Paul Winkler, Inc.

Paul Winkler, Inc. A team of financial advisors to help you relax about money. Paul Winkler, Inc., located in Goodlettsville, Cool Springs, Murfreesboro & Mt. Paul Winkler, Inc.

We do this by helping you understand investing, organize your financial life, and find the freedom to pursue your purpose Juliet, strives to coach people to achieve their "True Purpose for Money™.” They believe that educated investors are confident investors. They care for their clients & their family’s financial future because they realize that their client’s goals & dreams are every bit as impo

rtant as their own. In addition to our regular one-on-one meetings with their clients, they will provide regular education seminars & workshops to help keep clients informed regarding topics related to their financial well being. With a focus on 401(k)s, retirement planning & managing non-qualified assets, the advisors at Paul Winkler, Inc. strive to solve the frustrations that investors face on a daily basis such as: how to understand their investments, concerns about the conflict of interest with commission based advisors, educating investors on their risk tolerance, managing investor expectations when it comes to investment results. is an investment adviser registered with the Tennessee Department of Commerce and Insurance, Securities Division. may only transact business in those states where it is licensed or qualified for an exemption or exclusion from licensing requirements.

Paul brings an article warning investors not to get stuck with a 401(k) that’s “too big” without a tax plan. Paul rebuts...
09/07/2026

Paul brings an article warning investors not to get stuck with a 401(k) that’s “too big” without a tax plan.

Paul rebuts the claim that most people don’t struggle with having saved too much in their 401(k), but agrees that putting all your eggs in one tax basket can be a problem when you haven’t thought through what your current tax bracket is and what it may be when you retire.

Listen along as the Investor Coach explains tax diversification and why having a combination of 401(k), Roth IRAs, and non-qualified accounts can give you more options in a future where no one knows what the tax laws will be.

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We don’t know when a company will come out with a piece of technology that will change the whole business landscape. Pau...
09/04/2026

We don’t know when a company will come out with a piece of technology that will change the whole business landscape.

Paul talks about how technological innovations will continue to surprise and cause business to flourish.

Listen along to hear why diversification is the key to capturing these gains, not betting on the individual companies that may have looked promising but may ultimately lose out to their competitors.

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Paul gives an update on markets in the third quarter of 2026 and explains why August was marked by bond sell-offs that h...
09/03/2026

Paul gives an update on markets in the third quarter of 2026 and explains why August was marked by bond sell-offs that have affected interest rates, pushed stock prices up, and raised inflation concerns.

Listen along to hear Paul explain how these markets work, what to expect from these changes, and why confident investors know enough not to act impulsively.

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Paul shares a common trap most investors face when investing at work: not doing the initial legwork, trusting your emplo...
09/02/2026

Paul shares a common trap most investors face when investing at work: not doing the initial legwork, trusting your employer to offer good 401(k) options, and making regular contributions to an investment that underperforms your other options.

Listen along to hear why Paul chooses to help investors review their 401(k) options and why it’s important to find and select the best options available through your employer.

Later in the episode, Paul shares a video about the “bucket strategy” for your portfolio and why it’s a sales tactic that takes advantage of your desire for diversification, not an academic approach to income in retirement.

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It seems that more and more politicians are starting to believe that governments don’t have enough resources because the...
08/31/2026

It seems that more and more politicians are starting to believe that governments don’t have enough resources because they don’t make wealthy people pay their fair share.

Paul wants to remind you that the wealthiest citizens have the power to leave before they see a country tax them out of a large portion of their wealth.

Later, Paul pivots to the topic of Social Security and why no politician seeking reelection would allow the program to fail because of the massive number of voters who rely on it.

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At a staff meeting, an advisor shared that a client used AI to find a fund with optimal diversification. The problem is ...
08/28/2026

At a staff meeting, an advisor shared that a client used AI to find a fund with optimal diversification.

The problem is that AI trains on the industry’s marketing materials and doesn’t know how to dig any deeper yet.

Listen along as Paul explains how AI parroted the fund’s sales pitch and overlooked the fact that it would invest the majority of your money into a handful of companies.

Later in the episode, Paul talks about what happened in India when over half a million people applied for 583 jobs and how this shows just how hard people will work to make life better for themselves and those around them.

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Paul shares two practical examples that highlight the same problem: The industry is set up to sell and provide education...
08/27/2026

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.

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Regardless of your stage of life, there are always a few good reasons not to save for retirement. Paul wants you to know...
08/26/2026

Regardless of your stage of life, there are always a few good reasons not to save for retirement.

Paul wants you to know that, for most people, the status quo is to spend what you make and try to provide the best quality of life for yourself.

But what happens when you can’t work anymore?

Paul shares some of his favorite behavioral hacks to help you go from living paycheck to paycheck to feeling more confident about money.

Part of the problem is not a lack of self-control, but a world that makes it easy to spend and difficult to save, and there are things you can do to flip the script.

Later in the show, Paul addresses the concern that markets and income are just too different now to save for retirement than they used to be.

Paul shares how choosing the right investments and saving a reasonable amount will beat out aggressive saving and investing in the wrong things every time.

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Many Americans fear that America's economy may be surpassed by China’s and that China’s use of AI may affect the future ...
08/24/2026

Many Americans fear that America's economy may be surpassed by China’s and that China’s use of AI may affect the future of the world’s job market and economy.

Paul brings an interview with Hank Paulson, former Treasury secretary, about both topics that sheds light on the country and some of the more nuanced issues that the media doesn’t always cover.

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What if the next generation of batteries didn’t need rare earth minerals? Paul shares an article about new battery techn...
08/21/2026

What if the next generation of batteries didn’t need rare earth minerals?

Paul shares an article about new battery technology that uses common materials like iron and salt instead of relying on rare earth minerals.

Paul and Evan discuss how an innovation like this could have huge implications for everything from cars and phones to airplanes and energy storage.

It could also reshape the geopolitical landscape by reducing the world’s dependence on China for critical battery materials.

Later, Evan shares a personal story that offers an important lesson for investors: Making a few mistakes with your diet usually isn’t catastrophic, but making even a few poorly timed decisions with market timing or stock picking can have a lasting impact on your financial future.

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Address

3050 Business Park Cir, Ste 503
Goodlettsville, TN
37072

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Website

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