The Investor Coaching Show with Paul Winkler
Business:Investing
Advice for Aging Investors: Asking for Help and Building a Team You Can Trust (Part 2)
There is a unique set of challenges investors face as they enter their golden years. Studies show that as your cognitive abilities start to fade, your confidence does not. Today, Paul and Jim want to help you, or perhaps a loved one, learn how to navigate this time and avoid the financial traps unique to this stage of life. Listen along as these two advisors talk about how to avoid being taken advantage of by companies or relationships that are only financially motivated and why the best advice for aging investors is to learn how to ask for help and build a team you can trust.
Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.
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