The Investor Coaching Show with Paul Winkler

The Investor Coaching Show with Paul Winkler


Latest Episodes

Social Security Education Without the Sales Pitch
April 24, 2024

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

Banks Are Still Not a Reliable Place for Large Deposits
April 23, 2024

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 dont exactly mean higher returns for

Market Update: April 2024
April 22, 2024

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 Unit

This Tax Benefit Trips Up Real Estate Owners
April 19, 2024

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

How Are Counseling and Financial Planning Connected? An Interview with Dr. John Kennedy (Part 2)
April 18, 2024

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 psychologica

How Are Counseling and Financial Planning Connected? An Interview with Dr. John Kennedy (Part 1)
April 17, 2024

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 psychologica

Great Questions from a Younger Generation (Part 1)
April 15, 2024

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

Paul and Ira’s First Experiences with Investing
April 12, 2024

What age did you start investing? Paul teaches a personal finance class at Trevecca, and this was one of many questions he wasnt able to answer in time. This question starts Paul and Ira on a great c

Active Management Is A Problem. Indexing Is Not The Solution (Part 2)
April 11, 2024

Actively managed portfolios usually have high fees and are full of strategies that lower the diversification of your investment and engage in market timing and speculation. As a result, the industry h

Active Management Is a Problem. Indexing Is Not the Solution. (Part 1)
April 10, 2024

Actively managed portfolios usually have high fees and are full of strategies that lower the diversification of your investments and engage in market timing and speculation. As a result, the industry