The Investor Coaching Show with Paul Winkler
Arbitrating with Your Financial Advisor or Firm

Arbitrating with Your Financial Advisor or Firm

September 25, 2020

When you sign an agreement with your financial advisor or firm, you’re signing an arbitration agreement. How can you protect yourself when you suspect that the advisor is not acting in your best interest? In today’s episode, Paul and his team talk about what arbitration is, why you would need to go through the process with your firm, and some interesting examples of investors who had to arbitrate.For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

How Do You Make Financial Planning Projections?

How Do You Make Financial Planning Projections?

September 24, 2020

When someone is truly helping you make a financial plan, they are doing more than just spitting out a bunch of numbers and saying,  “Here’s how much you should save and here’s how much you are going to have.” In today’s episode, Paul and Jim explain why these planning techniques plague the planning industry. They also help you see the complexities that make a financial plan work. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Is Everything Getting Better or Worse?

Is Everything Getting Better or Worse?

September 23, 2020

On today’s episode, Paul and his team talk through a book called 10 Global Trends Every Smart Person Should Know. They learn that most key issues have improved over the past hundreds of years, including hunger, poverty, stability in government and GDP. However, they also learn that most people think the world is getting worse, not better. Paul takes a moment to explain that this negative perspective leads people away from international markets—the exact place where all these positive trends are taking place. 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 is true Financial Planning?

What is true Financial Planning?

September 23, 2020

When someone is truly helping you make a financial plan, they are doing more than just spitting out a bunch of numbers and saying,  “Here’s how much you should save and here’s how much you are going to have.” In today’s episode, Paul and Jim explain why these planning techniques plague the planning industry. They also help you see the complexities that make a financial plan work. 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 Snowflake can teach us about IPOs

What Snowflake can teach us about IPOs

September 22, 2020

Just last week, Snowflake Inc. turned heads after it’s Initial Public Offering more than doubled on it’s first day. Paul invites Jim Wood on the show today to talk about how IPOs generally fare over their first year, and Paul shares why he thinks investing in funds that engage with IPOs are not a good idea. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

A Lesson from Tesla being left Out

A Lesson from Tesla being left Out

September 21, 2020

Tesla was left out of the S&P 500. Paul and his team take this opportunity to talk about what this means for their investors and why no single individual stock or investment is safe from volatility. Listen along to find out more.

 

Upcoming Webinar

For individuals and families with special needs, having a financial plan that addresses those needs is crucial. So sign-up for our webinar, “Special needs families require specialized planning” here: https://www.paulwinkler.com/webinar/

The Habits That Create Financial Confidence

The Habits That Create Financial Confidence

September 21, 2020

What is the difference between people who are able to relax about money in retirement and those who can’t? In today’s episode, Paul and his team talk about an article that covers the habits of people who just can’t seem to save for retirement. Listen along to hear more about developing the habits and perspectives that create financial confidence.

Upcoming Webinar

For individuals and families with special needs, having a financial plan that addresses those needs is crucial. So sign-up for our webinar, “Special needs families require specialized planning” here: https://www.paulwinkler.com/webinar/

 

President Trump’s Social Security Proposal

President Trump’s Social Security Proposal

September 21, 2020

President Trump has proposed a dramatic change in how social security is financed. This would involve funding social security with income taxes instead of payroll taxes. Without trying to make predictions about the future, Paul and his team talk about the implications of a fundamental shift like this, what the issues and opportunities of this concept are, and whether or not this could engage both sides of the issue in conversation.

 

Upcoming Webinar

For individuals and families with special needs, having a financial plan that addresses those needs is crucial. So sign-up for our webinar, “Special needs families require specialized planning” here: https://www.paulwinkler.com/webinar/

Choosing a Financial Advisor

Choosing a Financial Advisor

September 16, 2020

In the United States, very few investment advisors are actually Certified Financial Planners, whereas, other countries require the equivalent education as the lowest standard for giving financial advice. Today, Paul and his team explain why an advisor’s education experience is directly correlated to what kind of help they can actually offer you and what you should expect from someone you are trusting with your investments.

 

Upcoming Webinar

For individuals and families with special needs, having a financial plan that addresses those needs is crucial. So sign-up for our webinar, “Special needs families require specialized planning” here: https://www.paulwinkler.com/webinar/

The Problem with Risk Tolerance in Investing

The Problem with Risk Tolerance in Investing

September 16, 2020

Have you ever been asked by a financial planner to fill out a risk tolerance questionnaire? In today’s episode, Paul spends some time explaining the nuances of risk tolerance, how it’s usually measured inaccurately, and what an investor needs to keep in mind to make more informed decisions about risk and return.

 

Upcoming Webinar

For individuals and families with special needs, having a financial plan that addresses those needs is crucial. So sign-up for our webinar, “Special needs families require specialized planning” here: https://www.paulwinkler.com/webinar/

 

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