The Investor Coaching Show with Paul Winkler

The Investor Coaching Show with Paul Winkler


Latest Episodes

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

WATCH OUT: Scammers Are Using QR Codes to Steal Your Personal Information
April 09, 2024

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
April 08, 2024

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
April 05, 2024

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