keys To Better Investing
- The Most Common Myth Of Investing
- False Confidence
- A Lesson In Risk
- DOW Dangers
- Market Records and Reality
- Track Record Investing
- Distribution Strategy
- Municipal Bonds
- Investing Lesson From Poker
- Fear Of The Future Or Optimism?
- Longest Bull Market
- Interest Rates And Inflation
- How do I compare returns?
- Bonds: What Role Do They Play In Your Portfolio?
- Do You Sell Online? New Supreme Court Ruling May Affect You
- How Sales And Marketing Drive Investing Decisions
- Target Date Fund Issues
- DO YOUR EMPLOYEES UNDERSTAND HOW TO INVEST PROPERLY IN YOUR 401(k)?
- The Retirement Problem is Real
- Recent Market Volatility
- Fixed Index Annuities
- Dangers of Individual Stocks
- Dangers of Sector Investing
- Dividend Stocks for Income
- Time Horizon Investing
- Asset Class Diversification
- Rebalancing Part 2
- Rebalancing Part 1
- Measuring Risk
- Dollar Cost Averaging
- Know If Your Advisor Is Qualified
- Market Volatility – What’s Normal?
- Market Sell-Offs
- Reasons to Rethink REIT’s
- Why We Don’t Save Enough
- Medically Underwritten Annuities
- It’s Never Too Late to Save
- The Cost of Waiting
- Attractive Nuisances
- Bitcoin and Cryptocurrencies
- Designations – Do They Matter? – 2 Minute Drill
- Why Americans Can’t Save – 2MinuteDrill
- Risk and Taking Income – The Risks of Avoiding Risk
- Do The Wealthy Really Invest This Way?
- Annuity Guarantees – Real or Misleading?
- Target Fund Traps – What You Need To Know
- REITS – What Financial Salespeople Probably Won’t Tell You
- Gambling or Investing
- EQUIFAX SECURITY BREACH – SHOULD I BE CONCERNED?
- Why We Do What We Do and They Don’t
- The Big Bad Business Owner????
- America From a Philippine Perspective – Need an uplift?
- A Popularity Contest to Avoid
- PROPOSED TAX REFORM COULD HELP BUSINESS OWNERS AND WORKERS ALIKE
- Scary Market Downturn History
- Trump Rallies and Selloffs
- Can your business fund your retirement?
- What’s the Number One Cause of Divorce? It’s Money!
- A Costly New Year’s Resolution
- Investor Coaching Show Live November 2016
- Investor Coaching Show Live October 2016
- Investor Coaching Show Live September 2016
- ETF Demand and Our Emotions
- Real Estate – Important Considerations
- Path Act Of 2015 Can Save Small Business Owners Money Upon Sale Of Business
- A Good Exit Strategy Is Worth A Fortune: Selling your business for maximum profit
- Time is of the Essence
- Investor Coaching Show Live August 2016
- Should I sign a confidentiality agreement?
- Debt vs Equity Financing For Your Business
- Business Valuation and Sales – Our Service
- What is the value of a survey in a real estate transaction?
