The Investor Coaching Show with Paul Winkler

Here Are the Tools We Use To Help You Relax About Money

Today, Paul invites Evan onto the show to talk about how PWI is growing to help more people in the Murfreesboro area relax about money and what tools they use to help clients. It could be easy to think that financial planning only involves buying, selling, and managing the assets in a portfolio. Listen along as these two advisors talk about the many different parts of your financial life and how the systems and software can help you go from feeling overwhelmed to relaxing about money. 

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call. 

You Don’t Want To Find These 3 Phrases in Your Advisor’s ADV

Today, Paul highlights three phrases to be wary of in a financial advisor's disclosure document (ADV Part 2): "fundamental analysis," "technical analysis," and "tactical asset allocation." He explains what these terms really mean and how they can be detrimental to your retirement. He also talks about the positive impact of diversification on a portfolio, especially during uncertain economic times. 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

How To Take an Income in Retirement

Today, Paul invites Michael Sharpnack onto the show to talk about some common misconceptions about how to take an income in retirement. Listen along to hear why diversification becomes even more important in retirement because the purpose of your investment changes from accumulating assets to taking an income. 

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.  

Investing in Stocks Is Still a Good Idea in 2025

Today, Paul invites Michael Sharpnack onto the show, where the two talk about their trip to the Murfreesboro office and about some of the common misconceptions that get thrown around during downward market volatility that keep investors afraid of investing. Listen along to hear these two advisors expose how financial companies and media use investors’ fear and paint an unclear picture of what is happening in markets right now. 

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.  

Dan Hill Joins To Talk About Investors’ Number One Fear and Murfreesboro Town Halls

Today, Paul invites Dan Hill on the show to talk about the growth that Murfreesboro has seen over the years and two town hall meetings coming up to support investors in that area better. The two advisors talk about the many wonderful tools that have been developed over the years that PWI uses to address investors' biggest concern: Is all this saving and investing really going to keep me from running out of money 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. 

Reacting to the Tariffs: A Classic Lesson in Letting Emotions Drive Your Decisions

So many people are talking about tariffs and trade negotiations and trying to make sense of it all. Today, Paul explains how tariffs work in a free market economy and also shares a few examples of where financial news pundits are getting it wrong. The bottom line with the news right now is this: Don’t get roped into the emotional side of this and let fear or greed lead you into making changes right now. Education is the best way to understand what is going on and get out of the emotions that are driving financial institutions and investors.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call. 

Managing Taxes in Retirement Is Not Simple

Paul talks about how managing taxes in your financial plan is much more complex than most people realize. Listen along as Paul provides some education about the kinds of taxes you need to think about when investing and why paying taxes in retirement may actually be more advantageous than paying them during your highest earning years. 

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call. 

Are You Tracking Your Goals and Meeting Milestones for Your Finances?

Many investors want to know that they will have enough money saved for car and home purchases and their retirement incomes. Today, Paul discusses how much of financial planning is about being able to track your goals and make sure you are reaching the milestones that will help you accomplish those goals. Listen along as Paul talks about the philosophy of tracking financial goals and shares some helpful tips for people who are taking an income in retirement and still need to save for larger purchases.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call. 

Downside Market Volatility With Dan Hill

Dan Hill joins Paul on the show to discuss how current tariffs and the uncertainty surrounding large U.S. stocks are causing a mild panic in the world of investing. Dan shares how investor education has impacted his clients, and the two advisors dive into a conversation about diversification and downside market volatility.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call. 

April 2025: Tariffs and Overreacting to a Market Downturn

Today, Paul addresses the reactions of markets and financial news to the announcement of a new round of tariffs at the beginning of the month. Listen along as Paul explains why market downturns are not massive “sell-offs,” are not indicators of the economy, and are not a good time for you to reevaluate the risk level of your portfolio.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.