The Investor Coaching Show with Paul Winkler
Latest Episodes
This Tax Benefit Trips Up Real Estate Owners
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)
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)
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)
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
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)
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)
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
WATCH OUT: Scammers Are Using QR Codes to Steal Your Personal Information
Paul and Ira talk about an article from the Federal Trade Commission about scammers using QR codes to steal your personal information. After Paul received a piece of mail with a QR code on it last wee
Target Date Funds Are Bad Default Investments — Here’s Why
The whole premise behind Target Date Funds is that investors only need to choose a date they want to retire and then check out of the investing process. Whats worse is that all the major companies ma
Paul Sets the Record Straight on How Much Crypto You Should Have in Your Portfolio
Paul was mentioned on the radio early this week by Matt Murphy who pretty accurately characterizes Pauls thoughts on crypto in your portfolio: you shouldnt have any. Paul wants to set the record str