The Investor Coaching Show with Paul Winkler

The Investor Coaching Show with Paul Winkler


Latest Episodes

Roth Strategy Changes Ahead?
October 15, 2021

Congress has a new proposal that would change the kind of investments you can put in tax-advantaged accounts. Congress is proposing limits to how much you can gain in a Roth from lucky stock picks. To

Understanding the Direction of the Market
October 14, 2021

You can find a financial headline that reinforces your feelings about the direction markets are headed. So how can you make sure you’re getting reliable information? Today, Paul looks at two different

Is There a Case for Indexed Annuities?
October 13, 2021

After diving into annuities last week, Paul finds an article that makes a case for indexed annuities. Listen along as Paul goes point by point through the article, providing some missing insights and

How “Sophisticated” Investors Get Duped
October 12, 2021

Paul shares an article today that dives into the misfortune of venture capitalism and private equity investors. Listen along to hear what private equity investment is, how it differs from investing in

Did the Pandemic Change Baby Boomers?
October 11, 2021

Due to changing priorities during the pandemic, the baby boomer generation may be choosing to retire earlier even if it means a more modest retirement. Today, Paul, Anne, and Jonathan talk about a stu

Rising COLAs May Not Mean Rising Benefits
October 08, 2021

The Social Security COLA is set to rise by 6% next year—its highest increase since 1983. Listen along as Paul and his team break down the various parts of Social Security payments and how taxes, insur

Pulling Back the Curtain on Annuities
October 07, 2021

Have you ever wondered how annuities are created? Paul and his team pull back the curtain on these financial products in one of the most thorough episodes on annuities to date. Listen along to hear ho

Can You Put Bitcoin in Your Roth IRA?
October 06, 2021

Today, a listener asks: “Can you buy Bitcoin in your Roth IRA?” Listen along as Paul explains how the tax advantages of Roth accounts can be a powerful tool for investors and why investing in Bitcoin

Can You Survive a Market Downturn?
October 05, 2021

Paul addresses a listener’s concern about market downturns and crashes. Listen along as the Investor Coach walks through the last three market downturns, why they happened, and if your retirement inve

Pursue Investor Education
October 04, 2021

Pursuing education regarding your investments protects you from blindly trusting your advisors and the financial media. Today, Paul and Ira share two workshops that Paul taught in September, one on de