How Retirement Income Really Works

Learn how to take income, manage risk, and avoid the costly mistakes many retirees make.

3 Benefits

  • How to measure and manage risk the right way
  • Common perception errors that lead investors astray
  • Why your investment structure matters

Description

Learn how to take income, manage risk, and avoid the costly mistakes many retirees make.

You’ve worked hard to build your retirement savings. Now comes the part that often causes the most confusion—how to take income without running out of money.

In this workshop, we break down the academic principles behind sustainable retirement income. You’ll see how to measure risk the right way, avoid emotional mistakes, and create a plan that gives you confidence.

Speakers:

Paul Winkler

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Paul is the President and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee. Paul began his career in the financial services industry in 1989 through—like countless others—insurance and mutual fund sales.

After discovering the academic research on investing, he was compelled to start his own business. “With my new understanding of investing, I could no longer, in good conscience, work for the broker-dealer selling products. I wanted to offer clients an investing experience unlike what they would find elsewhere, where they wouldn’t feel sold to, but instead would be coached to understand investing.”

Paul’s differentiated approach to the world of investing and financial planning stems from his strong belief that the traditional approach to the discipline is often driven more by marketing and sales of financial products than it is by sound investment philosophies. Paul is the author of the book “Above the Maddening Crowd” which is endorsed by many financial teachers and university professors around the country.

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.