You Can’t Trust the Industry To Get You Properly Diversified

Today, Paul shares two practical examples that highlight the same problem: The industry is set up to sell and provide education, diversification, and the best opportunity for income in retirement. Listen along as Paul shares about a growth fund a client brought in that was underperforming and introducing unnecessary risk to the portfolio, and about an article from an expert who is trying to get people out of cash and into the wrong kinds of bonds to provide stability during market downturns.    Later in the episode, Paul wants you to know that get-rich-quick schemes around AI investing are being pitched as the “future” of investing.   Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.