Financial Questions Everyone Has: The Life Insurance Retirement Trap
June 1, 2026
What happens when a life insurance policy is sold as a retirement investment strategy? In this episode, we discuss “The Life Insurance
- Published
- Updated
- November 15, 2021
- 4:44 pm
Is Your Rudder Causing You to Shipwreck Your Investments?
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People often make changes in their portfolios for the wrong reasons. In this video, I explain why people often make changes, how to avoid changing at the wrong time, and how to know when it’s the right time to make a change.
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February 16, 2022
Preparing for retirement involves analyzing your assets, income, and expenses, but it also includes knowing your risks and knowing how to relax.
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Paul Winkler and Joan Jones Discuss “Trump IRAs” and Saving for Retirement
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New retirement savings proposals are generating national attention — but beneath the headlines is a much bigger conversation about investor behavior,
Investing Basics Many People Miss – OpenLine January 2026
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On this episode of News Channel 5’s OpenLine, Paul discusses the behavioral and educational challenges that often prevent people from saving and