The Investor Coaching Show with Paul Winkler The Investor Coaching Show

It seems like every few months you hear that lack of personal savings combined with a failing Social Security program is leading to a Retirement Crisis. Today, Anne brings an article that points to the fact that there is no real evidence yet to prove these kinds of claims and plenty of evidence to the contrary. Listen along as these advisors unpack a more level-headed take on what the future of retirement will look like for people in the United States. Later in the episode, Anne talks about the billions of unseen dollars lost or spent by family members who are trying to forgo long-term care costs for the aging loved ones.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Evan encourages you to spend a few minutes in reflection about what money means to you and how those beliefs could be affecting your relationship to your finances. Is money good or bad? Is it a struggle for you or out of your control? Are people using money to have power or control over you? After some discussion, Evan and Anne encourage you to challenge some of your money scripts and be open to seeing money as a tool that can help you live in your purpose and make the world around you a better place. Later in the episode, Evan shares his frustration about a popular internet influencer giving troubling advice about investing to people who trust her.
 
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Today, Paul brings a few questions from his time teaching financial stewardship at Trevecca and wants Evan and Anne to share their perspectives. They start by tackling the question, “What was the best investment you’ve ever made?” and then pivot to talking about how to know you’re on track to retire. Listen along as both Paul and Evan share their best investments and the advisor gives a clear framework for tracking your retirement goals.
 
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Anne brings in an article about how the financial process looks different for people who have generational wealth and what kind of conversations an advisor would have with someone who has less fear of “losing it all” and a greater expectation of leaving a legacy to future generations. Paul shares his insight on why having a strong purpose for your money will give you clarity about conversations around legacy, and he cautions people against letting their feelings lead in the investing process. Even the wealthiest investors can let fear and greed keep them from relaxing about money. 
 
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

It's common for an advisor to sit down with a couple who doesn’t see eye-to-eye on what their retirement years will look like. The truth is that couples can spend decades together and not feel the need to talk seriously about those retirement years. Today, Ira brings in a new study that finds one-in-one couples disagree on what they will be spending and, ultimately, how much they will need to save for retirement. Listen along as Ira and Jonathan talk about getting together with your spouse to have a real conversation about retirement planning. Later in the show, the advisors notice what this study says about couples and estate planning and how you can overcome the uncomfortable topics of death and finances to make a plan and start relaxing about money.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

As with most things in life, what you know is less important than who you do. Today, Ira talks about the seven virtues of successful investors. Listen along to hear what virtues differentiate successful investors from the rest. Ira and Johnathan talk about how patience, curiosity, and humility can put you in a position to have a healthier relationship with your finances and relax about money regardless of your income or stage of life. 
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.