It’s easy for older investors to have anxiety around their investments because they feel like they have more to lose. Today, Paul and Arlene talk about specific clients who were stuck in the wrong products at the wrong time because they wanted their money to be safe. Listen along to hear what these products were and why they weren’t giving them the safety they desperately wanted. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
“Just Do These 5 things”: A Product Pitch Disguised as an Educational Article
November 20, 2024
Today, Paul brings an article that says, “If you’ve made these five money moves, you will likely have enough money in retirement.”