The Investor Coaching Show with Paul Winkler

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.

Just last week, Snowflake Inc. turned heads after it’s Initial Public Offering more than doubled on it’s first day. Paul invites Jim Wood on the show today to talk about how IPOs generally fare over their first year, and Paul shares why he thinks investing in funds that engage with IPOs are not a good idea. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Tesla was left out of the S&P 500. Paul and his team take this opportunity to talk about what this means for their investors and why no single individual stock or investment is safe from volatility. Listen along to find out more.

 

Upcoming Webinar

For individuals and families with special needs, having a financial plan that addresses those needs is crucial. So sign-up for our webinar, “Special needs families require specialized planning” here: https://www.paulwinkler.com/webinar/

What is the difference between people who are able to relax about money in retirement and those who can’t? In today’s episode, Paul and his team talk about an article that covers the habits of people who just can’t seem to save for retirement. Listen along to hear more about developing the habits and perspectives that create financial confidence.

Upcoming Webinar

For individuals and families with special needs, having a financial plan that addresses those needs is crucial. So sign-up for our webinar, “Special needs families require specialized planning” here: https://www.paulwinkler.com/webinar/

 

President Trump has proposed a dramatic change in how social security is financed. This would involve funding social security with income taxes instead of payroll taxes. Without trying to make predictions about the future, Paul and his team talk about the implications of a fundamental shift like this, what the issues and opportunities of this concept are, and whether or not this could engage both sides of the issue in conversation.

 

Upcoming Webinar

For individuals and families with special needs, having a financial plan that addresses those needs is crucial. So sign-up for our webinar, “Special needs families require specialized planning” here: https://www.paulwinkler.com/webinar/

In the United States, very few investment advisors are actually Certified Financial Planners, whereas, other countries require the equivalent education as the lowest standard for giving financial advice. Today, Paul and his team explain why an advisor’s education experience is directly correlated to what kind of help they can actually offer you and what you should expect from someone you are trusting with your investments.

 

Upcoming Webinar

For individuals and families with special needs, having a financial plan that addresses those needs is crucial. So sign-up for our webinar, “Special needs families require specialized planning” here: https://www.paulwinkler.com/webinar/

Have you ever been asked by a financial planner to fill out a risk tolerance questionnaire? In today’s episode, Paul spends some time explaining the nuances of risk tolerance, how it’s usually measured inaccurately, and what an investor needs to keep in mind to make more informed decisions about risk and return.

 

Upcoming Webinar

For individuals and families with special needs, having a financial plan that addresses those needs is crucial. So sign-up for our webinar, “Special needs families require specialized planning” here: https://www.paulwinkler.com/webinar/

 

Everyone has seen advertisements for gold as an investment. On today's episode, Paul explains what an investment actually is: someone paying you to use your money. In this episode, Paul plays an advertisement for gold and breaks it apart to show that buying gold is not actually investing money. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar.

In this two-part interview, Paul interviews Catherine Holton, an expert in reverse mortgages. Paul and Catherine cover the many uses for reverse mortgages, what kind of properties qualify, and why Catherine calls them the “sleep-better-at-night” mortgage. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar.

In this two-part interview, Paul interviews Catherine Holton, an expert in reverse mortgages. Paul and Catherine cover the many uses for reverse mortgages, whether or not these are a scam and why Catherine calls them the “sleep-better-at-night” mortgage. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar.