The Investor Coaching Show with Paul Winkler

What Is Holding You Back from Financial Health and Retirement Planning?

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.

This Is How You Find Out If Your Financial Advisor Is Helping You or Just Selling to You (Part 2)

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.

This Is How You Find Out If Your Financial Advisor Is Helping You or Just Selling to You (Part 1)

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.

Focusing on What Matters with Business Coach Charles Alexander (Part 2)

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.

Focusing on What Matters with Business Coach Charles Alexander (Part 1)

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.

It’s Been 34 Years Since the NIKKEI Was This High

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

CNBC Claims to Be a Good Resource for Investors. It Is Not.

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

Is It Possible to Build a Portfolio Without Stock Picking?

Paul gets a question from a listener who wants to know the difference between stock picking and choosing the right stocks or funds when building a portfolio. Listen along as Paul explains how to build a portfolio that includes all different market sectors, company sizes, and risk exposure without speculation or gambling on the companies that go inside. Later in the show, Evan brings an article that talks about how a Nestle factory in the Ukraine is struggling to continue production in a country torn apart by war. 

Concerned about the market in an election year? Register for our new webinar: Politics and Portfolios: How to Invest During Election Season

Reflecting on a Life Well Lived: Understanding Your True Purpose for Money

Evan and Ira join Paul on the show as he reflects on the last words of one of his mentors and music teachers. Listen along as the advisors reflect on a life well lived and talk about why finding your true purpose for money leads to satisfaction, gratitude, and generosity. Later in the episode, the advisors share some of the highlights from a workshop about politics and investing.

 

Concerned about the market in an election year? Register for our new webinar: Politics and Portfolios: How to Invest During Election Season

The American Dream Experience: Building a Roadmap for Life and Money

Having a plan and knowing yourself well enough to follow through is the foundation of a healthy relationship with money. Today, Paul and Anne talk about a two-day financial workshop called the “American Dream Experience,” which is designed to help you create a roadmap for your life and money while teaching you how to avoid the most common pitfalls with money and investing. Listen along as these advisors explain how the American Dream Experience works to transform your relationship with money and helps you discover the purpose that will guide your personal and financial decisions.

 

Concerned about the market in an election year? Register for our new webinar: Politics and Portfolios: How to Invest During Election Season

Sign up for the American dream experience here: paulwinkler.com/dream