The Investor Coaching Show with Paul Winkler

The Investor Coaching Show with Paul Winkler


Latest Episodes

What is true Financial Planning?
September 23, 2020

When someone is truly helping you make a financial plan, they are doing more than just spitting out a bunch of numbers and saying,  “Here’s how much you should save and here’s how much you are going to have.” In today’s episode, Paul and Jim explain why .

What Snowflake can teach us about IPOs
September 22, 2020

Just last week, Snowflake Inc. turned heads after it’s Initial Public Offering more than doubled on it’s first day. Paul invites Jim Wood on the show today to talk about how IPOs generally fare over their first year, and Paul shares why he thinks investi.

A Lesson from Tesla being left Out
September 21, 2020

Tesla was left out of the S&P 500. Paul and his team take this opportunity to talk about what this means for their investors and why no single individual stock or investment is safe from volatility. Listen along to find out more. Upcoming WebinarFor i...

The Habits That Create Financial Confidence
September 21, 2020

What is the difference between people who are able to relax about money in retirement and those who can’t? In today’s episode, Paul and his team talk about an article that covers the habits of people who just can’t seem to save for retirement. Listen alo.

President Trump’s Social Security Proposal
September 21, 2020

President Trump has proposed a dramatic change in how social security is financed. This would involve funding social security with income taxes instead of payroll taxes. Without trying to make predictions about the future, Paul and his team talk about th.

Choosing a Financial Advisor
September 16, 2020

In the United States, very few investment advisors are actually Certified Financial Planners, whereas, other countries require the equivalent education as the lowest standard for giving financial advice. Today, Paul and his team explain why an advisor’s .

The Problem with Risk Tolerance in Investing
September 16, 2020

Have you ever been asked by a financial planner to fill out a risk tolerance questionnaire? In today’s episode, Paul spends some time explaining the nuances of risk tolerance, how it’s usually measured inaccurately, and what an investor needs to keep in .

Is Gold An Investment?
September 15, 2020

Everyone has seen advertisements for gold as an investment. On today's episode, Paul explains what an investment actually is: someone paying you to use your money. In this episode, Paul plays an advertisement for gold and breaks it apart to show that buy.

Reverse Mortgages (Part 2)
September 14, 2020

In this two-part interview, Paul interviews Catherine Holton, an expert in reverse mortgages. Paul and Catherine cover the many uses for reverse mortgages, what kind of properties qualify, and why Catherine calls them the “sleep-better-at-night” mortgage.

Reverse Mortgages (Part 1)
September 11, 2020

In this two-part interview, Paul interviews Catherine Holton, an expert in reverse mortgages. Paul and Catherine cover the many uses for reverse mortgages, whether or not these are a scam and why Catherine calls them the “sleep-better-at-night” mortgage..