The Investor Coaching Show with Paul Winkler
Latest Episodes
Is Gold an Investment? Nominal Return vs. Real Return
Today, Paul and Jim chat about why gold seems to be such a popular investment option, even though it has little to no real returns. The crux of the conversation comes down to your definition of “retur
Can Your Portfolio Survive a Downturn in 2024?
Can your portfolio survive a downturn in 2024? Today, Paul tackles this question with some information about the history of market downturns, what kind of portfolios have fared the best, and how your
Registered Index-linked Annuities (RILA) An Annuity with Market-timing Options
Evan brings in annuities products where you participate in both the upside and downside of the market. Paul and Evan talk about how bizarre this product seems and allows you to choose how much risk yo
This Skill Can Change Your Whole Perspective on Investing
If youre happy with the income youre making and you see your portfolio going up, youre pretty likely to think that your investments are doing well. However, positive returns dont mean positive per
A Sneaky Annuity Sales Pitch and a Chat About Roth Conversions
Today, Paul, Evan, and Ira talk about how frustrating it is that the average agents and investors are fooled into investment strategies that sound better than they are. Listen along as Paul shares abo
Social Security Education Without the Sales Pitch
Today, Paul talks about his most recent webinar on Social Security and why its fairly rare to find education in this industry without a sales pitch. Listen along as Paul covers some important Social
Banks Are Still Not a Reliable Place for Large Deposits
Paul brings an article from WSJ called Will Banks Finally Have to Pay You More For Savings? and explains why inflation and interest rates increases on deposits dont exactly mean higher returns for
Market Update: April 2024
Today, Paul and Ira cover give a market up in light of the wars in the Ukraine and Israel, inflation, and interest rates. Paul plays a clip that poses the question: Is inflation coming inside the Unit
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