The Investor Coaching Show with Paul Winkler

When you’re not educated on the basics of how money and investing work, you have to blindly trust others to make decisions in your best interest. In today’s episode, Paul shares an article showing that most investors could not answer basic investment questions, and to make matters worse, neither could some of their financial planners. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

In today’s episode, Paul gets an opportunity to look over someone’s portfolio, and in all three funds, something crucial is missing. Listen along to understand what to look for in your investment portfolios and how to avoid more risk than you need. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

In today’s episode, Paul comes across an investor who was being sold a bad financial product by someone who claimed to be an “Income Specialist”. Paul explains that “Income Specialist” is not even a legitimate financial planning designation and why you need to find an educated planner to avoid being sold products that will actually hurt, not help, your income in 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.

Most of those in the financial sector spend all of their time and energy trying to predict the market. We see in today’s episode that no one was able to accurately predict how businesses would fare during COVID, just like how no one can predict how the election will affect things like trade. So why are investment professionals still trying to convince people they can predict the market? Simple: It’s how they get paid. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Did you know that the market is already adjusting to anticipate changes after the election? In today’s episode, Paul shares a news interview that explains what hedging is and how changing your investment strategy because of current events will almost certainly result in poor outcomes. Listen along to gain some insight on markets during an election 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.

Have you ever felt like you found someone or some information that would allow you to get ahead in the market? In today’s episode, Paul and his team chat about how uncertainty and market timing never work in your favor. 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 you sign an agreement with your financial advisor or firm, you’re signing an arbitration agreement. How can you protect yourself when you suspect that the advisor is not acting in your best interest? In today’s episode, Paul and his team talk about what arbitration is, why you would need to go through the process with your firm, and some interesting examples of investors who had to arbitrate. 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 someone is truly helping you make a financial plan, they are doing more than just spitting out a bunch of numbers and saying,  “Here’s how much you should save and here’s how much you are going to have.” In today’s episode, Paul and Jim explain why these planning techniques plague the planning industry. They also help you see the complexities that make a financial plan work. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

On today’s episode, Paul and his team talk through a book called 10 Global Trends Every Smart Person Should Know. They learn that most key issues have improved over the past hundreds of years, including hunger, poverty, stability in government and GDP. However, they also learn that most people think the world is getting worse, not better. Paul takes a moment to explain that this negative perspective leads people away from international markets—the exact place where all these positive trends are taking place. 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 someone is truly helping you make a financial plan, they are doing more than just spitting out a bunch of numbers and saying,  “Here’s how much you should save and here’s how much you are going to have.” In today’s episode, Paul and Jim explain why these planning techniques plague the planning industry. They also help you see the complexities that make a financial plan work. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.