Qualified Charitable Distributions
October 7, 2025
In this video, Paul Winkler explains how Qualified Charitable Distributions (QCDs) work and
Will your RMD make you run out of money?
March 19, 2025
Are you relying on CDs for your retirement savings? That could be a big
Here’s How to Vet a Continuing Care Facility
July 1, 2024
Considering selling your home to find a situation that better meets your needs in
Insurance Risk: Another Reason Real Estate Isn’t All It’s Cracked Up to Be
June 28, 2024
Most investors who are trying to figure out what to do with their savings
A Sneaky Annuity Sales Pitch and a Chat About Roth Conversions
April 25, 2024
Today, Paul, Evan, and Ira talk about how frustrating it is that the average
Social Security Education Without the Sales Pitch
April 24, 2024
Today, Paul talks about his most recent webinar on Social Security and why it’s
Tax Planning Through The Four Phases of Retirement (Part 2)
March 28, 2024
How much you save for retirement is important, but what’s more important is how
Tax Planning Through the Four Phases of Retirement (Part 1)
March 27, 2024
How much you save for retirement is important, but what’s just as important is
What Happens When a Financial Decision Comes Before a Moral Decision
March 26, 2024
Evan brings a column from MoneyWatch that talks about what happens when people get
After 2020, Americans Want a Different Kind of Retirement
March 25, 2024
A survey shows that most Americans don’t see retirement as a time to kick
The Industry Is Profiting From Young Investors Who Want To Make a Difference
March 22, 2024
Jim at the Goodlettsville office sent Paul a summit for younger investors held by