Financial Questions Everyone Has: The Science Behind Better Returns
June 19, 2026
Most investors understand the importance of diversification, but few understand the science behind it.
Financial Questions Everyone Has: The Life Insurance Retirement Trap
June 5, 2026
What happens when a life insurance policy is sold as a retirement investment strategy?
Qualified Charitable Distributions
October 7, 2025
In this video, Paul Winkler explains how Qualified Charitable Distributions (QCDs) work and
What Happens if the Social Security Trust Fund Runs Out?
July 28, 2025
Today, Paul talks about how the new Big Beautiful Bill Act is causing a
2025 Social Security Webinar
June 2, 2025
Social Security is a complex topic and can be confusing to navigate. Today’s episode
60/40 Portfolios: A Historically Good Income Solution for Diversified Investors
May 26, 2025
Inflation is pushing the value of the dollar down, but markets can be volatile,
Will your RMD make you run out of money?
March 19, 2025
Are you relying on CDs for your retirement savings? That could be a big
Here’s How to Vet a Continuing Care Facility
July 1, 2024
Considering selling your home to find a situation that better meets your needs in
Social Security Education Without the Sales Pitch
April 24, 2024
Today, Paul talks about his most recent webinar on Social Security and why it’s
After 2020, Americans Want a Different Kind of Retirement
March 25, 2024
A survey shows that most Americans don’t see retirement as a time to kick
Debunking Common Myths That Hurt Your Retirement
November 16, 2023
Retirement is very different than it was 30 years ago when most employees had