The Investor Coaching Show
The Investor Coaching Show with Paul WinklerEpisodes
Episodes of The Investor Coaching Show
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Do you remember just a few years ago when the media was nervous to see China become the world's leading economy? So many people used this supposed inevitability to take bets on what they market would do as a result. Paul is here to talk about C
Paul shares an all-too-common investing horror story as a warning to investors who think they can trust their advisors without any education. A 50-year-old woman has an advisor who takes her out to lunch, buys presents for her kids, sends her h
Paul gets some great feedback on a video he made late last month about whether or not investors should invest in gold in 2024. Paul takes some time to answer these questions from listeners: 1) If banks and companies are borrowing and going into
When it comes to investing, people are really sucked in by trends. Have you ever heard a friend or family member say, “You’ve got to own this company. This company is going to be the future of ___.”? Today, Paul talks about why people who are a
The investment industry is always harping on topics, like taxes or fees, that they claim will have the biggest difference on your success as an investor. Today, Paul and Jim set the record straight by letting you know that it is the behavior of
It seems like every few months you hear that lack of personal savings combined with a failing Social Security program is leading to a Retirement Crisis. Today, Anne brings an article that points to the fact that there is no real evidence yet to
Evan encourages you to spend a few minutes in reflection about what money means to you and how those beliefs could be affecting your relationship to your finances. Is money good or bad? Is it a struggle for you or out of your control? Are peopl
Today, Paul brings a few questions from his time teaching financial stewardship at Trevecca and wants Evan and Anne to share their perspectives. They start by tackling the question, “What was the best investment you’ve ever made?” and then pivo
Anne brings in an article about how the financial process looks different for people who have generational wealth and what kind of conversations an advisor would have with someone who has less fear of “losing it all” and a greater expectation o
It's common for an advisor to sit down with a couple who doesn’t see eye-to-eye on what their retirement years will look like. The truth is that couples can spend decades together and not feel the need to talk seriously about those retirement y
As with most things in life, what you know is less important than who you do. Today, Ira talks about the seven virtues of successful investors. Listen along to hear what virtues differentiate successful investors from the rest. Ira and Johnatha
The DOW dropped 500 points in April. This also happened in 1987. The difference is that in 1987, this was a 22.6% drop and last month it was only a 1.4% decline. Today, Ira and Jonathan Walker talk about an article from Jason Zweig called The V
Today, Paul and Jim talk about the kind of investing mistake you never want to make—an irreversible one. Listen along as Paul and Jim talk about the most common and dangerous permanent financial mistakes and what you can do to avoid these and o
Today, Paul and Jim chat about why gold seems to be such a popular investment option, even though it has little to no real returns. The crux of the conversation comes down to your definition of “return.” Paul explains that there are two differe
Can your portfolio survive a downturn in 2024? Today, Paul tackles this question with some information about the history of market downturns, what kind of portfolios have fared the best, and how your portfolio should shift as you come closer to
Evan brings in annuities products where you participate in both the upside and downside of the market. Paul and Evan talk about how bizarre this product seems and allows you to choose how much risk you are willing to take and explain where this
If you’re happy with the income you’re making and you see your portfolio going up, you’re pretty likely to think that your investments are doing well. However, positive returns don’t mean positive performance in your portfolio. Today, Paul expl
Today, Paul, Evan, and Ira talk about how frustrating it is that the average agents and investors are fooled into investment strategies that sound better than they are. Listen along as Paul shares about an investor who was offered an annuity bu
Today, Paul talks about his most recent webinar on Social Security and why it’s fairly rare to find education in this industry without a sales pitch. Listen along as Paul covers some important Social Security topics like filing early versus fil
Paul brings an article from WSJ called “Will Banks Finally Have to Pay You More For Savings?” and explains why inflation and interest rates increases on deposits don’t exactly mean higher returns for savings accounts and CDs. Listen along as Pa
Today, Paul and Ira cover give a market up in light of the wars in the Ukraine and Israel, inflation, and interest rates. Paul plays a clip that poses the question: Is inflation coming inside the United States or from imports? Listen along as P
Today Paul and Ira talk briefly about how 1031 exchanges are a tax benefit that can keep people stuck in real estate investing. The reality is that real estate ownership is a job and there are times when it makes sense to quit the job and move
In a two-part episode, Paul interviews Dr. John Kennedy from Trevecca University. Dr. Kennedy began his career as an accountant and now teaches research methods, statistical analysis, and psychological testing classes as a member of Trevecca’s
In a two-part episode, Paul interviews Dr. John Kennedy from Trevecca University. Dr. Kennedy began his career as an accountant and now teaches research methods, statistical analysis, and psychological testing classes as a member of Trevecca’s
Paul gets many chances to answer questions from people who are later in their investing journeys and have specific concerns about a retirement that doesn’t seem too far away. Today, Paul shares a list of questions from college students after te
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