The Investor Coaching Show with Paul Winkler

Watch Someone Teach an Advisor How To Manipulate Your Emotions

Paul wants you to know that one of the most dangerous things you can do is get into a room with an advisor who knows how to manipulate your emotions and sell you a product that gives them high commissions. Today, Paul shares a video where someone is teaching you how to sell annuities, right down to the words to say and body language to use to make you feel safe and consider the product. By learning these tactics, you can learn to spot the difference between financial help and sales.

 

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.

Cap-Weighted Funds Are Very Popular in the Industry. What Are They?

Today, Paul talks about cap-weighted funds, a popular method for trying to represent an area of the market through capitalization. Listen along to hear what these funds are, what capitalization means, and why companies call these funds diversified, but leave millions of investors mostly owning a few of America’s largest companies. 

 

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.

Post-College Debt Is Tough. How Do You Pay It Off?

Many Americans experience a similar experience straight out of college. They have hefty student loans and potentially the lowest pay of their entire careers. Today, Paul talks about his experience of first moving to Nashville, walks through a WSJ article about paying off student debt, and shares some of the crazy things people do in their early days to get on the right financial track. He then segues into a conversation about new information on 2026 tax brackets.

 

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.

Don't Fall for the Marketing. Take a Deeper Look.

Mutual fund companies are professional marketers. Today, Paul talks about how often these companies say all the right things about diversification. Confident investors learn to look past what the companies' marketing materials say and see that the investments they are selling tell a much different story. Later in the episode, Paul wants investors to understand that the run-up in gold isn’t a fluke, but it also isn’t because gold is such a good investment to own.

 

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.

Building Your Confidence in Your Financial Future (Part 2)

Fund companies, media outlets, and even advisors are constantly vying for your attention to sell you products and services. So how do you learn to cut through the noise and make the decisions that are right for you? In a two-part episode, Paul covers these topics and teaches you how to develop confidence in your financial goals and the plan that will help you get there. Listen along to hear how Nobel Prize-winning strategies can help you understand how goals, plans, and products can all work together to help you feel confident about investing.

 

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.

Building Your Confidence in Your Financial Future (Part 1)

Fund companies, media outlets, and even advisors are constantly vying for your attention to sell you products and services. So how do you learn to cut through the noise and make the decisions that are right for you? In a two-part episode, Paul covers these topics and teaches you how to develop confidence in your financial goals and the plan that will help you get there. Listen along to hear how Nobel Prize-winning strategies can help you understand how goals, plans, and products can all work together to help you feel confident about investing.

 

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.

An Investing Lie the Media Wants You To Believe

When Paul asks most beginner investors, “What is a financial advisor's job supposed to be?” he usually gets a familiar answer that involves understanding how markets work, being in the right part of the market at the right time, and knowing the best products to own. Today, Paul reveals that this is actually a lie perpetuated by the financial media, as most people you see weighing in on TV are being paid to be there. Listen along as Paul helps you understand the media bias around timing the market and buying investments after they’ve already gone up.

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.

Are We in an AI Stock Bubble?

There has been a lot of talk about AI and whether or not eager investors have created a bubble in AI stock that could hurt all investors. Today, Paul talks about market bubbles and why they are more dangerous to some than others, and why the activity we see around AI stocks doesn't look like an irrational run-up just yet.

 

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.

Jim Kramer Is Selling Books and Selling Investors on Market Timing

Jim Kramer is taking every opportunity to sell young investors on his new book and the idea of “making it big” investing. Listen along as Paul talks about why pundits like this get a lot of airtime even though their advice has historically been a disaster to take. 

 

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.

Running Out of Money at the Worst Possible Time

The industry likes to push investors into popular and predictable investments with low returns and low diversification. The result of this is a dwindling portfolio and an inflation problem in your 80s and beyond. Listen along as Paul explains why the strategies and products that promise you “safety” will actually lead to you running out of money at the worst possible time: after you are no longer able to work.

 

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.