New to Investing? Take These Steps First

Today, Paul talks about how to overcome some of the first challenges around saving and investing. Listen along to hear Paul cover the mindset shift that helps many go from living paycheck to paycheck to saving and making their first investments. Paul spends the second half of the episode helping those newer to investing get educated about the most common strategies that get sold and why those strategies leave investors’ money more at risk than a properly diversified portfolio.   For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.