The Investor Coaching Show with Paul Winkler

Is Cash King?

After a runoff election this week, the picture is clearer on what could happen in the next few years in the world of politics. Paul spends today’s episode talking about why politics makes people want to get out of the stock market, where they can go, and how changes in our nation's leadership have affected markets over the last 100 years. 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 Bitcoin Just the Beginning?

The price of Bitcoin is going up again. Today, Paul talks about a WSJ Article called “Why Central Banks Want to Create Their Own Digital Currencies Like Bitcoin”. Listen along to hear what Bitcoin’s total value is, why younger investors are so attracted to it, and what you need to know about it before you invest. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Thinking About the Glory Days

It’s a new year and Paul finds a timely essay in the WSJ called “Why We Can’t Stop Longing for the Good Old Days”. Most people think the world is worse now than it was 50 years ago. After all of the innovations that increase our quality of life, Paul talks about what causes people to long for the “Good Old Days” and how these ideas are the same things that cause confusion in investors. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Two Important Investing Concepts

Sometimes what you really need is a financial professional to stop and explain the nuances of the investment world. Today, Paul covers two topics that will help the average investor become a more educated investor. Listen along to hear a risk that could kill your portfolio and a concept that investors seem to struggle with. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

New Year’s Resolutions and SMART Goals

Some people love them. Some people think they are a waste of time. Today, Paul talks with his team about some of his family's New Year’s traditions and why it is important to learn, grow, and plan for a better future—personally and financially. Listen along to hear Paul talk about how drumming has helped him become a planner and get some great ideas that may make a difference as you start a new year. 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 I Learned in 2020

It’s always a good idea to look back and reflect on what you learned in a year, but what you don’t want is your financial planner telling you what they learned with your money this year. Today, Paul, Anne, and Arlene talk about why it was so important to have a skilled planner this year and some predictions the financial industry made about 2020 that were downright laughable. 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 is a Variable Annuity?

Insurance companies are getting smarter about what products they offer. Today, Paul talks about a product he’s starting to see more of lately: the variable annuity. Is this actually a smart and sound investment product, or are they just doing more of the same? Listen along to learn some important details about variable annuities. 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 is Greenwashing?

Greenwashing is an interest in sustainable investing. More specifically, it’s investing in ESG funds. Today, Paul talks about why this is more of a sales tool for fund companies than it is a great idea for investors. Listen along to gain some insight about the kinds of products that are designed to sound better than they perform. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Do You Have Money in Target Date Funds?

There is a disturbing trend of investors putting almost all their retirement money into target date funds. And it might just be because investors are chasing returns. Today on the show, Paul does a deep dive on the troublesome nature of these funds and explains that the management fees aren’t even the biggest issues with them. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

When Are Rich People Going to Fix America?

This week Paul finds a Yahoo Finance article called “Here’s How Rich People Can Help Fix America.” The media won’t stop saying that the best way to fix income inequality is to force the wealthiest Americans to return profits. Today, Paul breaks down this article to help us understand why turning this into policy may not fix anything at all. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.