It is becoming increasingly popular for financial planners to use the promise of a tax-free retirement as a way to attract clients. Today, Paul exposes this as a marketing tactic and tries to offer some insight into the U.S. tax system and tax diversification. Listen along to hear how financial plans get pulled in the wrong direction when avoiding taxes is your primary concern.

Later in the episode, Paul talks about the potential applications of AI in the world of medicine and how unexpected advances in technology spark incredible changes in the cost of doing business that move the world forward.

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 reflects on the 20-year history of “The Investor Coaching Show” and the problems with the investing industry that led to the show’s creation. Unfortunately, the industry hasn’t changed much over the last few decades, and investors still need help to avoid product sales pitches and questionable investing strategies.

Later in the episode, Paul covers the impact of Trump’s Meme Coin on Bitcoin and why Bitcoin is more likely to fade into obscurity, similar to AOL, than to deliver on its promises of wealth for everyday investors.

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 talks about CNBC’s coverage of the final day of trading during the Biden administration. Luckily, their take on the situation happens to confirm the academic research on politics, policy, and the stock market. Listen along to hear which companies were up over the last four years and what it proves about investing and politics.

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