The Investor Coaching Show with Paul Winkler
Latest Episodes
International Stocks Returns vs. CD Interest Rates — It Doesn’t Add Up
After a few years of inflation, CD interest rates have risen up to around 5%. This has an investor asking Paul why he would take the risk to invest in market segments with historic 5% returns, like in
The Financial Industry Is Not Trustworthy
Paul wants to make it clear: you cant trust the financial industry. Its their job to sell products, and they do it by telling you something you want to hear and giving you part of the truth about th
A Look Into a Financial Stewardship Class with Paul Winkler
Paul taught a financial stewardship class at Trevecca earlier this month and was surprised at some of the questions students brought about investing and financial stewardship. Listen along as Paul sha
You Didn’t Take a Loss, But Your Portfolio Still Failed
Paul and Ira talk about how ubiquitous market timing is in the investment industry and how investors never really know how to measure whether or not their portfolios are successful. The reality is tha
Insurance Companies Penalize You for Needing Insurance
More and more people either cant afford, cant qualify for, or get dropped from their homeowners and auto insurance plans and are forced to get state insurance plans. Today, Paul and Ira talk about w
Tax Planning Through The Four Phases of Retirement (Part 2)
How much you save for retirement is important, but whats more important is how much you will get to keep. In a two-part episode, Paul recaps a recent workshop he taught on taxes called Tax Planning
Tax Planning Through the Four Phases of Retirement (Part 1)
How much you save for retirement is important, but whats just as important is how much you will get to keep. In this two-part episode, Paul recaps a recent workshop he taught on taxes called Tax Pla
What Happens When a Financial Decision Comes Before a Moral Decision
Evan brings a column from MoneyWatch that talks about what happens when people get asked to put financial decisions above personal and moral decisions. You could have a strong opinion about not moving
After 2020, Americans Want a Different Kind of Retirement
A survey shows that most Americans dont see retirement as a time to kick back with their feet in the sand, but they see it as a time to live in their purpose and accomplish some of the best work of t
The Industry Is Profiting From Young Investors Who Want To Make a Difference
Jim at the Goodlettsville office sent Paul a summit for younger investors held by a company that pushes value-based investing. The truth is companies profit from young investors who want to make a dif