We Live in a World of Disclosures

Paul notices we live in a world of disclosures, but are they any good at educating on the real risks of everyday life? Paul and Jim connect this to investing and share why some products and practices with obvious risks don’t have to disclose them, while other trustworthy options have to be upfront about every risk—even if they aren’t very likely to happen. Listen along as these advisors teach about risks you want to avoid, risks you should be open to taking, and why the disclosure shouldn’t be your only education on a product. 

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.