The Investor Coaching Show with Paul Winkler

The Investor Coaching Show
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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.

  1. 1d ago

    This Annuity Claims To Be “Built for the Future”

    There is a proven method that helps you reduce the risk of both market volatility and inflation in your portfolio, and it’s not buying an annuity. Today, Paul and Jim critique an ad with one of the most frustrating claims in the industry: that annuities are guaranteed income and “built for the future.” Listen along as these advisors explain the difference between the advertising and the reality of these high-commission products and why you should never take the claims in an annuity ad at face value.    Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

  2. 4d ago

    These Investment Hacks Miss the Most Important Point

    Today, Paul and Jim talk about some of the most common investment hacks that distract you from what really matters and make it easier to sell you products. Listen along as these two advisors dive into tax and investment strategies that claim to make a difference in your portfolio, and where the real difference lies.   Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

  3. 5d ago

    This Common Marketing Pitch Trips Up Too Many Investors

    Many investors believe investing means choosing the right management company and letting industry experts build funds that contain the investments of the future. Today, Paul and Jim want you to see that the industry has planted this belief as a marketing pitch. Listen along as these two advisors explain the fundamental principles behind a growing portfolio so that you can ditch the idea that you need a company's experts and become a more confident investor.    Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

  4. 6d ago

    Investment Shortcuts Are Appealing. Here's What Investors Should Consider.

    Today, Paul and Jim discuss the purpose of “The Investor Coaching Show” and why some fund companies have realized they’ll make more money and have “happier” clients if they offer investors five-star ratings, high short-term past performance, and big household names. Listen along as both advisors talk about an industry where both sides get caught up in emotional investing, “expertise” and status, and shortcuts over long-term success. Paul and Jim help you cut through these investment traps so that you can unplug from the hype and become a more confident investor.   Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

  5. Sep 28

    Turnover Ratio Is a Hidden Measure for Market Timing

    The turnover ratio in your portfolio is there to show you how much the holdings have changed over the last year. Today, Paul talks about market timing and why having a high turnover ratio is the easiest way to see if your advisor or manager is actively managing your retirement savings. Listen along to hear how prevalent market timing is and how confident investors check in to make sure they are truly building and holding on to investments in the long-term.   Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

  6. Sep 25

    Who Sets Interest Rates? The FED or Markets?

    Paul shares that while most people believe that the FED sets interest rates and the markets follow, it’s actually the other way around. Listen along as the Investor Coaching explains why interest rates fluctuate, how the market drives these changes, and why it’s important to know the basics of how the economy works so you don’t get swept up in the hype when the media overreacts to changes.   Later in the episode, Paul talks about the deregulation of gambling and how it’s blurring the lines for investors who are feeling behind or want to make it big.   Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

  7. Sep 24

    Vanguard Buys Ad To Sell Bond Funds With 2% Returns to Young Investors

    Paul spends some time every week watching the financial news so that you don’t have to. Today, Paul shares an ad about Vanguard bond funds that, on the surface, seemed informative but really shows that the industry thinks it can pull one over on you. Listen along as Paul dismantles the pitch and explains how Vanguard uses emotional language to sell underperforming bond funds to young investors who should be focused on building wealth.   Later in the episode, Paul’s son Andrew is studying for his Series 65 and finds a question on the test that goes against everything he knows about academic investing principles.   Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

  8. Sep 23

    Trump Accounts: Are They Better Now Than They Were?

    When Trump Accounts were first introduced, they had two main problems: The tax treatment was similar to a non-qualified account, and they invested only in large U.S. companies. Today, Paul discusses how the accounts have evolved since their introduction and why they may give many young Americans an opportunity to feel invested in the American dream. Listen along to hear the Investor Coach explain how confident investors understand these accounts in the bigger picture of saving and investing for minors.   Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Past performance is not indicative of future results. Diversification does not guarantee a profit or protect against loss. Any hypothetical examples are provided for illustrative purposes only, are based on stated assumptions, and do not represent actual client or account performance. Actual results will vary. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.

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