SECURE Act 2.0: What You Need to Know (Part 2)
January 11, 2023
In this two-part episode, Paul, Ira, and Anne spend an hour updating investors on
SECURE Act 2.0: What You Need to Know (Part 1)
January 10, 2023
In this two-part episode, Paul, Ira, and Anne spend an hour updating investors on
Investing Basics: Choosing 401(k) Funds
December 28, 2022
Paul and Ira talk about what they do when 401(k) plans don’t offer any
Is the American Dream Dead?
December 19, 2022
The world is full of negativity, which can wear you down and distract you
Shared Assets Create Happier Marriages
December 15, 2022
Earlier this month, Paul talked about how married couples accumulate more wealth than unmarried
You Need More Than a Fiduciary
December 14, 2022
https://youtu.be/AuHFY1Q2aV4 Have you seen an advisor or an advisory firm that is working
False Fraud Claims Hurt the Credit Score System
December 8, 2022
Paul brings a WSJ article that shares how a change to flag fraudulent accounts
Good News: Aging Can Bring Less Stress
December 7, 2022
Worried about the future? Paul shares a Market Watch article called, “Why Many Older
Getting Married Closer to Retirement Age
November 24, 2022
The conversations around finances and marriage are different for those getting married closer to
Paul Winkler on Identity Theft
November 4, 2022
Today, Paul addresses a listener who wants to know if it’s a good idea
The Center for Human Flourishing with Jeremy Height (Part 2)
October 31, 2022
Paul encourages everyone to have a giving plan for their income, but how do
The Center for Human Flourishing with Jeremy Height (Part 1)
October 28, 2022
Paul encourages everyone to have a giving plan for their income, but how do