Episodes

Friday Jul 22, 2022
Gold Doesn’t Provide Security
Friday Jul 22, 2022
Friday Jul 22, 2022
Paul and Ira talk about why people think about gold when they’re looking for financial security. Listen along as two experienced advisors have a frank conversation about whether gold is a good option or not, how it is marketed to investors, and what would happen to gold in the worst scenarios.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Thursday Jul 21, 2022
Real Innovation vs. ESG Investing
Thursday Jul 21, 2022
Thursday Jul 21, 2022
Today, Paul shares the article “The Many Reasons ESG Is a Loser” from the Wall Street Journal that outlines why ESG investing is expensive, risky, and not necessarily sustainable. Paul and Ira compare this kind of marketing tactic to some new real innovations that could make the world a better place.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Wednesday Jul 20, 2022
Is New Technology Going to Take Our Jobs?
Wednesday Jul 20, 2022
Wednesday Jul 20, 2022
Today, Paul tackles some common investor fears around changing technology, job security, and the safety of your retirement savings. Listen along as Paul explains why free markets and proven investing principles create investing success and how these fears can move you into financial habits and products that don’t deliver what they promise. Later in the show, Ira reminds investors how real estate returns compare to other investment options.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Tuesday Jul 19, 2022
What Happens to the Economy When People Lose Confidence?
Tuesday Jul 19, 2022
Tuesday Jul 19, 2022
So far this year, both the market and the attitudes of investors are down. But the news out there isn’t all bad. Today, Paul and Ira talk about the WSJ article “People Have Money but Feel Glum—What Does That Mean for the Economy?” Listen along as Paul and Ira compare the current economy to past downturns and explain what happens when people lose confidence.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Monday Jul 18, 2022
How Smart Investors Handle Bear Markets
Monday Jul 18, 2022
Monday Jul 18, 2022
Today, Paul and Arlene cover a WSJ article called “What Smart Investors Do in Bear Markets.” Paul shares what he likes about the article and helps investors understand more about bear market investing. Later in the episode, Paul and Arlene talk about Elon Musk filing to terminate his deal to buy Twitter.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Friday Jul 15, 2022
One Prime Minister Assassinated, Another Resigns
Friday Jul 15, 2022
Friday Jul 15, 2022
Paul Winkler and Arlene Brown talk about the death of Shinzo Abe, the longest-serving prime minister of Japan. Listen along as Paul and Arlene explain the challenges of the Japanese economy compared to the U.S. and Abe’s influence on the region. Later in the show, they talk about the resignation of Boris Johnson, the prime minister of the United Kingdom, and how Brexit affected his legacy.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Thursday Jul 14, 2022
An Interview With Rock Drummer Sandy Gennaro
Thursday Jul 14, 2022
Thursday Jul 14, 2022
Paul invites Sandy Gennaro on “The Investor Coaching Show” for a thoughtful conversation about life, leadership, and business. Sandy is an American rock drummer, public speaker, and author who has worked with artists such as Pat Travers, Cyndi Lauper, and Joan Jett. Listen along as Paul and Sandy talk about his new book Beat the Odds in Business & Life.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Wednesday Jul 13, 2022
Understanding the Money Personality Types (Part 2)
Wednesday Jul 13, 2022
Wednesday Jul 13, 2022
Did you know there are eight common money personality types? One of the most important parts of financial success is discovering your personal beliefs and attitudes toward money. In a two-part episode, Paul and Ira cover the common money personality types to help you identify your personality type and grow into a more confident person in this area.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Tuesday Jul 12, 2022
Discovering Your Money Personality Type (Part 1)
Tuesday Jul 12, 2022
Tuesday Jul 12, 2022
Did you know there are eight common money personality types? One of the most important parts of financial success is discovering your personal beliefs and attitudes toward money. In a two-part episode, Paul and Ira cover the common money personality types to help you identify your personality type and grow into a more confident person in this area.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Monday Jul 11, 2022
How Much Will You Spend in Retirement?
Monday Jul 11, 2022
Monday Jul 11, 2022
Understanding your spending and saving habits is an important part of being prepared for retirement. Today, Paul and Michael discuss the Kiplinger article titled “An Easy Way to Find How Much You Will Spend in Retirement.” Listen along as the two financial planners share practical tips for understanding your finances well enough to avoid trouble in retirement.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
