198 episodes

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.

The Investor Coaching Show with Paul Winkler The Investor Coaching Show

    • Business
    • 4.8 • 14 Ratings

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.

    Income Tax Bill Update

    Income Tax Bill Update

    Paul and Ira discuss specifics of the income tax bill that is moving through committees this week and how tax law is used to incentivize or disincentivize certain activities. Listen along to hear the income tax, capital gains tax, and Roth conversion changes this bill proposes. 


    Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.

    • 16 min
    A Philosophy for Choosing Fund Companies

    A Philosophy for Choosing Fund Companies

    Investors ask Paul why PWI doesn’t invest in funds from the biggest fund companies. Paul and Ira answer the question, talk about how two popular fund companies capture asset classes, the issue with offering actively managed funds, and how their highest-performing products aren’t what they seem. Later in the episode, Paul takes a look at the data that shows the true value of these popular funds. 


    Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.

    • 30 min
    Preparing for a Fulfilling Retirement (Part 2)

    Preparing for a Fulfilling Retirement (Part 2)

    Paul and Michael continue their conversation about setting the right expectations for retirement. In the last episode, they shared common obstacles in making the transition to retirement. Today, they cover making a plan for retirement that goes beyond investments. Listen along as Paul asks foundational questions that help create meaning in retirement.


    Join us for a workshop that covers debt from a different angle. For more information and to sign up, click here: www.paulwinkler.com/debt.

    • 16 min
    Preparing for a Fulfilling Retirement (Part 1)

    Preparing for a Fulfilling Retirement (Part 1)

    We often think about retirement in terms of replacing a paycheck, but we don't think about replacing all the other aspects of professional life. Today, Paul and Michael talk about preparing for retirement, the common traps and expectations, and what research shows about how to have a fulfilling retirement. 


    Join us for a workshop that covers debt from a different angle. For more information and to sign up, click here: www.paulwinkler.com/debt.

    • 27 min
    New Tax Proposals Being Brought Back Toward the Center

    New Tax Proposals Being Brought Back Toward the Center

    A slew of tax proposals are being laid out to generate income for federal government programs. Today, Paul talks about why Biden’s inheritance tax proposal will likely be scaled back and how these taxes affect investors and their assets. Later in the show, Paul talks about the danger of people who give advice but don’t have to be accountable for what they say.


    Join us for a workshop that covers debt from a different angle. For more information and to sign up, click here: www.paulwinkler.com/debt.

    • 17 min
    Does the Bible Teach About Investing?

    Does the Bible Teach About Investing?

    People have gone to the Bible for thousands of years to gain wisdom, knowledge, and understanding about life’s most pressing issues. Paul spends some time answering the question: Does the Bible teach anything about investing? Listen along to hear a financial advisor’s perspective on what the Bible says about investing.


    Join us for a workshop that covers debt from a different angle. For more information and to sign up, click here: www.paulwinkler.com/debt.

    • 27 min

Customer Reviews

4.8 out of 5
14 Ratings

14 Ratings

soultry ,

The expert advice I’ve been looking for!

I found this podcast at the perfect time! Paul has answered SO MANY of my financial questions. Investing has always been a very daunting and intimidating topic for me, but now I have the information and encouragement I need to move forward. Thanks Paul!

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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