The Investor Coaching Show with Paul Winkler

Getting Too Comfortable with Current Trends

Investors crave consistency. Paul talks about a surprising trend in Great Britain and why investors who are overweighted in large U.S. companies are going to be hurt when the past stops repeating itself. Later in the show, Paul talks about how the price of used cars has risen by 36% in Tennessee since the beginning of the pandemic.

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.

Taking an Income on Growth Stocks

History shows that distressed companies provide greater earnings potential. So when you’re looking to create a portfolio that will provide an income in the future, should you invest heavily in growth stocks or value stocks? This is the question Paul answers today on the show. Listen as Paul compares the returns of two portfolios: one that focuses on growth and one that is more broadly diversified. 

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.

Do You Trust the Government to Help Maximize Social Security Benefits?

The Social Security office is not here to give you planning advice, and it will be your responsibility to avoid mistakes and maximize your Social Security benefits in retirement. Today, Paul talks about an article from a finance professor who is frustrated that Americans are getting tricked and is working to expose common scams and scare tactics that could hurt your benefits in retirement. Later in the show, Paul talks about growth stocks and investors who are focused on short-term gains.

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 Buy Tesla Stock?

Some companies seem to attract investors and the media’s attention more than others. Over the last few weeks, Paul has been asked if he recommends investing in Tesla. Today, Paul answers the question and explains some of the risks of investing in individual companies that are easy to miss.

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.

Paying for College

Most people who pay for their children’s higher education do so before they retire. Today, Evan talks about how paying for college affects your financial plans and what kind of planning can be done. Listen along to hear about how 529s and non-qualified accounts affect financial aid and how to help you and your children plan for success in education and their careers.  

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.

How Much Should Asset Management Cost?

Paul and his team answer a listener who asks: How much should asset management fees be? Listen along as they dive into what services asset managers can provide and how much they can cost. Paul covers what you should watch for when you're looking at expenses in working with an advisor, and why working with a qualified advisor makes a difference.

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.

Past Performance and the Delta Variant

The market dropped this week and speculation about the Delta variant played a role. Today, Paul and his team discuss the article “Why Investors Can’t Kick the ‘Past Performance’ Habit” in the WSJ and why investors are quick to fall back into early pandemic habits. Listen along to hear how investors lose out when they look for simple explanations for market trends. Later in the episode, Paul explains why mutual fund companies’ asset allocations and market predictions don’t add up.

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.

Inflation in the News

Every day messages are bombarding people about inflation. Today, Paul talks about some recent news around inflation and why companies are one of the strongest protectors against it. Later in the show, Paul talks about an upcoming workshop on inheritances on August 19.

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.

How Much Did Babe Ruth Make in Today's Dollars?

In 1931, Babe Ruth made $80,000 playing baseball, but how much is that in today’s dollars? Today, Paul talks in depth about why it’s a challenge to translate that money into the goods and services we buy today and what we can learn about the future of our money. Later in the show, Paul explains some key features of living trusts and how they interact with other parts of a financial plan.

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.

Helping Widows Avoid Risk in Remarriage

A majority of married women will become widows at some point in their lives. Paul and Anne discuss why these women may experience a steep learning curve with their finances and how to avoid the traps that come from moving forward in life. Listen along as they share resources available to widows to avoid being in financial trouble. 

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.