Paul Winkler, Inc.

06/08/2026

From SpaceX to OpenAI, IPOs are dominating the news cycle right now.

Paul and Evan share why IPOs look so exciting and how they entice investors to invest emotionally because they appeal to your desire to avoid missing out on the companies and technology of the future.

Listen along as these two advisors explain why IPOs like SpaceX and OpenAI sound like incredible investments and reveal the realities of IPOs that don’t get shared by financial media outlets.

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06/06/2026

06/05/2026

Paul and Evan continue their conversation about getting educated and understanding how to be a confident investor in retirement.

Listen along as these two advisors discuss whether or not to put your money in a Roth or traditional IRA and explain some of the rules around taking an income in retirement that maximizes the money that you worked so hard to earn in your earning years.

Later in the episode, Paul brings an article that claims you should always have 90% of your portfolio in equities and explains why the industry is so bad at understanding the purpose of bonds.

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06/05/2026

Indexed universal life policies are often pitched as an investment that goes up with the market but never goes down with it. How can this work, and what’s the catch?

Watch the conversation to hear the full story in the linked video.

06/04/2026

Paul watched a video from another advisor in which he attempts to condense 30 years of investing lessons into 20 minutes.

Getting educated is important, but it’s not a quick process.

Paul Winkler, Inc. has worked for decades to create confident investors through education.

Listen along as Paul and Evan cover a few fundamental retirement concepts and discuss predicting your income with income calculators, as well as navigating your Social Security benefits to fit your needs.

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06/01/2026

The draw for many crypto investors has been owning something that isn’t tied down to any specific government or bank.

Now in 2026, the U.S. moves aggressively to offer sweeping regulation over these digital assets.

Paul and Dan address a question on many crypto investors' minds: Will regulation add to the value of crypto or completely defeat the purpose?

Listen along to hear why a more stable crypto scene won’t create a superior investment to a properly diversified portfolio.

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05/29/2026

In 2025 in the U.S. alone, insurance companies and insurance salespeople sold almost half a trillion dollars of annuities.

Paul and Dan explain how so many people get sold on a product they don’t fully understand and offer a real breakdown of the fees and commissions of various annuity products.

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05/28/2026

The industry is working really hard to push alternative investments right now.

The pitch is that the old way is broken and that these new investments are the true path forward to building wealth.

Paul and Dan talk about how frustrating it is to watch well-meaning investors get sucked into these sales pitches and fail to understand how risky and misleading these products are.

In all the jargon and marketing around alternative investments, no one is ever honest about the risks.

Listen along as these two investors share some of the biggest alternative investment traps and how investments like crypto, real estate, municipal bonds, private equity, and commodities can turn long-term investors into short-term gamblers.

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05/27/2026

Paul and Dan discuss how the SpaceX IPO is dominating headlines, leading investors to wonder whether they will miss out if they don’t jump in.

Listen along as Paul shares some painful stories about investors taking a big gamble on single companies and why IPOs are hype machines designed to underperform.

Later in the episode, Paul pushes back against the idea that AI is propping up a weak economy and shares an interview that suggests we haven’t yet seen the full value this new technology can bring to companies and investors.

Click the link below to listen to the episode.