The Investor Coaching Show with Paul Winkler

When Is This Stock Market Bubble Going To Pop?

Today, Paul discusses a question he received from a concerned investor on OpenLine about the influx of cash into markets creating a stock market bubble. The investor wanted to know: Do you think there is a bubble, and when will it pop? Listen along as Paul addresses this increase in available cash and explains a few nuances that may not be obvious to investors who don’t have advanced education in economics or investing. Later in the episode, Paul talks about commodities and how the creation of lab-grown diamonds is increasing the supply and lowering the price of diamonds. Paul explains why all commodities are not investments because they are driven by supply and demand and don’t generate capital.

 

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

Private Equity: Is It the Exciting New Investment Coming to Your 401(k)?

The industry is clamoring around a rule change that will allow you to invest in private equity companies all from the comfort of your 401(k). Pundits are calling this an exciting new opportunity for investors to gain access to investments that outperform the market while offering all the tax benefits. Is any of this true? Today, Paul discusses how easy it is for media outlets to focus on what is new and exciting while sharing the truth about private equities and how they could create a whole new level of risk for average investors who put them in their 401(k)s.

 

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

Bipartisan Proposal To “Fix” Social Security Isn’t What It Seems

Today, Paul continues a conversation from earlier in the week, where members of both sides of Congress came together to propose a new approach to securing Social Security for years to come. Listen along as Paul explains why this solution isn’t really what it seems and perpetuates the idea that Social Security is in dire need of saving.

 

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

Social Security Confusion: How To Use It and How To Fix It

Today, Paul dives into one of the most misunderstood aspects of financial planning: Social Security. Almost no one Paul talks to fully understands how it was formed, what the problems are, and how to make the most of yours when you retire. Listen along to hear a seasoned advisor break down the most common misconceptions and give you a crash course on the most important components of this government program.

 

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

Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 2)

Paul just happened to take the week off at the same time Congress decided to pass one of the largest pieces of tax legislation in recent history. Listen along as Paul jumps straight into this new law and why it will change the future of tax preparation and retirement planning for Americans. Paul covers topics like the standard deduction, child tax credit, bonus deductions for people over 65, new write-offs, Trump Accounts, and what happens with all the debt this bill creates.

 

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

Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 1)

Paul just happened to take the week off at the same time Congress decided to pass one of the largest pieces of tax legislation in recent history. Listen along as Paul jumps straight into this new law and why it will change the future of tax preparation and retirement planning for Americans. Paul covers topics like the standard deduction, child tax credit, bonus deductions for people over 65, new write-offs, Trump Accounts, and what happens with all the debt this bill creates.

 

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

Try To Avoid These Financial Planning Mistakes

Today, Evan, Jonathan, and James talk about some of the most common financial missteps that keep people from being able to retire when they want to or have the kind of income they need later in life. Listen along as these advisors cover topics like taking advantage of your company match, medical expenses, saving for your kids' college, and insurance. 

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 in Four Working Americans Will Need This Insurance Before They Retire

Evan, Jonathan, and James open with a discussion about the declining rates in disability insurance. It seems that more Americans believe they will never encounter a medical situation that prevents them from working for a year or more before they retire. Evan warns that disability insurance is statistically one of the best insurances you can have and is designed to protect your income during your working years. Listen along as these advisors explain some of the nuances of this insurance, why insurance companies don’t usually cover 100% of your income, and what to do if your employer doesn’t offer this coverage as a benefit.

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

Middle East at the Brink of War and Markets Go Up?

Paul shares why even if you had a crystal ball and could see future news events before they happened, it wouldn’t make market timing any easier. After a week of Israel, Iran, and the U.S. being on the verge of military conflict, markets have seen an influx of money come in from everyday investors. Paul shares a few clips from financial pundits this week who admit they would not have predicted this outcome in markets even if they had heard the news days before it happened. 

 

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

AI and Financial Firms: Neither Are Looking Out for Your Interests

Paul shares a study that reveals how AI is actually causing people to turn off important critical thinking skills. What do you think this means for AI’s future? Listen along as Paul talks about similarities between AI and the way firms market: They look like experts. They tell you everything you want to hear, but there are some obvious red flags that they aren’t looking out for your interests. 

 

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