Episodes
Friday Mar 15, 2024
Investment Vehicles: Having a Vehicle for Any Terrain
Friday Mar 15, 2024
Friday Mar 15, 2024
If investing was a race and each day you did not know the location or terrain you would be racing on, it would be a good idea to come prepared with a few different kinds of investment vehicles. Today, Paul explains how the industry tries to either sell you a vehicle that would have worked well yesterday or may work well in the future. Paul wants everyone to know that you can understand enough about investing to become a confident investor. Listen along as Paul, Evan, and James explain how to avoid being sold on flashy investment ideas and build an investment portfolio that will help you get to the finish line. Later in the episode, Paul talks about companies who claim to have low or no management fees, but are charging you for something that is hard to see or understand.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Thursday Mar 14, 2024
Warren Buffett in 2024 – The Industry Is Treating the Market Like a Casino (Part 2)
Thursday Mar 14, 2024
Thursday Mar 14, 2024
In Warren Buffett's most recent newsletter, Buffett spends time eulogizing his friend and partner, Charlie Munger, while sharing the most concerning trend in the investing industry right now: turning the stock market into a casino game. Paul wants investors at any level to understand how pervasive and serious this investing trend has become. In this two-part episode, Paul shares why experienced investors trying to minimize risk before retirement, new investors picking stocks and commodities through trading apps, and average investors trying to pick a fund for their 401(k), are all stuck in the same system. Listen along as Paul shares how to sidestep the casino and build an investment portfolio that will help you reach your goals.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Wednesday Mar 13, 2024
Warren Buffett in 2024 – The Industry Is Treating the Market Like a Casino (Part 1)
Wednesday Mar 13, 2024
Wednesday Mar 13, 2024
In Warren Buffett's most recent newsletter, Buffett spends time eulogizing his friend and partner, Charlie Munger, while sharing the most concerning trend in the investing industry right now: turning the stock market into a casino game. Paul wants investors at any level to understand how pervasive and serious this investing trend has become. In this two-part episode, Paul shares why experienced investors trying to minimize risk before retirement, new investors picking stocks and commodities through trading apps, and average investors trying to pick a fund for their 401(k), are all stuck in the same system. Listen along as Paul shares how to sidestep the casino and build an investment portfolio that will help you reach your goals.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Tuesday Mar 12, 2024
What Is Holding You Back from Financial Health and Retirement Planning?
Tuesday Mar 12, 2024
Tuesday Mar 12, 2024
No one likes to be stressed about money and the future, but most people have a really hard time planning and following through. Why is that? Today, Ira and Anne compare two different articles that talk about cognitive biases, our brain's ability to take shortcuts when problem solving, and the ten most common problems that keep from relaxing about money. Listen along as these two advisors work to help you understand what may be holding you back from financial health and retirement planning.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Monday Mar 11, 2024
Monday Mar 11, 2024
Most people walk into a meeting with a financial advisor trusting that the advisor will help them navigate the financial industry and advocate for their needs and goals. Unfortunately, that is often not the case. Listen along as Ira and Anne explain how insurance companies and financial advisors market annuities and five-star funds to investors without being completely forth-coming about how they get paid. Ira shares his early experiences selling annuities and shares the questions you can ask any advisor to quickly find out if they are helping you or just selling to you. Later in the episode, the advisors talk about the American Dream Experience and how it helps investors change how they think about money and investing.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Friday Mar 08, 2024
Friday Mar 08, 2024
Most people walk into a meeting with a financial advisor trusting that the advisor will help them navigate the financial industry and advocate for their needs and goals. Unfortunately, that is often not the case. Listen along as Ira and Anne explain how insurance companies and financial advisors market annuities and five-star funds to investors without being completely forth-coming about how they get paid. Ira shares his early experiences selling annuities and shares the questions you can ask any advisor to quickly find out if they are helping you or just selling to 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.
Thursday Mar 07, 2024
Focusing on What Matters with Business Coach Charles Alexander (Part 2)
Thursday Mar 07, 2024
Thursday Mar 07, 2024
Do you ever feel spread thin in your business and personal life? Are you struggling to take the next step in your goals or find a good work-life balance? Paul invites business coach Charles Alexander onto The Investor Coaching Show in a two-part interview to give you some simple tools to get productive where it matters the most and the freedom to say no to everything else. Listen along as Charles shares what he has learned from coaching entrepreneurs and Paul shares his personal experiences juggling his business and family life.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Wednesday Mar 06, 2024
Focusing on What Matters with Business Coach Charles Alexander (Part 1)
Wednesday Mar 06, 2024
Wednesday Mar 06, 2024
Do you ever feel spread thin in your business and personal life? Are you struggling to take the next step in your goals or find better work-life balance? Paul invites business coach Charles Alexander onto The Investor Coaching Show in a two-part interview to give you some simple tools to get productive where it matters the most and the freedom to say no to everything else. Listen along as Charles shares what he has learned from coaching entrepreneurs and Paul shares his personal experiences juggling his business and family life.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Tuesday Mar 05, 2024
It’s Been 34 Years Since the NIKKEI Was This High
Tuesday Mar 05, 2024
Tuesday Mar 05, 2024
After hearing about companies like Meta, Apple, and other US powerhouses, it’s easy to believe the United States has a monopoly on business and capitalism. Evan brings a WSJ article about record highs in Japanese stock markets that beat its previous record from 1989. Listen along as these advisors talk about what happened to the Japanese economy after 1989, why the market set a new record, and why a properly diversified portfolio includes companies from all around the world. Later in the episode, Paul shares about some free resources coming up for investors and talks about why high interest rates are tricking some investors into thinking they don’t need market returns.
Concerned about the market in an election year? Register for our new webinar: Politics and Portfolios: How to Invest During Election Season
Monday Mar 04, 2024
CNBC Claims to Be a Good Resource for Investors. It Is Not.
Monday Mar 04, 2024
Monday Mar 04, 2024
Paul talks about his experience flipping through financial television stations and only finding anxiety-inducing political stories and tips for stock picking and market timing. Listen along as Paul, Evan, and Ira talk through an article calling out CNBC for marketing themselves as a good resource for investors, when they are not. Later in the episode, Ira talks about how there are over 22 million people who have a net worth of $1,000,000 and the steps you can take to be one of them.
Concerned about the market in an election year? Register for our new webinar: Politics and Portfolios: How to Invest During Election Season