The Investor Coaching Show with Paul Winkler

The Investor Coaching Show with Paul Winkler


Latest Episodes

A Look Into a Financial Stewardship Class with Paul Winkler
April 02, 2024

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
April 01, 2024

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
March 29, 2024

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)
March 28, 2024

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)
March 27, 2024

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
March 26, 2024

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
March 25, 2024

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
March 22, 2024

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

This Inheritance Turned From a Gift Into a Nightmare
March 21, 2024

If youre going to go through the trouble of doing estate planning, you need to keep your heirs involved in the process. An inheritance should be a gift you give to your loved ones, but can quickly be

Staying Sharp in Your 80s and Beyond
March 20, 2024

Taking care of your mind and body are two of the most important parts of finding fulfillment in retirement. Today, Paul and Anne discuss a recent book about Nobel Prize winner Adam Smith and what it t