The Investor Coaching Show with Paul Winkler

Market Update: December 2021

Paul gives a market update as we close out 2021 together. Listen along as Paul gets into Black Friday and end-of-the-year consumer habits, an unexpected 2% drop in the market, inflation, and how market volatility affects investors. Later in the show, Paul shares a cautionary tale of a couple who got slapped with a huge tax bill after stretching the limits of their IRA.

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Inflation and the Classic Car Hedge

Paul is constantly answering these two questions for investors: What counts as an investment? And which assets can help me beat inflation? Today, Paul talks about antique cars as an investment vehicle (pun intended). Listen along to hear how different cars have gone up and down in value over the decades versus different types of investment assets. Don’t miss some great stories about some of the most famous antique cars. Later in the episode, hear how annuity providers preach safety, but they take more risks. 

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Two Assets You Can’t Count on for Income

Paul shares two assets that he’s seen people struggle to rely on in retirement: their businesses and their homes. Listen along to hear of the forces that can change your plans if you hope to sell your business or downsize your home to make retirement easier and how to be better prepared. 

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You Must Consider Your Purpose for Money

Money is just a tool to express what matters most to you. So what matters more than money itself? Today, Paul doesn’t shy away from deep questions about life and purpose. Listen along to hear why making a financial plan starts with understanding your true purpose for money. Later in the episode, Paul talks about ongoing goals and year-end housekeeping.

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The Key to Happiness and Health

The holidays are upon us, and they are often a stressful or discouraging time for many with family stress and shorter days. Today, Paul shares a study from Harvard Health about thankfulness. Listen along to hear how academicians researched what happens to those who are asked to practice gratitude versus those who are asked to focus on their hardships. Later in the episode, Evan reminds investors to seek out information about vesting in 401(k)s. 

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Jerome Powell: Inflation, Interest Rates, and Employment

This week President Biden announced his nomination of Jerome Powell to serve another term as Fed chair. Today, Paul shares why the media gets it wrong when they oversimplify the causes of inflation and quickly politicize the Federal Reserve System. Listen along to gain some insight into interest rates, inflation, employment, and the reappointment of Powell as Fed chair. Later in the episode, Paul shares a hot fund that went cold. 

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The Missing Value and Security of Cryptocurrencies

The dollar has held a monopoly in the U.S. for hundreds of years, and everyone has benefited. The state backs the dollar, it has no competition, and its value is well understood. Today, Paul talks about what is deeply troubling about cryptocurrency and what happens when you have a currency that has no enforcement body and is subject to a wildly unpredictable currency market.

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Elon Musk Sells $8.8 Billion Worth of Tesla Stock

This week, Elon Musk sold 8 million shares of Tesla for $8.8 billion, driving the shares price down 7%. Today, a listener asks the Investor Coach: “Why would he do this? What is his tax exposure? Was this a smart move?” Listen along to hear how CEOs get paid, the details of the Elon Musk story, and why he made this move. Later in the episode, Paul explains how low fee companies hide their fees from investors.

An Investment Lesson From the Rittenhouse Trial

Many stories were in the news this past week, but the trial of Kyle Rittenhouse overshadowed them all. Paul relates this to investing by diving into topics such as narrative bias, decision making, and why the brain overlooks or rejects facts to try to make complicated situations simpler. Listen along to hear why we usually decide with our emotions and then justify our decisions. This can hurt not only in the court of public opinion, but also in your investments. Later in the episode, Paul talks about issues retirees can have finding their “forever” home. 

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Fundamentals of Investing (Part 2)

Join Paul in a two-part episode as he walks through the fundamentals of investing. Grab a pen and paper as Paul asks you to write out what you know about investing and to reevaluate if it’s true or the result of incessant marketing tactics. Listen along as the Investor Coach unpacks decades of investment trends and messaging and helps you find a path forward where you can tune out the noise. 

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