The Investor Coaching Show with Paul Winkler

Considering Becoming an Advisor?

Paul answers a listener who asked: “If I want to be an advisor and don’t want to fall into the common traps, how do I get started?” Paul explains that the answer also will help people understand how to find a good advisor. Later in the episode, Paul also shares some theorists who have helped him build his investment philosophy. 

Have a puzzling investing question? A complicated financial issue? Want to try to stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.

Searching for the Best-Performing Mutual Fund

Paul discusses an article about a mutual fund that claims to be outperforming everything else. Companies know that investors want the best products available and use it to their advantage. Listen along as Paul and Evan dig into the tactics that companies use to sell you on the “best” funds or strategies and how to avoid them. Later in the episode, Evan shares a strange Facebook investment ad. 

Have a puzzling investing question? A complicated financial issue? Want to try to stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.

Impulsive Investing Decisions

Paul discusses a study that shows how DIY investors openly admit to investing while intoxicated as well as crying because of past investment decisions. Paul and Evan talk about how educated advisors can help investors avoid impulsive investing. Later in the show, Paul talks about a misleading practice that allows robo-investors to make money for their services. 

Have a puzzling investing question? A complicated financial issue? Want to try to stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.

Is Indexed Universal Life a Good Investment?

Indexed Universal Life (IUL) contracts have made insurance companies more money than any other product over the last decade. This product gets sold not only as life insurance but as a way to accumulate wealth for retirement. Today, Paul and Evan explain why universal life insurance doesn’t work as an accumulation vehicle and the risks the insurance companies don’t tell you about. Later in the show, Paul talks about the Choose Medicare Act bill.

Have a puzzling investing question? A complicated financial issue? Want to try to stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.

You've Retired. Do You Need to Worry About Your Asset Mix?

As you start your retirement, you may have different kinds of investments from which to take an income that will last the rest of your life. Today, Paul covers an article in the Wall Street Journal called “What’s the Ideal Asset Mix in Retirement?” Listen to hear how the specific investments you have will affect your asset mix in retirement. Later in the show, Paul talks about an interesting real estate development.

You’ve inherited money—now what? We will cover the tax implications of inheriting money, tax-saving strategies, and how to choose an investment mix for your money. Sign up here: www.paulwinkler.com/inheritance.

Should You Invest a Lump Sum or a Little at a Time?

Today, Paul answers a listener’s questions about dollar cost averaging: If the market is up, is it a bad idea to invest a large sum? Should I just put a little in at a time? Paul helps us understand the reasons you should invest and how to avoid a common investment trap around this topic: market timing. Later in the show, Paul talks about asset mixes. 

You’ve inherited money—now what? We will cover the tax implications of inheriting money, tax-saving strategies, and how to choose an investment mix for your money. Sign up here: www.paulwinkler.com/inheritance.

Advisors Need to Be Educators

Today, Paul and his team share stories over the years where investors suffered because advisors either didn’t have the right education, or they chose not to educate investors. Listen to hear why it’s important to work with an advisor who wants you to make educated decisions. Later in the show, they discuss how busyness doesn’t help your financial plans or your quality of life.

You’ve inherited money—now what? We will cover the tax implications of inheriting money, tax-saving strategies, and how to choose an investment mix for your money. Sign up here: www.paulwinkler.com/inheritance.

Are Structured Notes Conservative Investments?

Paul and his team explain structured notes as an alternative investment. Investment companies offer these as a way to diversify your portfolio and enjoy returns without full market risk. Listen along to hear how these investments work and whether they hurt or help your portfolio.

You’ve inherited money—now what? We will cover the tax implications of inheriting money, tax-saving strategies, and how to choose an investment mix for your money. Sign up here: www.paulwinkler.com/inheritance.

Inherited IRAs

In 2019, the rules around inherited IRAs changed, and Paul commonly gets questions about them from confused investors. Today, Paul covers strategies with inherited IRAs and how some of the stretch features have changed. Later in the show, Paul and his team talk about meme stock managers.

You’ve inherited money—now what? We will cover the tax implications of inheriting money, tax-saving strategies, and how to choose an investment mix for your money. Sign up here: www.paulwinkler.com/inheritance.

New Retirement Bills to Watch This Year

There is a great chance that retirement laws will be different by the time you retire. Paul covers a ThinkAdvisor article titled “8 Retirement Planning Bills to Watch in 2021.” Listen along to hear which bills Paul thinks are most likely to gain traction or be helpful to investors. Later in the show, Paul talks about understanding capital gains tax to keep it from messing up your retirement plan.

You’ve inherited money—now what? We will cover the tax implications of inheriting money, tax-saving strategies, and how to choose an investment mix for your money. Sign up here: www.paulwinkler.com/inheritance.