The Investor Coaching Show with Paul Winkler
A Philosophy for Choosing Fund Companies

A Philosophy for Choosing Fund Companies

September 23, 2021

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. 

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Preparing for a Fulfilling Retirement (Part 2)

Preparing for a Fulfilling Retirement (Part 2)

September 22, 2021

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.

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Preparing for a Fulfilling Retirement (Part 1)

Preparing for a Fulfilling Retirement (Part 1)

September 21, 2021

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.

New Tax Proposals Being Brought Back Toward the Center

New Tax Proposals Being Brought Back Toward the Center

September 20, 2021

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.

Does the Bible Teach About Investing?

Does the Bible Teach About Investing?

September 17, 2021

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.

What Is a Living Trust?

What Is a Living Trust?

September 16, 2021

Today, Paul and Robert Pautienus explain what a living trust is, how it works, and why it may benefit your estate plan. Listen along to hear what happens when you put an IRA in a trust or will and when it’s a good idea to do so.  

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Looking Back at 9/11

Looking Back at 9/11

September 15, 2021

Join us for a special episode of “The Investor Coaching Show” recorded on the 20th anniversary of 9/11. Paul takes a moment to reflect about being in New York during the tragedy, the start of “The Investor Coaching Show” 20 years ago, and how Wall Street was affected by an attack so close to major stock exchanges.

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.

Estate Planning Mistakes: How to Protect Yourself

Estate Planning Mistakes: How to Protect Yourself

September 14, 2021

Paul invites Robert Pautienus, an estate attorney, back onto the show to talk about the most common estate planning mistakes. Listen along to hear how your plan gets executed under the law and how to understand different kinds of power of attorney. Later in the show, Paul and Robert work to demystify trusts and explain how they can fit into your estate plan.

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.

The Search for the Perfect Portfolio

The Search for the Perfect Portfolio

September 13, 2021

Paul and his team talk about five investing superstars coming together in search of the perfect portfolio. But these investors don’t exactly agree, which is problematic. Listen along as Paul and his team dive into the differences and to whom you should listen when developing your own investment philosophy. 

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.

Understand the Market’s Value

Understand the Market’s Value

September 10, 2021

A listener asks Paul what he thinks about the market’s high PE ratio. Is the market due for a drop? Paul describes the difference between forward earnings and past earnings. Paul and his team also cover an article about addictive investing and taking out loans to bet on the stock mispricings. Later, Paul and his team answer a listener who wants to know: Can I transfer my 401(k) into a new or old IRA and will I be taxed on it?

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.

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