- Investor Coaching Show Live July 2016
- Don’t Kill The Deal
- High Income Deception
- New Market Indicator
- Brexit thoughts
- PATH ACT OF 2015
- Investor Coaching Show Live June 2016
- Flat Markets
- A Better Way
- Investor Coaching Show Live May 2016
- If Goldilocks were an RIA (Registered Investment Advisor)
- Investor Coaching Show Live April 2016
- Investor Coaching Show Live March 2016
- Investor Coaching Show Live February 2016
- The Sky is Falling
- Investor Coaching Show Live January 2016
- Investor Coaching Show Live December 2015
- Investor Coaching Show Live November 2015
- Investor Coaching Show Live October 2015
- Investor Coaching Show Live August 2015
- Annuities and FINRA Investor Alerts – Ignore them at your own risk
- Investor Coaching Show Live July 2015
- Notes on the Greek Debt Crisis
- Dividend Stocks and Retirement Income
- Investor Coaching Show Live May 2015/ Valuations/PE/Int’l
- Investor Coaching Show Live April 2015/ Indexing Issues/US vs. Int’l
- Investor Coaching Show Live March 2015/ Robo-Advisers/ETF Troubles
- Investor Coaching Show Live February 2015/ 5-star Curse
- Investor Coaching Show Live January 2015/ Inflation/Risk/GDP vs. Stocks/2014 Returns
- A Sure Path to Investing Failure and Tips on How to Protect Yourself
- My Big Fear
- Market Highs
- Investor Coaching Show Live December 2014/ IRAs/Tax Investing/Expert Economists
- The Illogical Indexed Annuity Pitch
- Investor Coaching Show Live November 2014/ Economic Growth and Stocks/Total Market Funds/Money and Happiness
- Investor Coaching Show Live October 2014/ Wealth Secrets/Guarantees Are Too Risky
- Market Gyration Commentary
- Market Gyration Commentary for October 2014
- “The Market” is Outperforming Diversification – What’s Going On?
- 7% Guarantee – Is it real?
- Dow “Plunge”
- Investor Coaching Show Live September 2014/ History of Retirement/Tax Planning
- Stocks and Terrorism
- Investor Coaching Show Live August 2014/ Indexing Costs/Twilight Zone Gold
- Insurance Giant Has a Record Quarter – Should We Cheer?
- Historic Market Movements
- International Investing – Why Bother?
- Is There a Double Standard in the Investment World Regarding Risk?
- Investor Coaching TV – Episode #1
- The Rise of Robots
- Identity Theft – Protecting Yourself
- Is the Stock Market Rigged? CBS Special
- Online Trading Riches
- Scary Depression Parallel
- Financial Calamity 2014
- Stock Market Headlines and the Coming Year
- Market Bubble Talk
- Channel 5: A Story About “Stringbean” and a Lesson On Investing
- Alan Greenspan Gets Schooling in Human Behavior
- The Washington/Wall Street Connection
- Stock Volatility, Media Motives, and Grounding Principles
- Annuity With a 7% guarantee – Now hear the rest of the story
- The Next Downturn – Part 2
- The Next Downturn
- Is Today’s Stock Market Overvalued?
- An Easier Way To Invest?
- Why Investors Should Never Swear Off Stocks
- The Trouble with Self-Preservation
- Central Bank Led Collapse?
- June 22nd, 2013 – This week in markets
- Are you Gambling or Investing?
- Are Utility Stocks and Dividend Paying Companies Good for Income?
- Securities lending revenue – Is your fund keeping something from you?
- What is Investing? (Thoughts on protecting your investments)
- Commodities Investing
- Benchmarking: How to Measure Performance
- The Recovery in 2011
- Hidden Diversification in Funds of Funds
- Why Investing Predictions Don’t Work
- Does Past Performance Mean Future Results?
- Should I buy GM Stock?
- QE2 on NewsChannel5
- What you need to know about Indexed Annuities
- Hindenburg Omen Part II
- Know Your Portfolio’s Time Horizon
- How to check up on your fund manager
- The Hindenburg Omen
- What We Do
- The Things You Can Make Data Say
- Individual Stocks might be Riskier than You Think
- Is Buy and Hold Dead?
- The Search for Higher Interest Rates
- Does a Good (or bad) Economy Mean There Will Be a Good (or bad) Stock Market?
- Does Past Performance Ever Matter?
- An Economist’s Prediction on Central Banks
- China the Euro and Your Investments
- Germany’s Ban On Shorts – Should We Care?
- Market Update: May 2010
- Did the Stimulus Work?
- Losing Everything in the Stock Market
- Will Boomers Retiring Crash the Market?
- Indexed Annuity Basics
- Variable Annuity Basics
- Fixed Annuity Basics
- Investing: Stocks vs. Gold
- Government Bond Downgrades and Stocks