Clarifying Your Vision for 2020
January 20, 2020
Women’s Financial Risks and How to Overcome Them
January 7, 2020
Welcome to our new Women and Wealth blog! Arlene Brown and I are going
Clarify Your Vision for 2020
December 27, 2019
I think about goals like driving down a road. I have milestones I want
Is a Roth Conversion Right for You?
November 23, 2019
A Roth conversion can potentially save you thousands of dollars in taxes, but it’s not right for everyone. In this blog, I cover the basics of Roth conversions and how they can be used in financial planning,
Women’s Financial Issues
November 15, 2019
Paul Winkler, Anne Sawasky, and Arlene Brown talk about women’s issues in social security, financial literacy, and other general financial issues for both men and women.
Roth IRA vs Traditional IRA
September 26, 2019
Fees: what you don’t know that could hurt you
February 25, 2019
Women and retirement/ socialism talk
January 31, 2019
1/26/2019 hour 1 Paul Winkler on The Investor Coaching Show, talking about the world of money and investing. In this episode
The key to confidence – Questions that matter
January 17, 2019
What are we afraid of?
January 11, 2019
Distribution Strategy
September 17, 2018