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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Jul 23, 2021
Jul 23, 2021
25 min
One of the world’s largest stock trading platforms has filed for an IPO this month. Paul and Anne talk about the financial disclosures that Robinhood has provided and what they reveal about how this “free” trading platform is making its money. Later in the show, they talk about how some insurers use a customer’s biases to sell them annuities.
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.
Jul 22, 2021
Jul 22, 2021
18 min
Today, Anne and Paul talk about a growing trend of the ultrawealthy to forgo leaving assets to their children and family. Listen along to hear what the wealthiest people in the world have learned about achievement, fulfillment, and wealth. Later in the show, Paul and Anne talk about the article “If I Can Trade for Free, Why Do I Need You?” from ThinkAdvisor.
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.
Jul 21, 2021
Jul 21, 2021
18 min
Every year, Schwab does a study to determine the amount of money people think they need to be wealthy. Paul and Anne discuss what contributes to the idea of wealth and how the amount of money people think they need to be wealthy dropped in 2021 by $700,000. Later in the show, Paul brings up how Bitcoin affects the level of risk in a retirement portfolio.
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.
Jul 20, 2021
Jul 20, 2021
41 min
Paul shares the two philosophies behind all investing decisions. Everyone adopts one of these philosophies, but most people don’t know which one they hold. In this episode, Paul walks you through the most common myths of investing and how to choose an investing philosophy you can stick with for life.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Jul 19, 2021
Jul 19, 2021
29 min
After spending a lifetime saving, many families have to consider how to pass along their wealth to the next generation. Today, Paul talks about preparing your heirs and why this topic often gets overlooked in the estate planning process. Listen along to hear some questions you can ask your kids to help them have a better relationship with money.
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.
Jul 16, 2021
Jul 16, 2021
21 min
Today, Paul invites Vince Wilcox, assistant professor and director of the music business program at Trevecca, to talk about an industry that affects everyone in Music City. Listen to the second half of this 2-part interview as they talk about Vince’s book How to Make a Living in the Music Business as well as the music industry programs at Trevecca.
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.
Jul 15, 2021
Jul 15, 2021
21 min
Today, Paul invites Vince Wilcox, assistant professor and director of the music business program at Trevecca, to talk about an industry that affects everyone in Music City. Listen to the first segment of this 2-part interview as they talk about Vince’s career in the music industry, changes in the industry, and how businesses are adapting to a changing world.
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.
Jul 14, 2021
Jul 14, 2021
18 min
Today, Paul and Jim talk about all things related to 401(k)s. With 20-plus years of looking at retirement accounts and helping investors, Paul and Jim explore how to set goals for your retirement and what can derail your plan. Listen along to hear benefits that are unique to 401(k)s and why you should consider investing.
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.
Jul 12, 2021
Jul 12, 2021
23 min
Paul and Jim answer the question of a listener who wants to know more about the funds in their 401(k) plan. They explain the options fund companies have for investors and how they handle some of the most common funds, such as target date funds. Listen along to how Paul tries to maneuver these funds to create a more diverse portfolio.
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.
Jul 12, 2021
Jul 12, 2021
21 min
Paul finds an article that reveals a common investment trap: greed. Greed drives investors to chase returns and make bad decisions. A survey of 750 investors shows investors expect to make returns above 17%. Paul and Evan talk about why having realistic expectations is crucial to investment success. Later in the episode, Paul and Evan share some of the worst market crash predictions they've seen in the last month.
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.