The Investor Coaching Show with Paul Winkler

Stock Market Over-reacting to AI News Stories? More Bank Failures? (How to Avoid Unnecessary Loses)

It’s a bad time to be trying to navigate investing on your own. Today, Paul and Jonathan talk about how AI is starting to affect the news and markets, as well as investors' fears about the banking sector. Listen along as the advisors share how investors can navigate this strange time without getting crushed by erratic markets and why building your investments for the long-term helps you tune out the noise and relax about investing. Later in the episode, Jonathan shares a mistake an investor made because he didn’t know the risks and didn’t reach out for help and how you can learn from it – so you don’t repeat it.

 

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Only Recognize a Few Companies in Your Work’s Retirement Plan? Here’s What You Should Know

When you're setting up your retirement plan at work, it can be hard to know what funds to choose. Most investors, not wanting to make a bad choice, gravitate toward funds from big companies with some name recognition. Today, Paul explains how these companies have worked hard to advertise to you and to the 401(k) provider, but that doesn't mean they are the best choice. Listen along as Paul explains how you can educate yourself so that you're not planning your retirement based on marketing and name recognition. Later in the episode, you know more about investing than you realize and Paul wants to help you unlock that knowledge.

 

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

The 20 Must-Answer Questions for Investors (Questions 13–20)

Early in his career, Paul created “The Investor Awareness Guide,” a 20-question guide that gives investors the tools they need to invest with confidence. Today, Paul and Jim get real with investors to let them know: You are not going to find information like this on financial TV shows or business magazines in today’s investing climate. Listen along as Paul and Jim conclude with questions 13-20, which cover rebalancing, diversification, and costs when managing a portfolio of investments.

 

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

The 20 Must-Answer Questions for Investors (Questions 6–12)

Early in his career, Paul created “The Investor Awareness Guide,” a 20-question guide that gives investors the tools they need to invest with confidence. Today, Paul and Jim get real with investors to let them know: You are not going to find information like this on financial TV shows or business magazines in today’s investing climate. Listen along as Paul and Jim discuss questions 6–12, which are about risk: what it is, how to measure it, and how to manage it.

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

The 20 Must-Answer Questions for Investors (Questions 4 and 5)

Early in his career, Paul created “The Investor Awareness Guide,” a 20-question guide that gives investors the tools they need to invest with confidence. Today, Paul and Jim get real with investors to let them know: You are not going to find information like this on financial TV shows or in business magazines in today’s investing climate. Listen along as Paul and Jim cover questions four and five, which talk about knowing how to spot when investment firms are speculating with your money and choosing an academic approach to investing.

 

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

The 20 Must-Answer Questions for Investors (Questions 1–3)

Early in his career, Paul created “The Investor Awareness Guide,” a 20-question guide that gives investors the tools they need to invest with confidence. Today, Paul and Jim get real with investors to let them know: You are not going to find information like this on financial TV shows or in business magazines in today’s investing climate. Listen along as they tackle the first three questions, which cover topics like finding your purpose for money, understanding your natural biases or roadblocks, and whether or not the stock market is a good place to invest.

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Would a “Digital Dollar” Really Threaten Your Freedom?

Paul got an email this week called “How Biden’s Digital Dollar Destroys Freedom” and gave it a good read – so that you don’t have to. Today, Paul sifts through these claims that a federal digital currency would be used to track you and your spending habits and that the government could take all your money whenever it wanted. Listen along to hear Paul explain that most of our currency is already digital and discovers that the email that is trying to scare people into distrust of American currency… is actually an advertisement for gold. 

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Turning Your Skills into a Career with Jessie Lee Perez (Part 2 of 2)

Paul brings in Jessie Lee Perez, a certified business analyst and the founder of We Speak Color, to share some of her experiences as a business analyst, world traveler, and nonprofit founder. We Speak Color works to turn people who are being under-utilized in their communities into people who have sustainable careers and make an impact on the world around them. Listen along as these two talk about knowing your skills, understanding if your skills match your current job, and how people like Jessie can help you chart a course to finding fulfillment in your work life.

 

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Turning Your Skills into a Career with Jessie Lee Perez (Part 1 of 2)

Paul brings in Jessie Lee Perez, a certified business analyst and the founder of We Speak Color, to share some of her experiences as a business analyst, world traveler, and nonprofit founder. We Speak Color works to turn people who are being under-utilized in their communities into people who have sustainable careers and make an impact on the world around them. Listen along as these two talk about knowing your skills, understanding if your skills match your current job, and how people like Jessie can help you chart a course to finding fulfillment in your work life.

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

What Do Hedge Funds, CDs, and Gold IRAs All Have in Common?

Hedge funds seem exclusive and are only for accredited investors. CDs claim to be low-risk while offering some return. Gold IRAs give investors an opportunity to stay connected to their favorite commodity even when it’s underperforming. These products all seem different, but what do they have in common? Today, Paul answers this question and explains why the financial industry seems so excited to sell anything but proven academic investing principles.

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.