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The Investor Coaching Show with Paul Winkler

The Investor Coaching Show with Paul Winkler

Business:Investing

It’s the Holiday Season. Focus on What Matters Most.

It’s the Holiday Season. Focus on What Matters Most.

2023-11-28
Download

With the holidays quickly approaching, Paul and Michael pause for a moment to reflect on how companies are going to use the happy feelings the holidays bring to market their products and convince you that the holidays will be better with their product. Listen along as the two advisors talk about why it’s so important to unplug from technology and focus on what matters most. Later in the episode, Paul tries to clear up the question: What happens to the credit card debit of someone who has just passed away?

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

view more

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