The Investor Coaching Show with Paul Winkler

AI and Financial Firms: Neither Are Looking Out for Your Interests

Paul shares a study that reveals how AI is actually causing people to turn off important critical thinking skills. What do you think this means for AI’s future? Listen along as Paul talks about similarities between AI and the way firms market: They look like experts. They tell you everything you want to hear, but there are some obvious red flags that they aren’t looking out for your interests. 

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

The Big Beautiful Bill is Now Law. How Are You Affected? (Part 2)

With Paul out of town for the weekend, Evan, Jonathan, and James jump into the biggest piece of financial planning news the United States has seen in a while: the signing of the Big Beautiful Bill into law. Listen along as these three advisors share their first takes on this new legislation, where you might see the most dramatic changes, and why it may still take months or years to fully understand what this law means for investors.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

The Big Beautiful Bill Is Now Law. How Are You Affected? (Part 1)

With Paul out of town for the weekend, Evan, Jonathan, and James jump into the biggest piece of financial planning news the United States has seen in a while: the signing of the Big Beautiful Bill into law. Listen along as these three advisors share their first takes on this new legislation, where you might see the most dramatic changes, and why it may still take months or years to fully understand what this law means for investors.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

ETFs Are Becoming the New Market Timing Tool

Paul shares the number one factor that leads to an underperforming retirement account: investor behavior. Listen along as Paul shares how the industry hides their market timing and stock picking through “diversified” investments like ETFs and indexing, and terms like “turnover ratio” and “tactical asset allocation.” Paul wants investors to watch out for these practices and shares where companies are required to disclose if they are gambling with your 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.

The Unused Asset of Young Investors

Today, Paul talks about the one asset young people have that they don’t fully use to their advantage: time. Investing is a time game. It’s hard to envision or care for your older self, but many older investors are taking big risks and making big mistakes trying to play catch-up. Listen along to hear why caring for your future self and avoiding fear and greed are the foundations of confident investors.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call. 

What’s in the Big Beautiful Bill?

For a few months, Congress has been working to pass the flagship legislation of Trump’s second presidency, but what is in the Big Beautiful Bill? Listen along as Paul, Evan, and Dan talk about the most likely provisions around taxes, tax dedication, and social security that are likely to pass and how they affect the financial planning world. 

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call. 

Kidnapped Over Crypto/Do You Know What an Income Rider Is?

Today, Paul, Dan, and Evan discuss two problems with two very popular investments right now. Both crypto and annuities are sold as advanced investment options with features that old-fashioned diversified portfolios don’t have. Listen along to hear seasoned advisors talk about these options and some basic red flags that keep them from being superior to academic investing. 

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call. 

Chasing Returns and Headlines: Two-Sided Trap of the Industry

Paul and Evan chat about two common traps the industry wants you to fall into to keep you buying and selling products and listening to their advice. Listen along as these two advisors explain how ubiquitous chasing returns has become and why it goes against the basic tenets of investing. Later, they explain why financial news media twists headlines into a story about when to buy and sell instead of a story about market efficiency.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call. 

Senate Moves To Regulate Stablecoin. Does This Change Paul’s Crypto Position?

Today, Paul talks with Evan and Dan about the federal regulation of stablecoin, affecting cryptocurrencies and other digital assets. Listen along as these advisors explain the pros and cons of the new digital currencies and assets, and whether Congress's interest in these makes them more legitimate. Paul shares his opinion about the trading markets of these assets and where this news could change his position on cryptocurrencies.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call. 

Tax Changes in 2025: Big Beautiful Bills and Capital Gains Exemptions for Property

Today, Evan shares his perspective on the changes happening to the tax code in 2025. Evan and Paul talk about how tax policy could affect regular investors and the changes you might see in your tax situation this year or the next. 

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.