How do you know if you have a good financial planner? Today, Paul and his team explain the ins and outs of working with a financial planner. Listen along to hear about products and practices you should avoid, common myths about what happens to your money, and the cost of not seeking financial advice and trying to do it on your own. 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.”