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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

Apr 19, 2021
Where Do I Start Investing?
Apr 19, 2021
Apr 19, 2021
12 min
Today, Paul answers another listener question: What's the best platform to start investing? How do I recognize stock manipulation and avoid it? Paul breaks down what practices to avoid at all costs, how to purchase investments without paying unnecessary markups, and the best places to start investing. 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.

Apr 16, 2021
Stock Appreciation Rights as Income
Apr 16, 2021
Apr 16, 2021
15 min
Today, Paul answers a question from a listener: I am about to retire. I have social security benefits, retirement accounts, and Stock Appreciation Rights. How should I use the Stock Appreciation Rights in my plan to take an income? Listen along to hear Paul explain Stock Appreciation Rights and how taking them as income affects your income tax and social security benefits in retirement. 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.

Apr 15, 2021
Digital Currencies and Precious Metals
Apr 15, 2021
Apr 15, 2021
14 min
The media keeps telling investors that digital currencies and precious metals are solutions to common investor fears like market crashes and inflation. Today, Paul answers two listener questions on the topic. Listen along to hear the whole story and not just the side the financial media wants you to hear. 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.

Apr 14, 2021
Finding the Right Purpose for Your Money
Apr 14, 2021
Apr 14, 2021
20 min
Investing with purpose gives you the freedom to invest confidently, but you have to stay the course and avoid common investment traps. Today, Paul and Jim talk about how to avoid these traps, how purposeful planning affects your retirement, and how this kind of investing should shape your relationship with your financial planner. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Apr 13, 2021
Investing with Purpose
Apr 13, 2021
Apr 13, 2021
23 min
Most people will receive an unexpected sum of money in their life. Today, Paul and Jim give you the confidence you need to be ready for anything by addressing the cornerstone of your financial plan: investing with purpose. Listen along to hear why being wealthy is not only a bad financial plan, but leaves you vulnerable to bad investment products. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Apr 12, 2021
How to Think About Bitcoin
Apr 12, 2021
Apr 12, 2021
11 min
It wasn’t until recently that investors have been pushing to get cryptocurrencies into their portfolios. Today, Paul covers an article from one of his mentors called, “Tales from the Crypto: How to Think About Bitcoin”. Listen along to hear what kind of investment these cryptocurrencies are and how to avoid a common investing trap around commodities. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Apr 9, 2021
The Truth About Credit Cards
Apr 9, 2021
Apr 9, 2021
13 min
It is easier now than ever to borrow money for consumer purchases. Almost every business has its own credit card or financing option. Today, Paul and Arlene talk about credit cards and why they can ruin your financial goals, if you’re not careful. Listen along to hear the dangers of buying things on credit, how credit scores work and one possible benefit of putting your purchases on a credit card. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Apr 8, 2021
How Social Security Works (Day 3)
Apr 8, 2021
Apr 8, 2021
20 min
Join us for Day 3 of “How Social Security Works” on the Investor Coaching Show. Listen along as Paul answers common questions: How does social security work? Is the system solvent? How and when should you take benefits? Spend some time this week with the Investor Coach as he helps you make the most of your social security benefits. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Apr 7, 2021
How Social Security Works (Day 2)
Apr 7, 2021
Apr 7, 2021
19 min
Join us for Day 2 of “How Social Security Works” on the Investor Coaching Show. Listen along as Paul answers common questions: How does social security work? Is the system solvent? How and when should you take benefits? Spend some time this week with the Investor Coach as he helps you make the most of your social security benefits. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Apr 6, 2021
How Social Security Works (Day 1)
Apr 6, 2021
Apr 6, 2021
18 min
Over the next three days, Paul is going to be talking about the Social Security system. Listen along as Paul answers common questions: How does it work? Is the system solvent? How and when should you take benefits? Spend some time this week with the Investor Coach as he helps you make the most of your social security benefits. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.