Skip to content

Client Resources

  • About Us
    • About Us
    • Our Approach
    • Contact Us
    • FAQ
  • Resources
    • Free Resources
    • Books
  • Content
  • Webinars
  • About Us
    • About Us
    • Our Approach
    • Contact Us
    • FAQ
  • Resources
    • Free Resources
    • Books
  • Content
  • Webinars
Schedule a Call
$0.00 0 Cart

financial planning

Debunking Common Myths That Hurt Your Retirement

November 16, 2023

Retirement is very different than it was 30 years ago when most employees had

Speaker of the House Addresses Social Security and Medicare Changes

November 10, 2023

In the ongoing struggle to address concerns around the full-funding of Social Security and

A Growing Number of Men Are Stepping Up to Take Care of Aging Parents

November 6, 2023

Last week, Evan ran into a counselor who specializes in helping adults navigate care

Financial Planning for Divorce: Part 2

November 3, 2023

Divorce can be painful and complicated. There are different ways to handle settlement, and

Financial Planning for Divorce: Part 1

November 2, 2023

Divorce can be painful and complicated. There are different ways to handle settlement, and

What We Can Learn From 8% Mortgage Interest Rates

October 30, 2023

With mortgage rates at 8% for 30 year loans, an average priced home now

How Do You Plan for a Retirement That Is 50 Years Long?

October 25, 2023

Studies show that people are living longer as access to healthcare, food options, and

Can You Invest $100 per Month and Retire Wealthy?

October 20, 2023

There are all kinds of claims floating around the internet that say things like,

Major Fund Provider Wants You to Know You Probably Can’t Retire

October 16, 2023

Paul found an article from Vanguard talking about the seven places you’ll likely need

Almost Half of Investors Make Up Their Retirement Goal

October 9, 2023

Today, Anne brings a study that shows 40% of 401(k) participants just make up

We Live in a Culture of Hurry and Anxiety. You Have to Learn How to Tune Some of it Out.

September 25, 2023

Paul opens the episode talking about a book he’s reading called “The Ruthless Elimination

Managing Your Finances 101: How to Make a Plan and Follow Through (Part 2)

September 13, 2023

It’s easy to get overwhelmed about your expenses and your income and start to

Page1 Page2 Page3 Page4 Page5

Sort by Type

Blogs
Podcasts
Videos

All

Sort by Topics

  • Investing
  • money in your 30s
  • bonds
  • estate planning
  • saving money
  • psychology of investing
  • about paul winkler inc
  • market news
  • Retirement
  • OpenLine
  • Business
  • Financial Traps
  • stocks
  • Tariffs
  • annuities
  • 401K
  • Women
  • news
  • financial planning
  • tax planning
  • downturns
  • Investor Coach TV
  • the market

For more information about what we do, schedule a 15-minute chat with an advisor.

Schedule a Call

PWI

About

Contact Us

All Locations

MEDIA

Blog

Videos

Audio

CLIENT SERVICE

Client Resources

Become a Client

Connect

Facebook-f Twitter Youtube
Schedule a Call
PHONE : 615-851-1950 (main office)
Fax : 615-851-4597
Email : contact@paulwinkler.com
Main Office : 3050 Business park Circle Suite 503 | Goodlettsville, tn 37072
See our other locations
Copyright 2019-2028 Paul Winkler, Inc. All Right Reserved
The contact of this website is protected by application copyright laws. No permissionis granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos.

Advisory services offered through Paul Winkler, Inc., an SEC Registered Investment Advisor. Paul Winkler, Inc. does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler, Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.

Disclosure links:

Broker Check

Form CRS

Privacy Policy

Form ADV Part 2A