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.

What happens when an asset's value depends entirely on what someone else is willing to pay? In this episode, Paul breaks...
06/22/2026

What happens when an asset's value depends entirely on what someone else is willing to pay?

In this episode, Paul breaks down the key differences between investing in stocks and owning commodities like Bitcoin.

He explains why stocks are backed by the earnings power of companies, while commodities rely on supply, demand, and investor sentiment.

You'll also hear how a single influential voice can spark dramatic price swings in the crypto market — and what that means for investors.

Click the link below to listen to the episode.

06/19/2026

Many people think better returns come from picking better investments.

The research says portfolio construction may be even more important.

Watch the full episode, Financial Questions Everyone Has: The Science Behind Better Returns, to learn the science behind diversification and asset allocation on our website under the “Content” tab.

The SpaceX IPO is already upside down. SpaceX's valuation would place it among the largest companies in the S&P 500, yet...
06/19/2026

The SpaceX IPO is already upside down.

SpaceX's valuation would place it among the largest companies in the S&P 500, yet its revenue tells a very different story.

In this episode, Paul explains how buying an IPO is fundamentally different from trading other stocks in the market and what that matters for investors.

Later in the episode, Paul wants you to know how to spot a market “forecast” and explains that pundits are paid to make these predictions and don’t have to be accountable for the losses investors experience because of them.

Click the link below to listen to the episode.

Most people picture retirement as something they'll choose on their own terms. But what if life has other plans? In this...
06/18/2026

Most people picture retirement as something they'll choose on their own terms.

But what if life has other plans?

In this episode, Paul examines why many people end up working longer than they expected, while others leave the workforce earlier than they planned.

From health issues to family obligations, retirement timing is often influenced by factors beyond our control.

Learn why preparing now — not later — can help ensure you're ready to make the most of whatever retirement looks like for you.

Click the link below to listen to the episode.

Not all financial planners provide advice that aligns with your goals. In this episode, Paul shares lessons from 30 year...
06/17/2026

Not all financial planners provide advice that aligns with your goals.

In this episode, Paul shares lessons from 30 years in the gym and explains how the right weight coach can help you avoid mistakes, uncover blind spots, and reach your goals faster.

He discusses why the same principles apply to money and investing and how the right guidance can help you become a more confident, successful investor.

Click the link below to listen to the episode.

Robinhood has made a fortune from selling the idea of day trading and gambling to investors. Paul and Jim talk about the...
06/15/2026

Robinhood has made a fortune from selling the idea of day trading and gambling to investors.

Paul and Jim talk about the most recent move Robinhood has made to allow you to connect your account to an AI trader who will make investment decisions for you.

Listen along as these two advisors talk about why this is one of the worst ideas they’ve heard to date and how a company can get away with this despite regulations designed to protect investors.

Click the link below to listen to the episode.

If timing the market truly worked, then why doesn’t anyone agree on when you should get in or get out? Paul brings a bla...
06/12/2026

If timing the market truly worked, then why doesn’t anyone agree on when you should get in or get out?

Paul brings a blatant example of market timing advice that many investors fall for because they believe they’re listening to an expert.

Listen along as these two advisors discuss all the most common market timing strategies people try, even though none of them are proven to work for any meaningful amount of time.

Click the link below to listen to the episode.

06/12/2026

Are target date funds designed to maximize returns—or keep investors comfortable?

Watch the full episode, Financial Questions Everyone Has: The Hidden Problems with Typical 401(k) Investments, to hear the full story on our website under the “Content” tab.

Why are billionaires becoming the centerpiece of so many political conversations? In this episode, Paul and Jim explore ...
06/11/2026

Why are billionaires becoming the centerpiece of so many political conversations?

In this episode, Paul and Jim explore the economic ideas often left out of the debate.

They discuss how wealth creation, incentives, and entrepreneurship have contributed to longer life expectancies and higher standards of living worldwide.

They also explain why financial literacy matters more than ever and share a real-life example of a high-income earner who still struggles with debt, proving that income alone doesn't guarantee financial success.

Click the link below to listen to the episode.

Paul and Jim break down an interview in which two financial media pundits correctly inform investors that having too muc...
06/10/2026

Paul and Jim break down an interview in which two financial media pundits correctly inform investors that having too much in large U.S. tech companies is risky, but then claim the fix is to invest in private equity and commodities.

Listen along to hear why these solutions are way off and ignore research that proves these areas add uncompensated risk to your portfolio.

Later in the episode, Paul and Jim get into SpaceX, the largest IPO in history, and explain why these indexes are pretty foolish to jump in on the hype.

Click the link below to listen to the episode.

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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