With more and more major retailers making their way into the retail investment craze, it’s important to realize that investing is becoming more and more like gambling every day. Paul and Evan talk about an article that describes how sports bettors are getting pulled into the investing world and have the ego to believe that investments are easier to bet on than sports. Listen along as the two advisors break down how profitable this is for these companies and why this cultural shift around investing will create a lot of financial hurt moving forward.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Paul and Evan share an insider's look at a recent conference they attended and get into a great conversation about how evidence-based investing protects their clients from risk. They address a common problem that sucks people into working with large investment firms: The firms sound like they are evidence-based, but they are really engaging in market timing. Listen along as these two advisors talk about how these companies use terms like "rebalancing" and how their performance data doesn’t actually have anything to do with the quality of their investments.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Paul and Evan begin by discussing an opportunity Paul had to invite the band Essex County to the office this week. Paul shares how assisting others with their business and financial needs can create valuable connections and opportunities to appreciate individual talents and passions. Then, Paul and Evan pivot to talking about a rough month for large U.S. companies as tariffs have changed the game for many companies, causing undiversified investors to lose trillions of dollars. Listen along as these advisors talk about why being properly diversified between international and U.S. companies should always be a priority.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Today, Paul talks about a dropped lawsuit that the SEC filed against Robinhood and walks through a shameless plug that touts Robinhood's superior “engineering” and “offerings.” Paul wants investors to not fall for companies like this that seem advanced and new. The truth is Robinhood is successful because it’s good at selling investments to people, not because investors are becoming successful on their platform. Listen along as Paul outlines the risks and problems with trading companies like these. 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

What moves the market? It’s unpredictable events and information, much like the tense meeting between Trump and Zelensky in the Oval Office last week. Today, Paul talks about some of the psychological aspects of those meetings and why news events like these leave both sides more entrenched in their beliefs than before through something called confirmation bias. Listen along as Paul tries to bring some perspective to an emotionally charged event and explains why any number of unexpected events could come along, shaking up markets and completely ruining market timers’ plans. 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

It's easy to help investors who have been hurt and are unsure what to do next but don’t want to blindly trust the investment industry any longer. It’s much more difficult to help someone who is living in their own little investment paradise, watching their portfolio go up, and not realizing that they are much closer to disaster than they realize. Today, Paul talks about how you can train yourself to look inside your portfolio to see if you have investments that can weather the storm or if you’re actually pretty close to getting stranded on your financial island paradise. 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Today, Paul talks about how mainstream investing philosophies push all investors into fear around money. It all revolves around the idea that your effort and knowledge of markets can give you a competitive edge and lead to better outcomes. This belief leads to constantly tracking news and markets and never truly being able to relax about money. Listen along as Paul shares why this method doesn’t work and how it’s even made its way into schools, financial institutions, and news organizations. Later in the episode, Paul shares why success and returns can actually harm investors and make it harder for them to get out of risky situations.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

You work hard for your money. So shouldn’t you be entitled to keep some of it? Today, Paul talks about saving as a habit and a mindset around respecting the work you do and the money you earn. Listen along as Paul explains how you can practice saving at any amount and what you can do with the money to keep yourself from dipping into it because you have easy access to it. Later in the episode, Paul shares an interview where an annuity salesperson convinced investors to substitute bonds in the portfolio for fixed-index annuities and why investors should run, not walk, away from people who offer investment “hacks” like this.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

The biggest fear of investors is running out of money during retirement. Imagine this: You've been retired for years, the market is down, and you can't go back to work. Suddenly, a salesperson appears, offering a "safe" investment. In this episode, Paul explains why products like CDs and annuities can actually increase the risk of you outliving your money and why you shouldn’t believe you’re too old to survive another market downturn.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Today, Paul and Charles Alexander continue their conversation about having purpose in a world that loves to be busy. Listen along to hear a long-time business owner and a business coach talk about how to discover what is most effective about your business and give some practical tips to see if you’re spending time on the things that matter most.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.