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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.
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 9, 2021
Trusting Big Investment Firms
Jul 9, 2021
Jul 9, 2021
25 min
Bigger is not always better in the investment world, but investors often feel that the big investment companies are more trustworthy. Paul and Evan talk about the risk that large investment firms take on when they overweight their products with large US tech companies. When the technology industry changes, not only will investors hurt but also the companies who did not properly diversify. Later in the show, Paul talks about a $70 million penalty Robinhood will pay to investors.
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 8, 2021
Understanding Real Estate Funds
Jul 8, 2021
Jul 8, 2021
17 min
Investors get sold on real estate funds because their performance isn’t attached to stock or bond prices. Today, Paul and Evan explain why real estate funds are less diversified than it seems, and why it’s important to understand their liquidity. Later in the show, Paul and Evan talk about the impressive wealth of the baby boomer generation and how it's going to be passed down through inheritances.
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 7, 2021
Jul 7, 2021
11 min
People have been watching in 2021 as lumber prices continue to soar—causing interest and speculation in the investment and real estate industries. Paul and Evan talk about what happened to lumber prices in June and why it’s relevant to all investors. Listen along to hear about how this could affect mortgage rates, real estate inventory, and why commodities differ from equities.
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 7, 2021
The Future of ESG Investment
Jul 7, 2021
Jul 7, 2021
17 min
A recent study places ESG investments in the hot seat. Paul and Evan share why ESG investments, where one in four investment dollars are being spent now, are much riskier than they seem, plus other surprising data from an Advisor Perspectives article called, “The Sobering News for Private ESG Impact Investments.” Listen along to learn why it can be dangerous to invest in products that are in high demand.
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 5, 2021
Jul 5, 2021
18 min
Paul covers a recent study on the most common scams and which age group is most likely to be affected. You might be surprised to know that people over the age of 70 are not the most likely to be scammed. Listen along to hear how to avoid being taken advantage of by people who want to steal your identity or your 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 2, 2021
Jul 2, 2021
27 min
Younger investors are avoiding investing in the stock market altogether. Seasoned investors are falling into common investment traps. Today, Paul talks about why smart people struggle to make good investment decisions. Later in the show, Paul talks about asset managers betting on Bitcoin prices.
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 1, 2021
Are Companies Playing on a Hot Social Trend?
Jul 1, 2021
Jul 1, 2021
28 min
Large companies are used to being attacked for unethical labor practices, products that harm consumer’s health, and limiting healthy competition with other business. Recently, many of these companies have openly supported hot social issues like climate change and social injustice movements. With the rise of ESG investing, Paul talks about an article in the WSJ that asks, “Are all these companies trying to make the world a better place or are they playing these social trends to stay in business?”
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.

Jun 30, 2021
Is the S&P 500 P/E Too High?
Jun 30, 2021
Jun 30, 2021
15 min
Paul answers a tricky question from a listener who wants to know if the P/E ratio is too high on the S&P 500 right now. Listen along as Paul discusses the difference between current and future P/E ratio and it’s important to know which one you are looking at. Later in the show, Paul talks Value finally beating Growth.
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.

Jun 29, 2021
The Fed Considers Digital Dollars
Jun 29, 2021
Jun 29, 2021
27 min
All other digital currencies beware! Today, Paul talks about the Fed considering a digital dollar. Listen along to hear how this would affect consumers and banks, but could also be a huge problem for digital currencies traders. Later in the episode, Paul covers an interesting twist regarding inflation.
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.

Jun 28, 2021
Can You Trust a Fiduciary?
Jun 28, 2021
Jun 28, 2021
18 min
Paul finds an article called “The Misguided Faith in the Fiduciary Standard” from Advisor Perspectives that agrees with something he’s been saying for years: that the fiduciary standard is not enough and allows for practices that don’t serve investors. Listen along to hear the problematic practices that have been perpetuated in the advisor community and why it’s important to be educated about 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.