The Investor Coaching Show with Paul Winkler

Social Security Confusion: How To Use It and How To Fix It

Today, Paul dives into one of the most misunderstood aspects of financial planning: Social Security. Almost no one Paul talks to fully understands how it was formed, what the problems are, and how to make the most of yours when you retire. Listen along to hear a seasoned advisor break down the most common misconceptions and give you a crash course on the most important components of this government program.

 

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

Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 2)

Paul just happened to take the week off at the same time Congress decided to pass one of the largest pieces of tax legislation in recent history. Listen along as Paul jumps straight into this new law and why it will change the future of tax preparation and retirement planning for Americans. Paul covers topics like the standard deduction, child tax credit, bonus deductions for people over 65, new write-offs, Trump Accounts, and what happens with all the debt this bill creates.

 

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

Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 1)

Paul just happened to take the week off at the same time Congress decided to pass one of the largest pieces of tax legislation in recent history. Listen along as Paul jumps straight into this new law and why it will change the future of tax preparation and retirement planning for Americans. Paul covers topics like the standard deduction, child tax credit, bonus deductions for people over 65, new write-offs, Trump Accounts, and what happens with all the debt this bill creates.

 

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

Try To Avoid These Financial Planning Mistakes

Today, Evan, Jonathan, and James talk about some of the most common financial missteps that keep people from being able to retire when they want to or have the kind of income they need later in life. Listen along as these advisors cover topics like taking advantage of your company match, medical expenses, saving for your kids' college, and insurance. 

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

One in Four Working Americans Will Need This Insurance Before They Retire

Evan, Jonathan, and James open with a discussion about the declining rates in disability insurance. It seems that more Americans believe they will never encounter a medical situation that prevents them from working for a year or more before they retire. Evan warns that disability insurance is statistically one of the best insurances you can have and is designed to protect your income during your working years. Listen along as these advisors explain some of the nuances of this insurance, why insurance companies don’t usually cover 100% of your income, and what to do if your employer doesn’t offer this coverage as a benefit.

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

Middle East at the Brink of War and Markets Go Up?

Paul shares why even if you had a crystal ball and could see future news events before they happened, it wouldn’t make market timing any easier. After a week of Israel, Iran, and the U.S. being on the verge of military conflict, markets have seen an influx of money come in from everyday investors. Paul shares a few clips from financial pundits this week who admit they would not have predicted this outcome in markets even if they had heard the news days before it happened. 

 

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

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.