Searching your symptoms online can be a frightening experience, often leading you to seek professional medical advice. Similarly, Paul Winkler and Evan Barnard discuss how investors can be misled by unreliable or biased information online, resulting in a misdiagnosis of their financial situation. Listen along to hear these investors talk about how the internet as a whole paints a skewed picture of markets and how AI is making it even more difficult for investors to navigate.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

In the world of investing, there are multiple ways to engage in the trap of market timing. Today, Paul and Evan talk about how flexible markets and capitalism can be and then segue into a conversation about why trying to pay all of your taxes now, when your income is higher, can make a “tax-free” retirement more expensive in the long run. Listen along to hear why these kinds of ideas are more about advisors trying to get new clients than they are about you reaching your income goals in retirement.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Companies have spent countless amounts of money convincing investors that investing is getting out before the market goes down and picking the companies that are going to have the best returns. Paul and Evan share that the financial industry can be such a hard place to navigate because investors have been trained to believe that advisors and fund companies can give them something that doesn’t exist. Listen along as these advisors explain that the alternative to the messages in these marketing campaigns is an academic approach backed by a century of data and Nobel Prize-winning strategies.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Today, Paul and Evan offer a wider perspective on market crashes and address an almost ubiquitous phrase from people worried about markets: “I know markets have rebounded, but this time it’s different.” Listen along as these two advisors talk about what we can learn from the full century of data available on market crashes and why, even though the specific events we live through today have never occurred, the market has experienced similar conditions through the chaos of the last 100 years.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Today, Paul and Evan talk about two different financial topics that are not what they seem. After DOGE chose to make some changes to social security offices and policy, pundits declared that the program is in trouble and Americans should be scared. After gold had some better returns in the short term, pundits declared that tariffs are killing the U.S. Dollar and that gold is on the rise. Listen along to hear why neither of these stories is what they seem and why confident investors tune out the 24/7 financial news outlets.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Today, Paul explains that many people don’t want to do their homework before hiring a financial advisor. We love to trust word of mouth, or worse, the marketing materials of an advisory firm. Paul reminds investors that you don’t buy a car without doing some research or a home without having a proper inspection. The financial consequences of going 30 years of saving and investing without vetting your advisor can be dire. Listen along as Paul shares how to do the research and end up with the right planner.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Paul shares three examples of conversations where clients were operating with some old information about their financial situation and were looking for advice. In those situations, you can either tell clients what you think they should do or empower them to learn about finances and make a decision that feels best for them. Listen along as Paul shares some common misconceptions investors face and why you want an advisor who teaches you how to think through your own decisions.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

When you work with a financial advisor, you are hiring someone to work for you and you should expect them to be qualified. Today, Paul asks: Do you know what financial advisors are supposed to be doing? And do you know how to vet an advisor to make sure they are the right fit? Listen along as Paul answers both of the questions and addresses things to be on the lookout for when you search for a good advisor.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.