100 episodes

A podcast of Paul Winkler's radio show which airs every Saturday from 3-5pm on SuperTalk 99.7 WTN

The Investor Coach Podcast with Paul Winkler The Investor Coaching Show

    • Investing

A podcast of Paul Winkler's radio show which airs every Saturday from 3-5pm on SuperTalk 99.7 WTN

    Finance in Marriage

    Finance in Marriage

    In the second hour, Paul and Ira discuss the five financial conversations that newly married couples need to have. Such as how they plan on paying bills, what are their long-term goals, or how do they plan to save for retirement? In addition, they speak about various topics regarding social security. What is the enemy of investment success? Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/2 recorded on February 1, 2020. 

    • 46 min
    Deceptions in Marketing and Importance of Diversification 

    Deceptions in Marketing and Importance of Diversification 

    Paul and Ira Work cover a variety of topics including misleading marketing practices of large fund companies, the importance of a diverse portfolio, and different techniques for measuring risk. What’s the most common investing mistake? Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 1/2 recorded on February 1, 2020.

    • 47 min
    The Price is Right and Education Planning

    The Price is Right and Education Planning

    Paul and Evan begin the hour with changes in education planning from the SECURE Act. Do you think stocks are often overvalued or undervalued? Listen to their discussion about all of the factors that determine stock price. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/2 recorded on January 25, 2020.

    • 47 min
    Investor Regrets and Qualified Domestic Relations Orders

    Investor Regrets and Qualified Domestic Relations Orders

    Paul and Evan Barnard cover a variety of topics including common regrets of retirees, how investors react to market volatility, how they react to negative news, and how investors change portfolios, now, out of fear. Did you know that qualified domestic relation orders (QDROs) are not only for divorce? Evan covers the SECURE Act and a few other uses for QDROs at the end of this hour.  Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 1/2 recorded on January 25, 2020.

    • 46 min
    Special Needs Financial Planning

    Special Needs Financial Planning

    Chad Henson makes his first radio appearance to discuss his specialty of special needs consulting. They talk about the financial situation in special needs households, government programs available, ABLE accounts, trusts, and 529 plans. Inheritance left to disabled family members is a major topic. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/2 recorded on January 18, 2020.

    • 44 min
    Twelve Investing Sins to Avoid

    Twelve Investing Sins to Avoid

    Paul and Jim cover an article from Humbledollar about 12 investing mistakes to avoid. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 1/2 recorded on January 18, 2020.

    • 45 min

Customer Reviews

Truefoot ,

Discipline equals freedom...

Can’t say enough good about the work Paul and his team are doing to educate the average Joe regarding sound investment principles that will lead to true financial freedom.

The tortoise wins the race, there’s no short cuts and it takes a good coach and discipline in life to achieve success. The Investor Coaching Show will get you there! Those with ears to let them hear...

Kel1974 ,

So happy to have this content available here now!

I’m such a fan of Paul’s teaching style and have been for years (since well before his navigation assistance helped me home during the hundred ear Nashville flood). During a 401k committee meeting with Fidelity, I was told I’m probably the only one in the company who knows or cares about things like how valuey or small our “small cap” fund option is, and I give all the credit for that ‘significant, amazing achievement’ to the education Paul and his team have given me.

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