The Investor Coaching Show with Paul Winkler

Protect Yourself and Read the ADV

It’s easy to think, All financial advisors are the same, but when you’re looking for a new advisor, there is a document you need to look at before you trust someone with your hard earned money. In today’s episode, Paul and his team talk about why you should look over and request every firm’s Form ADV. Do you want to know if a firm has a conflict of interest? Do you want to know if the firm has gone bankrupt? Are you interested in their investment philosophy? It’s all in the Form ADV. If you want to learn more about investing and how to see through the sales traps of the industry, download a free PDF resource called The Playbook for Relaxing About Money by clicking here: www.paulwinkler.com.

Understanding Indexed Universal Life (IUL) Insurance

There are a lot of different financial products out there. It’s important to understand exactly what they are, because when someone tries to sell you one they may not tell you everything you need to know about it. In today's episode, Paul spends time explaining Indexed Universal Life (IUL)—a life insurance product that lets you choose to allocate cash value amounts to either a fixed account or an equity index account.

A Case Where You Would Want to Keep Your Annuity

When you’re saving for your retirement years, you want to do the things that help you build wealth wisely and effectively. The reality is that you don’t have unlimited time. In today’s episode, Paul and his team talk about the issues with using insurance as part of your retirement plan, as well as a case in which you may want to hold on to what you’ve got. If you want to learn more about investing and how to see through the sales traps of the industry, download a free PDF resource called The Playbook for Relaxing About Money by clicking here: www.paulwinkler.com.

Are There Lots of Ways to Win at Investing?

Someone told Paul this week, “There are lots of ways to do things.” In today’s episode, Paul and his team discuss if this concept is true to the world of investing. Listen along to hear about what costs you should be willing to endure to achieve your goals and how Paul and his team approach the best practices. If you want to learn more about investing and how to see through the sales traps of the industry, download a free PDF resource called The Playbook for Relaxing About Money by clicking here: www.paulwinkler.com.

How to Navigate Life Insurance Products

It’s easy to pick on life insurance products because the industry is usually more concerned about selling products than anything else, but there are times when these products are exactly what these people need. In today’s episode, Paul talks about how a couple navigated through life insurance, what they did well and what we can learn from them. If you want to learn more about investing and how to see through the sales traps of the industry, download a free PDF resource called The Playbook for Relaxing About Money by clicking here: www.paulwinkler.com.

Municipal Bond Misunderstanding

Bonds are an important part of any investment portfolio, but not all bonds are created to be equal. In today’s episode, Paul and his team talk about municipal bonds and what you need to know before investing in them. Listen along to learn more about the factors that affect the value of these bonds and why their tax incentives are different than they sound. If you want to learn more about investing and how to see through the sales traps of the industry, download a free PDF resource called The Playbook for Relaxing About Money by clicking here: www.paulwinkler.com.

Breaking Down the Last Week (November 9-15, 2020)

Vaccines news, a Biden Presidency, and the success of the S&P 500 has the news doing what they do this week. In today’s episode, Paul and his team are here to help you make sense of what’s going on. Listen along to hear how the S&P 500 compares with 11 investment categories and how we should be understanding current events. If you want to learn more about investing and how to see through the sales traps of the industry, download a free PDF resource called The Playbook for Relaxing About Money by clicking here: www.paulwinkler.com

QE and the Market

If someone told you there was one thing that more than doubled the value of the NASDAQ over the last decade, would you want to know about it? In today’s episode, Paul and his team talk about a new study about the effects of QE (Quantitative Easing) on the markets and the results are staggering. Listen along to hear what QE is, what it has been doing to markets, and why it matters. If you want to learn more about investing and how to see through the sales traps of the industry, download a free PDF resource called The Playbook for Relaxing About Money by clicking here: www.paulwinkler.com/relax.

Why Is Past Performance So Hard to Shake?

When you go to a mechanic, you want to make sure that the company is reputable and has a good track record. When you go to a doctor, you need to know that the doctor has performed well and has a history of providing good care. In today’s episode, Paul explains why investments just don’t work the same way and how fund companies manipulate past performance to get you to buy their products. If you want to learn more about investing and how to see through the sales traps of the industry, download a free PDF resource called The Playbook for Relaxing About Money by clicking here: www.paulwinkler.com/relax.

Two Mistakes with Stocks and Bonds

The perfect investment does not exist. If it did, everyone would own it. Unfortunately, there are plenty of investments that are downright risky and a bad idea for most investors. In today’s episode, Paul and his team talk about stocks and bonds and how they fit into a good investment strategy. Listen along to hear what you should be considering until the perfect investment arrives. If you want to learn more about investing and how to see through the sales traps of the industry, download a free PDF resource called The Playbook for Relaxing About Money by clicking here: www.paulwinkler.com/relax.