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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
May 31, 2021
May 31, 2021
20 min
The real estate market is a tough place to buy a house right now. Houses are being sold above asking price, without an inspection, and in cash. Today, Paul and Jim talk about the pros and cons of the question: Should you liquidate a stock portfolio to buy a home in cash? If you’re not looking to buy a home, listen along to hear the pros and cons of homeowners paying off their homes faster or investing for the future.
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.
May 28, 2021
May 28, 2021
12 min
Paul and his team find an article in the WSJ that claims stock prices start to suffer at 4% inflation. Listen along as Paul talks about how the market fared during double digit inflation in the 70s and 80s and how an educated investor views articles like this one.
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.
May 27, 2021
May 27, 2021
11 min
When is the best time of year to take your RMD? Paul answers a question from Courtney, who asks about the main considerations for deciding when to take an RMD. Does it matter if the market is up or down?
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.
May 26, 2021
May 26, 2021
20 min
Studies are showing that most investors are not getting better returns from working with an advisor. This has led to a major DIY investment industry. Today, Paul and Ira discuss how the investment industry makes you feel you're investing on your own, even when you are not. Listen along to hear why being an educated investor is the key to not taking too much risk.
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.
May 25, 2021
May 25, 2021
19 min
If money doesn’t buy happiness, then why save it? Today, Paul and Ira talk about where happiness comes from and how money fits into the equation. Listen along to gain some insight why finding contentment outside of your bank account makes you a better investor.
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.
May 24, 2021
May 24, 2021
18 min
Demand for products keeps going up, and as long as people are interested in buying them, companies won’t be afraid to raise their prices. Today, Paul and his team talk about how companies and consumers are behaving in a world where people are ready to get out and spend their money. Listen along to hear what factors are driving up prices.
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.
May 21, 2021
May 21, 2021
14 min
New studies about the effects of credit cards are coming out, and they are giving us valuable information about this financial product. Listen along to hear what these studies are finding and about how credit cards affect your brain and bank account.
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.
May 20, 2021
May 20, 2021
15 min
There are many ways our brains work against us in investing. One is by thinking that more is always better. Today, Paul and his team talk about the mistakes investors make when they keep adding things to their investments and strategies. Listen along to hear the team talk about when the idea of more gets in the way of investment success.
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.
May 19, 2021
May 19, 2021
17 min
Women have unique retirement challenges. They live longer and have less Social Security benefits. The COVID-19 pandemic only made things more complex by forcing kids to stay home and hitting women dominated business sectors such as education, hospitality and service. Today, Paul and Anne talk about these issues and how they influence the planning process.
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.
May 18, 2021
May 18, 2021
25 min
There are plenty of things investors need to be worried about, but today, Paul and Anne bring some peace into the investment process by giving you permission to stop worrying about these 10 things. Listen along to get some clarity about what really matters in investing and what is only going to cause stress and anxiety.
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.