The Investor Coaching Show with Paul Winkler

The Investor Coaching Show with Paul Winkler


Latest Episodes

Does the Bible Teach About Investing?
September 17, 2021

People have gone to the Bible for thousands of years to gain wisdom, knowledge, and understanding about life’s most pressing issues. Paul spends some time answering the question: Does the Bible teach

What Is a Living Trust?
September 16, 2021

Today, Paul and Robert Pautienus explain what a living trust is, how it works, and why it may benefit your estate plan. Listen along to hear what happens when you put an IRA in a trust or will and whe

Looking Back at 9/11
September 15, 2021

Join us for a special episode of “The Investor Coaching Show” recorded on the 20th anniversary of 9/11. Paul takes a moment to reflect about being in New York during the tragedy, the start of “The Inv

Estate Planning Mistakes: How to Protect Yourself
September 14, 2021

Paul invites Robert Pautienus, an estate attorney, back onto the show to talk about the most common estate planning mistakes. Listen along to hear how your plan gets executed under the law and how to

The Search for the Perfect Portfolio
September 13, 2021

Paul and his team talk about five investing superstars coming together in search of the perfect portfolio. But these investors don’t exactly agree, which is problematic. Listen along as Paul and his t

Understand the Market’s Value
September 10, 2021

A listener asks Paul what he thinks about the market’s high PE ratio. Is the market due for a drop? Paul describes the difference between forward earnings and past earnings. Paul and his team also cov

Why a Retirement Plan Is More Important Today Than in the Past
September 09, 2021

Why are railroad tracks exactly 4 feet 8 1/2 inches apart? What does that have to do with retirement planning? Paul and his team talk about how retirement has changed over hundreds of years. Listen al

Social Security: Fix or Folly?
September 08, 2021

Politicians are trying to fix Social Security by raising income taxes on the wealthy. Today, Paul talks about why that alone is not enough to fix all the issues. Listen along to learn about the comple

Wealthy People Make These Mistakes
September 07, 2021

Wealthy people aren’t immune to making mistakes with money. Paul covers an article about common mistakes wealthy people make with money, what you can learn from them, and a costly yet overlooked mista

Inheritance Questions: 5-Year Rule and Inheriting From Parents
September 06, 2021

Today, Paul answers questions that came up from his inheritance workshop. Listen along as Paul talks about giving money to your kids and the five-year rule and the difference between inheriting money