The Investor Coaching Show with Paul Winkler

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

Should Politicians Be Able to Trade Stocks?

The market immediately rebounded just minutes after the Fed Chairman met with members of the Financial Financial Services Committee this month. This obviously raised some eyebrows and raised the question of whether politicians use insider information to serve their own interests instead of the interests of the voters. Today, Paul, Evan, and Ira address this topic with two important insights: market timing is dangerous for everyone and there is a proven method for investing that is not gambling or speculating on companies. Later in the episode, the advisors talk about new and used car markets and an article called “Annual New Car Ownership Costs Boil Over $12K.”

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

Staying Flexible When Taxes and Inflation Creep In On Your Financial Goals

Paul, Ira, and Evan reconnect after Ira’s trip to Florida to sell a vacation home that started to feel more like a burden than a joy. The advisors talk about why it’s important to keep a positive attitude and stay flexible when taxes, markets, and inflation alter your financial plans, especially in retirement. They then pivot into a conversation about how the economy is doing and why shrinkflation is usually a compromise companies make to work with both their consumers and their shareholders. Later in the episode, the advisors talk about the connection between national sports betting and an increase of gambling and betting on stock through companies like Robinhood.

 

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

One Reason Heavy Media Consumption Is So Dangerous

Is it possible that being at a bombing could be less traumatic than hearing about it in the news? Paul shares a study from the Boston Marathon Bombing and how being present at that tragedy allowed people to help, to flee, and to ultimately identify as a survivor, but hearing about it in the news gave people a stress response that was difficult to resolve. Today, Paul, Ira, and Evan process some recent tragedies together and share why hearing alarming news through media outlets can be dangerous and bad for your mental health. Unfortunately, the financial news media is no exception. Later in the episode, Ira talks about blue zones, where many people live to be 100, and some financial habits that help you relax about money no matter how long you live. 

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

Talking About Anxiety with Two Mental Health Professionals (Part 2)

Part of being able to relax about money is knowing what makes you anxious and how to manage your anxiety. Many people struggle with anxiety and turn towards their finances to try to find control. Paul brings Lauren Combs, a Licensed Professional Counselor, Mental Health Service Provider (LPC, MHSP), and Lindsey Casabella, a Licensed Clinical Social Worker (LCSW), onto the show to talk about how anxiety affects your quality of life, your purpose, and your relationship with money. Listen along as they cover spotting the symptoms of anxiety, when to ask for help, the stigmas around medication for mental health issues, the fear of developing medication dependence, and why anxiety is currently the most common mental health diagnosis in the United States. 

 

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