It feels safe to be doing what everyone is doing. Your friends purchased a stock, and now it piques your interest, or a co-worker tells you how he updated his 401(k) allocation and you start looking at yours again. Today, Paul breaks down some market trends to help investors tell the difference between going with the flow and staying on course. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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Latest episodes
Understanding how to navigate your estate with your children can be an emotional situation. You have to take into account sensitive issues like mental disability, personality, or stage of life. In today’s episode, Paul and Dr. Robert Pautienus, an estate attorney, talk about some of the options you have to ensure your family will be taken care of and why it’s important to meet with a professional when creating a will.
If you want to reach out to Robert with any questions, you can reach him at fedlislawfirm.com or call 615-370-3010.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Some people create a will earlier in life and never look at it again. In today’s episode, Paul and estate attorney, Robert Pautienus, talk about why you need to refresh your will to make it reflect your current situation, as well as how to understand what the beneficiaries will actually receive. Listen along to learn some details about choosing an executor and planning your estate for multiple generations.
If you want to reach out to Robert with any questions, you can reach him at fedlislawfirm.com or call 615-370-3010.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Do you know what would happen to your estate if you weren’t here tomorrow? Today on the show, Paul invites Robert Pautienus, an estate attorney, to explain everything you need to know about what would happen to your estate if you’re single, married, or married with children. Listen along to understand some basics of estate planning and how easy it is to make a plan for your future.
If you want to reach out to Robert with any questions, you can reach him at fedlislawfirm.com or call 615-370-3010.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
We’re coming up to the end of a wild year and it is time to look at executing some tax strategies before December 31st. With all the changes this year, you might have had a change in your income or the deductions you can make. Today, Paul and Evan walk through some things that are different about tax planning this year than a normal year. 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 future is full of opportunities. Do you want that new smartphone or to put a down payment on your first home? There is a way you can have the freedom to spend in the future. Paul and Jim talk about saving and starting now. Saving isn’t only for retiring or preparing for hard times. It also helps you have the skills you need to start relaxing about money. 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 hear this a lot from us, but it is always better to learn from someone else’s mistakes. It might even surprise you that financial planners can make mistakes too. On today’s show, Paul and Anne talk about some of her early investment mistakes and some expert advice she has for people on their investment journey. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Are you or your children in their first job or entirely new to investing? Today, Paul and his team talk about their first jobs, what they did right, what they regret and some things you can do right now to relax about money. Listen along to gain some perspective about how you can get your money working for you. 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 an article that states you should have six times your income saved by age 50. How many people have actually done that? Paul breaks down that it might not be the amount you’ve saved by age 50 that’s important, but the habits you have formed and the traps you avoid that will give you assurance towards retirement. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Why do investors get poor results? It’s almost always because people believe one of these investment myths. Today, Paul and Jim revisit the myths of investing to talk about why market timing does not work. Between March and May of 2020, so many investors pulled their money out and lost. Listen along to hear about how market timing is actually much more complex and might be happening in some of the investments you hold. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.