The Investor Coaching Show with Paul Winkler

Have you ever thought about putting your child or parent’s name on the deed of your home or signing on to a loan to help them in a time of need? In today’s episode, Paul and his team look at a case study of a mother who owns a home but has to live in her RV instead. Listen along to hear what steps you can take to avoid a family financial catastrophe and possibly what to do if you think you are already having one. 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 to relax about money by clicking here: www.paulwinkler.com/relax.

Let’s say you find an investment that seems to rely on some trend that isn’t a market trend. Maybe an investment that focuses on technology advances (like artificial intelligence or robotics), religious views, or climate friendliness. These are called thematic investments. In today’s episode, Paul and his team explain that putting money in thematic investments is a bet against more proven investments. Listen along to hear just how these investments perform against their non-thematic equivalents.  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 to relax about money by clicking here: www.paulwinkler.com/relax.

Financial advice can feel a little limiting, but a real financial advisor will not let their clients self-destruct. Today, Paul and his team explain why real financial advisors should push back against your feelings and not let fear guide your investment choices. Make the wrong move now and it can reduce your wealth throughout your lifetime by five times. It is times like these that make and break investors. 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 to relax about money by clicking here: www.paulwinkler.com/relax.

After years of watching people entrust their finances to a commission-based, under-educated investment industry, Paul spends some time explaining why you need an educated investment coach—someone who can help you understand how you think about money, what mindsets create successful investing, and what investments generate more wealth for you rather than the investment industry. 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 to relax about money by clicking here: www.paulwinkler.com/relax.

Every candidate makes promises during election season to gain votes. There are some people looking to change their investments because of these promises. Today, Paul tells the hard truth. If you are already properly invested, it won’t matter. If you’re not, the election can’t save you. 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 to relax about money by clicking here: www.paulwinkler.com/relax.

People spend most of their lives planning and preparing for retirement. So, are 65-year-olds retiring? Today, Paul and his team talk about who is actually fully retired, who is partially retired, and who is still employed full time. Listen along to gain insight into who pushes people in or keeps them from being able to retire by 65. 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 to relax about money by clicking here: www.paulwinkler.com/relax.

At the end of another financial quarter, the market in September saw almost entirely downward movement. Paul and his team respond to an article that claims “There’s No Place Left to Hide for Investors.” by encouraging investors to not fall victim to scare tactics. Listen along to learn more about what these kinds of months can actually mean in the larger picture of market history. 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 to relax about money by clicking here: www.paulwinkler.com/relax.

When election time comes around, people start letting emotions sneak into their investment strategy. Most people believe that a specific party or candidate or policy will make or break their financial future. In today’s episode, Paul and his team look at a study of market performance from the last 10 U.S. presidents and find the opposite: that elections don’t seem to have an effect on the long term direction of markets—or the economy. 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 to relax about money by clicking here: www.paulwinkler.com/relax.

It wouldn’t surprise anyone to hear that COVID has a different effect on each individual. The amount of information you would need to predict how COVID could affect someone would be immense. The truth is this: predicting how a specific stock or market will respond on any given day is so complex that it’s not worth risking your hard earned money to try. In today’s episode, Paul and his team talk about a WSJ article about a family of four that gets COVID and then all have entirely different outcomes, as well as why people have a hard time thinking clearly about money. 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 to relax about money by clicking here: www.paulwinkler.com/relax.

There are plenty of tactics financial advisors and fund companies use to find new business, and some of them are downright scary. In this episode, Paul explains that if you educate yourself on investing you can avoid trusting your money to someone who is uneducated, or worse, someone who takes advantage of you and sells you bad financial 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 to relax about money by clicking here: www.paulwinkler.com/relax.