The Investor Coaching Show with Paul Winkler

A New Reason for Inflation?

As things continue to change around the world, the dollar seems to be losing some of its power. Today, Paul spends some time breaking down some of the causes of inflation and how it is a complex issue to tackle. Listen along as Paul explains why it is so important to not be overconfident of large US companies and cash. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Should I Be Investing Like Everyone Else?

It feels safe to be doing what everyone is doing. Your friends purchased a stock, and now it piques your interest, or a co-worker tells you how he updated his 401(k) allocation and you start looking at yours again. Today, Paul breaks down some market trends to help investors tell the difference between going with the flow and staying on course. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Navigating Estate Planning with Your Children

Understanding how to navigate your estate with your children can be an emotional situation. You have to take into account sensitive issues like mental disability, personality, or stage of life. In today’s episode, Paul and Dr. Robert Pautienus, an estate attorney, talk about some of the options you have to ensure your family will be taken care of and why it’s important to meet with a professional when creating a will. 

 

If you want to reach out to Robert with any questions, you can reach him at fedlislawfirm.com or call 615-370-3010.

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 Was the Last Time You Looked at Your Will?

Some people create a will earlier in life and never look at it again. In today’s episode, Paul and estate attorney, Robert Pautienus, talk about why you need to refresh your will to make it reflect your current situation, as well as how to understand what the beneficiaries will actually receive. Listen along to learn some details about choosing an executor and planning your estate for multiple generations. 

 

If you want to reach out to Robert with any questions, you can reach him at fedlislawfirm.com or call 615-370-3010.

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 if I Die Without a Will?

Do you know what would happen to your estate if you weren’t here tomorrow? Today on the show, Paul invites Robert Pautienus, an estate attorney, to explain everything you need to know about what would happen to your estate if you're single, married, or married with children. Listen along to understand some basics of estate planning and how easy it is to make a plan for your future.

 

If you want to reach out to Robert with any questions, you can reach him at fedlislawfirm.com or call 615-370-3010.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Tax Planning in a Wild Year

We’re coming up to the end of a wild year and it is time to look at executing some tax strategies before December 31st. With all the changes this year, you might have had a change in your income or the deductions you can make. Today, Paul and Evan walk through some things that are different about tax planning this year than a normal 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.

The Magic of Saving

The future is full of opportunities. Do you want that new smartphone or to put a down payment on your first home? There is a way you can have the freedom to spend in the future. Paul and Jim talk about saving and starting now. Saving isn’t only for retiring or preparing for hard times. It also helps you have the skills you need to start relaxing about money. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Avoiding Early Investment Mistakes with Anne Sawasky

You hear this a lot from us, but it is always better to learn from someone else’s mistakes. It might even surprise you that financial planners can make mistakes too. On today’s show, Paul and Anne talk about some of her early investment mistakes and some expert advice she has for people on their investment journey. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Getting Started Is the Hardest Part

Are you or your children in their first job or entirely new to investing? Today, Paul and his team talk about their first jobs, what they did right, what they regret and some things you can do right now to relax about money. Listen along to gain some perspective about how you can get your money working for you. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

How Much Money Should You Have at Age 50?

Today, Paul talks about an article that states you should have six times your income saved by age 50. How many people have actually done that? Paul breaks down that it might not be the amount you’ve saved by age 50 that's important, but the habits you have formed and the traps you avoid that will give you assurance towards retirement. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.