The Investor Coaching Show with Paul Winkler

Halloween Edition 2022

It’s the season of ghosts, ghouls, and things that go bump in the night. In this Halloween edition of The Investor Coaching Show, Paul shares a Halloween tradition and spends the hour with Jim Wood reading through the ThinkAdvisor article “13 Scariest Days in the U.S. Stock Market.” 

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

The Center for Human Flourishing with Jeremy Height (Part 2)

Paul encourages everyone to have a giving plan for their income, but how do you choose whom you give to? In a two-part interview, Paul invites Jeremy Height, pastor and director of the Center for Human Flourishing, to the show for a discussion about how this organization was founded, what it does to fight generational poverty, and how you can discover the causes and organizations that you want to support.  

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

The Center for Human Flourishing with Jeremy Height (Part 1)

Paul encourages everyone to have a giving plan for their income, but how do you choose whom to give to? In a two-part interview, Paul invites Jeremy Height, pastor and director of the Center for Human Flourishing, to the show for a discussion about how this organization was founded, what it does to fight generational poverty, and how you can discover the causes and organizations that you want to support.  

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

Inflation Doesn’t Happen in a Vacuum

It is easy to worry about your budget or retirement when prices are going up as fast as they are. Today, Paul, Evan, and Ira talk about why investors need to understand that inflation doesn’t happen in a vacuum. Listen along to hear why having a job and investing your money is a good strategy for beating inflation. Later in the episode, a listener asks Paul, “Can the government meddle in our investments?” Everyone agrees they can and do, but only to a point.

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

Testing Your Advisor and Investments

Paul chats with someone eager to know more about the fundamentals of investing. Listen along to hear about the minds that have influenced modern investings, how their messages are twisted or ignored by advisors, and why you can’t blindly trust an investment advisor. Paul gives four easy ways you can tell if your advisor and investments are trustworthy. Later in the episode, Evan and Ira share how sketchy investment products are marketed the hardest during market downturns. 

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

Is ESG Hurting Energy Companies?

An investor reaches out to the show and asks: What impact do ESG requirements have on energy companies? Listen along as Paul, Evan, and Ira talk about why ESG investing may hurt not only hurt investor returns but also companies profitability. Evan cautions investors not to use ESG ratings as a reason to market time. Later in the show, Evan and Paul unpack some of their favorite parts of last week's webinar.

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

Watch the webinar referenced in this show here.

Paul Covers 25 Years of Market Events (Part 2)

Paul finds a MarketWatch article that celebrates their 25th anniversary with 25 of the top financial events of the last 25 years. Paul realizes that the Investor Coaching Show has been around almost as long and shares what it was like during these major events and what they teach us about investing. In part two, Paul talks about the rise of China, the Facebook IPO, and the U.S. Shale boom. 

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

Paul Covers 25 Years of Market Events (Part I)

Paul finds a MarketWatch article that celebrates their 25th anniversary with 25 of the top financial events of the last 25 years. Paul realizes that the Investor Coaching Show has been around almost as long and shares what it was like during these major events and what they teach us about investing. In part one, Paul covers the 9/11 attacks, the Enron scandal, and the flash crash in 2010.

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

Information Age Makes Investors Cocky

Paul talks about how the endless supply of information about investing from the internet and news makes investors overly confident. Listen along as Paul explains what the Dunning-Kruger effect is and the difference between an overconfident investment guru and an educated advisor.

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

Webinar Announcement: 6 Risks To Your Retirement Right Now

Paul reaches out to the listeners of the Investor Coaching Show to make an announcement about a webinar  on Thursday, October 21st at noon Called "6 Risks To Your Retirement Right Now"

 

Click here to learn more and register: paulwinkler.com/webinar