Annuity companies like to claim that their products are a perfect fit for people who are worried about taking a steady income in retirement. The problem they don’t mention is what happens when you annuitize over a long period of time and there is any meaningful inflation. Today, Paul and Jim critique an ad with one of the most frustrating claims in the industry: that annuities are guaranteed income and “built for the future.” Listen along as these advisors explain the difference between the advertising and the reality of these high-commission products and why you should never take the claims in an annuity ad at face value. 
 
Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at <a href='http://paulwinkler.com/relax'>paulwinkler.com/relax</a> and take the stress out of planning your retirement.
 
This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Annuity companies like to claim that their products are a perfect fit for people who are worried about taking a steady income in retirement. The problem they don’t mention is what happens when you annuitize over a long period of time and there is any meaningful inflation. Today, Paul and Jim critique an ad with one of the most frustrating claims in the industry: that annuities are guaranteed income and “built for the future.” Listen along as these advisors explain the difference between the advertising and the reality of these high-commission products and why you should never take the claims in an annuity ad at face value. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Annuity companies like to claim that their products are a perfect fit for people who are worried about taking a steady income in retirement. The problem they don’t mention is what happens when you annuitize over a long period of time and there is any meaningful inflation. Today, Paul and Jim critique an ad with one of the most frustrating claims in the industry: that annuities are guaranteed income and “built for the future.” Listen along as these advisors explain the difference between the advertising and the reality of these high-commission products and why you should never take the claims in an annuity ad at face value.&nbsp;
&nbsp;
Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at <a href="http://paulwinkler.com/relax" rel="noopener noreferrer">paulwinkler.com/relax</a> and take the stress out of planning your retirement.
&nbsp;
This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.&nbsp;

This Annuity Claims To Be “Built for the Future”

Today, Paul and Jim talk about some of the most common investment hacks that distract you from what really matters and make it easier to sell you products. Listen along as these two advisors dive into tax and investment strategies that claim to make a difference in your portfolio, and where the real difference lies.
 
Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at <a href='http://paulwinkler.com/relax'>paulwinkler.com/relax</a> and take the stress out of planning your retirement.
 
This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Today, Paul and Jim talk about some of the most common investment hacks that distract you from what really matters and make it easier to sell you products. Listen along as these two advisors dive into tax and investment strategies that claim to make a difference in your portfolio, and where the real difference lies. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Today, Paul and Jim talk about some of the most common investment hacks that distract you from what really matters and make it easier to sell you products. Listen along as these two advisors dive into tax and investment strategies that claim to make a difference in your portfolio, and where the real difference lies.
&nbsp;
Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at <a href="http://paulwinkler.com/relax" rel="noopener noreferrer">paulwinkler.com/relax</a> and take the stress out of planning your retirement.
&nbsp;
This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

These Investment Hacks Miss the Most Important Point

Many investors believe investing means choosing the right management company and letting industry experts build funds that contain the investments of the future. Today, Paul and Jim want you to see that the industry has planted this belief as a marketing pitch. Listen along as these two advisors explain the fundamental principles behind a growing portfolio so that you can ditch the idea that you need a company's experts and become a more confident investor. 
 
Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at <a href='http://paulwinkler.com/relax'>paulwinkler.com/relax</a> and take the stress out of planning your retirement.
 
This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Many investors believe investing means choosing the right management company and letting industry experts build funds that contain the investments of the future. Today, Paul and Jim want you to see that the industry has planted this belief as a marketing pitch. Listen along as these two advisors explain the fundamental principles behind a growing portfolio so that you can ditch the idea that you need a company's experts and become a more confident investor. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Many investors believe investing means choosing the right management company and letting industry experts build funds that contain the investments of the future. Today, Paul and Jim want you to see that the industry has planted this belief as a marketing pitch. Listen along as these two advisors explain the fundamental principles behind a growing portfolio so that you can ditch the idea that you need a company's experts and become a more confident investor.&nbsp;
&nbsp;
Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at <a href="http://paulwinkler.com/relax" rel="noopener noreferrer">paulwinkler.com/relax</a> and take the stress out of planning your retirement.
&nbsp;
This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

This Common Marketing Pitch Trips Up Too Many Investors

Today, Paul and Jim discuss the purpose of “The Investor Coaching Show” and why some fund companies have realized they’ll make more money and have “happier” clients if they offer investors five-star ratings, high short-term past performance, and big household names. Listen along as both advisors talk about an industry where both sides get caught up in emotional investing, “expertise” and status, and shortcuts over long-term success. Paul and Jim help you cut through these investment traps so that you can unplug from the hype and become a more confident investor.
 
Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at <a href='http://paulwinkler.com/relax'>paulwinkler.com/relax</a> and take the stress out of planning your retirement.
 
This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Today, Paul and Jim discuss the purpose of “The Investor Coaching Show” and why some fund companies have realized they’ll make more money and have “happier” clients if they offer investors five-star ratings, high short-term past performance, and big household names. Listen along as both advisors talk about an industry where both sides get caught up in emotional investing, “expertise” and status, and shortcuts over long-term success. Paul and Jim help you cut through these investment traps so that you can unplug from the hype and become a more confident investor. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Today, Paul and Jim discuss the purpose of “The Investor Coaching Show” and why some fund companies have realized they’ll make more money and have “happier” clients if they offer investors five-star ratings, high short-term past performance, and big household names. Listen along as both advisors talk about an industry where both sides get caught up in emotional investing, “expertise” and status, and shortcuts over long-term success. Paul and Jim help you cut through these investment traps so that you can unplug from the hype and become a more confident investor.
&nbsp;
Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at <a href="http://paulwinkler.com/relax" rel="noopener noreferrer">paulwinkler.com/relax</a> and take the stress out of planning your retirement.
&nbsp;
This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.&nbsp;

Investment Shortcuts Are Appealing. Here's What Investors Should Consider.

The turnover ratio in your portfolio is there to show you how much the holdings have changed over the last year. Today, Paul talks about market timing and why having a high turnover ratio is the easiest way to see if your advisor or manager is actively managing your retirement savings. Listen along to hear how prevalent market timing is and how confident investors check in to make sure they are truly building and holding on to investments in the long-term.
 
Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at <a href='http://paulwinkler.com/relax'>paulwinkler.com/relax</a> and take the stress out of planning your retirement.
 
This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

The turnover ratio in your portfolio is there to show you how much the holdings have changed over the last year. Today, Paul talks about market timing and why having a high turnover ratio is the easiest way to see if your advisor or manager is actively managing your retirement savings. Listen along to hear how prevalent market timing is and how confident investors check in to make sure they are truly building and holding on to investments in the long-term. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

The turnover ratio in your portfolio is there to show you how much the holdings have changed over the last year. Today, Paul talks about market timing and why having a high turnover ratio is the easiest way to see if your advisor or manager is actively managing your retirement savings. Listen along to hear how prevalent market timing is and how confident investors check in to make sure they are truly building and holding on to investments in the long-term.
&nbsp;
Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at <a href="http://paulwinkler.com/relax" rel="noopener noreferrer">paulwinkler.com/relax</a> and take the stress out of planning your retirement.
&nbsp;
This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.&nbsp;

Turnover Ratio Is a Hidden Measure for Market Timing

9/14/2019 Hour 3 Diversification and the market with Jim

Diversification and the Market with Jim

9/7/2019 Hour 1 State protections, time horizons, most important factor, insurers interest and currency, religious funds

State Protections

9/7/2019 Hour 2 Social security and millenials, risk tolerance and junk bonds, clueless advisers

Social Security and Millenials

Ladies and Divorce

8/31/2019 Hour 3 Social security benefit strategies, registered investment advisers and annuity sales, annuity riders, financial planning degrees

Social Security Benefit Strategies

8/31/2019 Hour 2 Investor’s dilemma, index bubble, invested yield curve and low stocks?

Index Bubble

9/21/2019 Hour 1 Millenial retirement plans, money markets, we work, and IPO talk

Millenial Retirement Plans

9/21/2019 Hour 2 Young people want education – will it help, S&P struggle, Uber/Lyft California mess, fiduciary/municipal bonds

9/21/2019 Hour 2 Young people want education – will it help, S&amp;P struggle, Uber/Lyft California mess, fiduciary/municipal bonds

Young People Want Education – Will it Help?

9/21/2019 Hour 3 Broker qualifications, annuities, regulations, form ADV

Securities Industry with Douglas Schulz

9/14/2019 Hour 1 Broker qualifications, annuities, regulations, form ADV

Securities Industry with Douglas Schulz Part 1

A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.

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