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Qualified Charitable Distributions

October 7, 2025

In this video, Paul Winkler explains how Qualified Charitable Distributions (QCDs) work and

Paul Reacts: How To Sell An Annuity In 10 Minutes How To Sell an Annuity in 10 Minutes

October 1, 2025

Annuities are still one of the most dangerous financial products when it comes to

The Investment Advisor Trap: Why Big Firms and Fiduciaries Aren’t Always Safe

September 22, 2025

Many investors assume that hiring a big investment firm—or even a fiduciary—guarantees their

America’s Federal Bank Stays Independent/Social Security Penalty for Early Retirement

September 10, 2025

Today, Paul and Evan talk about the Federal Reserve remaining neutral amidst Trump’s rhetoric

Boredom: An Overlooked Ingredient to Financial Success

September 3, 2025

In this episode, Paul explores an often-overlooked factor in achieving financial success: boredom. He

Avoiding Retirement Mistakes: Diversification, RMDs, and Annuities – Paul on News Channel 5’s OpenLine August 2025

August 28, 2025

Paul Winkler joins NewsChannel 5’s OpenLine to discuss strategies for building and protecting

How To Keep Your Legacy From Becoming a Headache: An Interview With Attorney Parker Brown

August 27, 2025

Today, Paul invites attorney Parker Brown onto the show to talk about wills, trusts,

Why Is Vanguard Trying To Sell Bond Funds to Young Investors? Paul Calls Out This Weird Commercial

August 20, 2025

Paul brings in a commercial showing trendy young investors working with their flashy

The Market Is Still the Right Place To Be. Anyone Saying Otherwise Is Selling.

August 6, 2025

Today, Paul talks about some of the most common advertising techniques people use to

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