The Investor Coaching Show with Paul Winkler

Not all financial planners provide advice that aligns with your goals. In this episode, Paul shares lessons from 30 years in the gym and explains how the right weight coach can help you avoid mistakes, uncover blind spots, and reach your goals faster. He discusses why the same principles apply to money and investing and how the right guidance can help you become a more confident, successful investor. 

 

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

 

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.

Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser. 

Robinhood has made a fortune from selling the idea of day trading and gambling to investors. Today, Paul and Jim talk about the most recent move Robinhood has made to allow you to connect your account to an AI trader who will make investment decisions for you. Listen along as these two advisors discuss why they believe this is one of the worst ideas they’ve heard to date and how a company can get away with this despite regulations designed to protect investors. 

 

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

 

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.

Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser. 

If timing the market truly works, then why doesn’t anyone agree on when you should get in or get out? Today, Paul brings a blatant example of market timing advice that many investors fall for because they believe they’re listening to an expert. Listen along as these two advisors discuss all the most common market timing strategies people try, even though none of them are proven to work for any meaningful amount of time. 

 

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

 

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.

Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser. 

Why are billionaires becoming the centerpiece of so many political conversations? In this episode, Paul and Jim explore the economic ideas often left out of the debate. They discuss how wealth creation, incentives, and entrepreneurship have contributed to longer life expectancies and higher standards of living worldwide. They also explain why financial literacy matters more than ever and share a real-life example of a high-income earner who still struggles with debt, proving that income alone doesn't guarantee financial success.

 

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

 

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.

Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser. 

Today, Paul and Jim break down an interview in which two financial media pundits correctly inform investors that having too much in large U.S. tech companies is risky, but then claim the fix is to invest in private equity and commodities. Listen along to hear why Paul and Jim disagree with these proposed solutions that ignore the research suggesting these areas may introduce uncompensated risk to your portfolio. Later in the episode, Paul and Jim get into SpaceX, the largest IPO in history, and explain why they believe chasing IPO excitement may not serve investors well over the long term.

 

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

 

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. 

Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser. 

From SpaceX to OpenAI, IPOs are dominating the news cycle right now. Today, Paul and Evan share why IPOs look so exciting and how they entice investors to invest emotionally because they appeal to your desire to avoid missing out on the companies and technology of the future. Listen along as these two advisors explain why IPOs like SpaceX and OpenAI sound like incredible investments and reveal the realities of IPOs that don’t get shared by financial media outlets.

 

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

 

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.

Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser. 

Today, Paul and Evan continue their conversation about getting educated and understanding how to be a confident investor in retirement. Listen along as these two advisors discuss whether or not to put your money in a Roth or traditional IRA and explain some of the rules around taking an income in retirement that maximizes the money that you worked so hard to earn in your earning years. Later in the episode, Paul brings an article that claims you should always have 90% of your portfolio in equities and explains why the industry is so bad at understanding the purpose of bonds. 

 

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

 

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.

Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser. 

This week, Paul watched a video from another advisor in which he attempts to condense 30 years of investing lessons into 20 minutes. Getting educated is important, but it’s not a quick process. Paul Winkler, Inc. has worked for decades to create confident investors through education. Listen along as Paul and Evan cover a few fundamental retirement concepts and discuss predicting your income with income calculators, as well as navigating your Social Security benefits to fit your needs.

 

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

 

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.

Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser. 

This week, Paul watched a video from another advisor in which he attempts to condense 30 years of investing lessons into 20 minutes. Getting educated is important, but it’s not a quick process. Paul Winkler, Inc. has worked for decades to create confident investors through education. Listen along as Paul and Evan cover a few fundamental retirement concepts and discuss predicting your income with income calculators, as well as navigating your Social Security benefits to fit your needs. 

 

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

 

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.

Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser. 

The draw for many crypto investors has been owning something that isn’t tied down to any specific government or bank. Now in 2026, the U.S. moves aggressively to implement sweeping regulation over these digital assets. Today, Paul and Dan address a question on many crypto investors' minds: Will regulation add to the value of crypto or completely defeat its purpose? Listen along to hear why a more stable crypto scene won’t create a superior investment to a properly diversified portfolio.

 

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

 

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.

Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.