The Investor Coaching Show with Paul Winkler

Wall Street Is Not Your Friend

Paul and Anne talk about how the investment industry is trying to get ahead of what investors want. It’s a great way to make money, but is it good for investors? Listen along to hear about what happens to portfolios when people get their focus wrong. 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.

Bitcoin’s Rough Week

In just a few short hours, Bitcoin investors lost $22 billion this week. Paul and his team talk about the bad trading practices happening around Bitcoin and how some lost a staggering amount this week. Listen along to hear how investors are fairing as they ride the cryptocurrency roller coaster. 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.

Retirement Pitfalls

While following your roadmap to retirement, there are some common obstacles that can keep you from reaching your destination. Over the next few episodes, Paul gets down to the basics to help you get where you're going and see the common retirement pitfalls before you run into them. 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.

These Are Going to Hurt Your Retirement Plan

While following your roadmap to retirement, there are some common obstacles that can keep you from reaching your destination. Over the next few episodes, Paul gets down to the basics to help you get where you're going and see the common retirement pitfalls—before you run into them. 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.

President Biden’s New Capital Gains Tax Proposal

Take a look at President Biden’s tax proposal, which includes almost doubled capital gains tax for some Americans. Paul and the team help explain how these taxes affect investors, property sales, and planners. Listen along to hear Paul and his team’s strategy to avoid these taxes and reduce cost for investors. 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.

Don't Be Caught Flying Blind with Your Investments

The investment industry provides so many ways to rate and measure investments. If you're using these to choose which investments are right for you, you're likely making risky decisions. Today, Paul talks about how these investment instruments work, why they are problematic, and how to avoid flying blind with your investments. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Home Improvements

Businesses do some remarkable things as the world changes around them. Today, Paul and Anne talk about robot lawn mowers, rising lumber costs, and how the last year might shake up industries in ways we never expected. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Handling Property in Your Estate Plan

Today Paul answers a listener question who asks: My father is 81 years old and wants me to inherit some property he owns. How do we create an estate plan where we avoid unnecessary taxes? Listen along to hear Paul talk about the difference between a quitclaim vs. trusts, taking advantage of step up in basis, and how to navigate the taxes around property and property sales. If you have a question and want to ask the Investor Coach, you can go to our website and submit it at paulwinkler.com/question.

The Best Time to Recieve Social Security Payments

Today, Paul gets asked: Why should I wait until 70 to receive my social security payments? Paul talks about the nuances of finding a breakeven in payments and how to find the optimal age to take benefits. Listen along to hear what factors into taking payments, when it's safer to wait, and when it’s better to take benefits. If you have a question and want to ask the Investor Coach, you can go to our website and submit it at paulwinkler.com/question.

Are Stocks Overvalued Right Now?

It’s dangerous to own stocks that are overpriced because inevitably the price is going to have to come back down. Are most stocks overpriced right now? Should you be wary about having your money in the market? Today, Paul and Jim break down the data to see if stocks are overpriced, which are overpriced, and what you need to know. If you have a question and want to ask the Investor Coach, you can go to our website and submit it at paulwinkler.com/question.