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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 17, 2021
May 17, 2021
13 min
This week, Congress is working on the Secure Act 2.0, which is enjoying bipartisan support. Paul and Anne talk about this retirement bill and how it would improve retirement planning for Americans—if it becomes law.
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 14, 2021
May 14, 2021
28 min
A great financial advisor can keep you from getting caught up in the latest craze, but the wrong advisor will just get you hooked on the excitement. The problem is studies show advisors aren't helping investors perform much better than investors going it alone. Paul and Anne talk about how you can check up on your advisor to see if they are making these mistakes with your money.
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 13, 2021
May 13, 2021
9 min
A new study reveals how the pandemic altered investors' retirement plans. What trends did the study show and what impact did the pandemic have on younger and older investors' financial futures? Paul and Jim talk about who got hit hardest by the pandemic and what we can learn from some of the early data.
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 12, 2021
May 12, 2021
18 min
Young investors are trying to retire as quickly as possible. They’re pursuing passive income streams and living on shoestring budgets to have enough money to retire in their 30s and 40s. Paul and Jim talk about this retirement strategy and why you might just get burned pursuing an aggressive retirement plan 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 11, 2021
May 11, 2021
30 min
What's the outlook for inflation in 2021? Paul answers a listener question: “With the US Treasury Department printing money all the time and the nation's debt climbing even higher, why hasn’t inflation accelerated?” Paul tackles this popular topic and explains why inflation is still low. But what would cause it to go up? Listen along to get a better understanding of the US economy, inflation and deflation, and some of the most common investment traps around inflation.
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 10, 2021
May 10, 2021
11 min
The Secure Act changed what you need to know about the Required Minimum Distributions (RMD) of your retirement accounts. Paul and Evan talk about the many exceptions for taking your RMDs, including some new ones you might not know about. Learn how to make a good plan for taking an income in retirement.
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 7, 2021
May 7, 2021
11 min
Paypal is now accepting bitcoin as payments, but there are strings attached. Paul and Anne look through PayPal terms of service and notice some pretty strange stuff. Hear about just how hard it's going to be to make these crypto currencies work for consumer spending.
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 6, 2021
May 6, 2021
12 min
Paul and his team answer listener questions. They tackle topics like capital gains taxes, Roth conversions, and rebalancing between different taxable accounts.
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 5, 2021
May 5, 2021
10 min
Paul answers a listener question about the value of the dollar. After hearing a financial celebrity claim the dollar's value is plummeting and crypto currencies’ values are rising, many people are confused about whether or not their money is safe in cash. Paul explains how misleading this can be and why you shouldn’t ditch cash.
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 4, 2021
May 4, 2021
30 min
Most Americans don’t have enough saved for emergencies, even small ones. A study shows that most investors would save for emergencies if their employer offered a program. So, why don’t we save enough for emergencies on our own? In this episode, Paul explains that we’re not the only person who gets hurt when we lack savings. Listen along to hear how to overcome the things that might be keeping you from being ready for unexpected expenses.
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.