The Investor Coaching Show with Paul Winkler

Considering Roth IRA Contributions

The Investment Company Institute (ICI) finds that only 12% of people who fund 401(k)s also make Roth IRA contributions. Today, Paul and his team talk about why funding a Roth IRA is a powerful tool in your investment future. Listen along to hear how these accounts can be used to create advantages in retirement, even if tax law changes. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Can You Use Two Investment Companies?

Paul has seen more clients wanting to put half of their money with one company and half of their money with another to compare portfolios. To most investors, that seems like a smart idea. It gives you an opportunity to see how each portfolio will perform. Today, Paul explains how it’s a recipe for judging a portfolio based on past performance, marketing timing, and how it can hurt instead of help your investments. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Your Brain Is Hardwired to Make Investment Mistakes

As we learn more about the human brain, we discover that most of the work of decision-making happens with us realizing it. Today, Paul talks about the kinds of shortcuts our brains make and how companies take advantage of them. Listen along to how you catch when someone is trying to take advantage of you and how to protect your investments from your own stinkin’ thinking. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

What Happens When You Put Money First

Everyone knows that money can’t buy you happiness, but it’s easy to think we need more of it before we can start living the life we’ve always dreamed of. Today, Paul and his team talk about why we think money will help us achieve personal fulfillment and what happens when you put money first. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

NFT Crypto: What Are Non-Fungible Tokens (NFTs)?

There is a new investment grabbing everyone's attention called: Non-Fungible Tokens (NFTs).  It’s made with the same technology that cryptocurrencies are made with, but it’s not currency. It’s a token and it can be attached to any piece of art, video, or tweet. It turns almost anything on the internet into a collectable that can be tracked and resold. Just this week someone paid $69 million for a piece of digital art. Today, Paul and his team talk about this new craze and why millions of people are buying, selling, and creating NFTs. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

What to Know Before Getting into Real Estate

Are you thinking about using real estate as a part of your retirement strategy? Today, Paul encourages you to be informed about the advantages and disadvantages of real estate before you make your decision, not after you’ve purchased property. Listen along to hear Paul explain what it really looks like taking an income from real estate properties and what the hidden risks are. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Small Business with Dean Diehl (Part 2)

There are two phases of life: the first is when you work for money, and the second is when money works for you. We talk a lot about the second one, but today Dean Diehl, the Dean of the Graduate School at Trevveca, joins Paul for a 2-part interview about small businesses. Listen along to learn about owning a business, marketing a business, and why small businesses are so important to the economy. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Small Business with Dean Diehl (Part 1)

There are two phases of life: the first is when you work for money, and the second is when money works for you. We talk a lot about the second one, but today Dean Diehl, the Dean of the Graduate School at Trevveca, joins Paul for a 2-part interview about small businesses. Listen along to learn about owning a business, marketing a business, and why small businesses are so important to the economy. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Choosing an Investment Mix

It’s important to understand what your financial goals are before you choose an investment mix. Today, Paul covers some material from a workshop this week and explains the general rules of choosing what should be in your portfolio. Paul covers topics like age, stock/bond mix, and creating a portfolio you can take an income on while avoiding taking risks you’re not getting paid to take. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Is It Worth Investing in a 401(k)?

The 401(k) is a popular plan for retirement savings for a lot of good reasons. Today, Paul shares some information from a workshop he taught this week about 401(k) plans, what they are, and how they are designed to help you have money when you don’t have income. If you are new to investing or putting a hold on your retirement savings to invest in something else, listen along to hear why you should invest in a 401(k). For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.