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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

Jun 25, 2021
The Buffet Indicator
Jun 25, 2021
Jun 25, 2021
23 min
Today, a listener asks Paul about the Buffet Indicator and its ability to determine whether markets are over or underpriced. Listen along to learn about what the Buffet Indicator is and if it helps investors make the right investment decisions. Later in the show, Paul talks about a new trend where insurance companies are putting Bitcoin into 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.

Jun 24, 2021
Debunking Common Investor Fears
Jun 24, 2021
Jun 24, 2021
26 min
The Market comes crumbling down, China leverages our debt against us, and the government confiscates your IRA. Today, Paul and Michael debunk some of the most common fears investors have right now. Later in the show, Michael brings up a risky investment that is trapping younger 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.

Jun 23, 2021
Index-Fund Voting
Jun 23, 2021
Jun 23, 2021
26 min
The largest fund companies own much of corporate America and get voting rights. Today, Paul and Jim talk about a Morningstar article “3 Solutions for Index-Fund Voting,” which covers potential solutions as fund companies grow and own more shares. Listen along to hear how changes to these voting rights could affect the fund companies and what Paul thinks should happen.
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 22, 2021
Jun 22, 2021
29 min
Paul Winkler and Jim Wood answer a listener who asks: Did the stimulus money cause a short-term market increase? Listen along to hear why Paul is not concerned about an overpriced market and how this money affected the economy. Later in the show, Paul and Jim talk financial disclosures and why smart people do dumb things.
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 21, 2021
Staying on Track
Jun 21, 2021
Jun 21, 2021
17 min
Meme stocks, Crypto, and Non-fungible assets, oh my! There are plenty of trendy investment opportunities that investors get bombarded with every day. Today, Paul and Ira take a question from a listener who wants to know how much exposure the PWI portfolio has of Meme Stocks. Listen along to hear the answer and why it is crucial to have an investment coach in a world of flashy investment products that get 24-hour news coverage.
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 18, 2021
Looking at Thrift Savings Plan Funds
Jun 18, 2021
Jun 18, 2021
29 min
Paul and Ira break down the TSP Funds, how to understand them, how they’re performing, and how you should invest in them. Listen along to hear what common mistakes people make when investing in a Thrift Savings Plan and how to overcome them. Later in the episode, Paul talks about private investment vs. public investment.
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 17, 2021
Where Can I Grow My Money?
Jun 17, 2021
Jun 17, 2021
15 min
Today, Paul answers a listener’s question: Where would you put a large sum of money to ensure that it has good growth? Listen along to hear how Paul approaches this question and how to understand how time and risk factor into the question. Later in the show, Paul talks about a client who brought in an annuity and was trying to figure out what he could do with it.
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 16, 2021
Stop Calling Speculators Investors
Jun 16, 2021
Jun 16, 2021
29 min
The term investor gets thrown around all the time in the financial world. Paul and Ira talk about the difference between bettors, traders, and investors. Listen along to hear what an investor really is and common areas investors engage in speculation not investing without realizing it.
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 15, 2021
Jun 15, 2021
27 min
Paul covers an idea the media has been harping on lately: How Rich People Aren’t Paying Taxes. Listen along to hear how the media describes billionaires avoiding taxes, what is actually happening, and how policies designed to target the rich could hurt all investors. Later in the show, Paul talks about thirteen predictions from the past about the future that were dead wrong.
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 14, 2021
Two Social Security Trends to Watch
Jun 14, 2021
Jun 14, 2021
12 min
Paul talks about an article which highlights social security trends after COVID. Listen along to hear how the time you file has a major impact on the amount of benefit you receive and why fear of social security going away leads investors to make hasty decisions. Later in the show, Paul talks about an upcoming webinar called: 4 Keys to Retirement Tax Planning.
Have a puzzling investing question? A complicated financial issue? Want to try and stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.