You Walk Into a Bank With a Large Amount To Save and Get Sold a High-Commission Product episode artwork

EPISODE · Aug 11, 2025 · 9 MIN

You Walk Into a Bank With a Large Amount To Save and Get Sold a High-Commission Product

from The Investor Coaching Show with Paul Winkler · host The Investor Coaching Show

Today, Paul talks about two common situations where professionals in the industry call themselves “financial planners” offering “safe and conscientious options” for people trying to save, but it turns out that they don’t have any official education and are selling high-commission products. Listen along as Paul explains what is wrong with the training and education in the industry and how the products with the highest commissions just happen to be the ones financial planners think are in your best interest.   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.

Today, Paul talks about two common situations where professionals in the industry call themselves “financial planners” offering “safe and conscientious options” for people trying to save, but it turns out that they don’t have any official education and are selling high-commission products. Listen along as Paul explains what is wrong with the training and education in the industry and how the products with the highest commissions just happen to be the ones financial planners think are in your best interest.   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.

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You Walk Into a Bank With a Large Amount To Save and Get Sold a High-Commission Product

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This episode is 9 minutes long.

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This episode was published on August 11, 2025.

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Today, Paul talks about two common situations where professionals in the industry call themselves “financial planners” offering “safe and conscientious options” for people trying to save, but it turns out that they don’t have any official education...

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