The Investor Coaching Show with Paul Winkler

What Does the Worst Inflation in 40 Years Mean?

While we are experiencing the worst inflation in 40 years, this fact doesn’t paint the whole picture of what is happening in our economy. Paul spends some time comparing the markets and economies of the early 1980s to today’s markets and economies to explain why cherry-picking facts like these may lead to bad investment decisions. Later in the show, Paul examines an article about why the energy industry is slow to respond to the president’s urging to produce more oil and natural gas.

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

U.S. Currency Value Stays Strong

The U.S. Dollar Index has risen steadily over the last year, which is having an effect on companies. Paul talks about currency value, why this has surprised some experts, why a strong currency can be helpful during a time of inflation, and how it affects U.S. companies trying to sell goods overseas. Later in the episode, Paul shares some reason for optimism in both the stock markets and housing market.

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

401(k) Administrator Sues Government Over Crypto

Crypto can’t stay out of the news, and this time a 401(k) administrator is frustrated that they may come under scrutiny over this risky offering in their plans. Paul talks about how these administrators cave and allow investors to put a smaller amount of their money in trendy assets. Listen along to hear why that logic doesn’t work and why companies let you take on risk to keep you as a client. 

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Building a Budget With Brian Koonce

Whether you’re looking for a better understanding of your monthly expenses or you have received a large sum of money and don’t know what to do about it, having a spending plan is an important part of being relaxed about your money. Paul brings on Brian Koonce, who has experience guiding people in their spending plans, to talk about budgeting. Listen along as Paul and Brian talk about why budgeting can be an emotional topic and some guiding principles that can help people who are just getting started all the way to people who are wealthy and retired.

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Starting a Financial Plan With Chad Henson (Part II)

Paul and Chad continue the conversation about what a financial plan is and how you can get the process started. Paul has Chad walk specifically through his planning process with a new client from the beginning as they demystify the planning process. Listen along to hear why it’s important to have someone who knows your goals and your financial situation and can help you avoid any pitfalls as your needs change. 

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Starting a Financial Plan With Chad Henson (Part I)

Chad Henson returns from some time off, and he and Paul dive into a conversation about how planning for retirement and a vacation can be similar. Paul has Chad walk specifically through his planning process with a new client from the beginning as they demystify the planning process. Listen along to hear why retirement is too important just to hope everything will work itself out. You need to have someone who knows your goals and your financial situation and can help you avoid any costly mistakes. 

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Real Estate Dangers

As the interest rates change and prices stay high, owners, investors, and renters are trying to find a way forward without making costly mistakes. Today, Paul talks about some more popular ARMs and how they compare to the products we saw in 2008–2009 and how the changing landscape is causing tensions between renters and rental owners. Listen along as Paul explains why real estate investing isn’t the same as investing in the market.

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

How to Break the Inflation Cycle

As much as we hear that inflation is here to stay, some evidence suggests U.S. inflation is slowing. Paul and the team talk about why changing your investing habits during inflation is market timing and how companies and consumers can adjust and break the inflation cycle. Later in the show, Paul breaks down another frustrating Social Security bill that seems to be a benefit expansion disguised as a way to keep the program funded. 

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Emerging Markets and Investing in China

Paul fields a question of concern about investing in emerging markets, especially when countries who don’t follow some basic tenets of free markets, like China, are included. Today, Paul and the team explain the principles around investing in foreign and emerging markets, why you may see investment in China in your portfolio, and if you should be concerned. Listen along to hear about some biases Americans have when they invest in foreign markets and why the market styles (both established and emerging) expose investors to different opportunities.  

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Being Smarter Than Executives and Business Leaders

A lot of people struggle with the idea that they aren't intelligent enough. Today, Paul shares an article about how some of the brightest people make some of the biggest mistakes. Listen along to hear why there are different kinds of intelligence and how they don’t all translate well to the world of investing. Later in the show, Paul talks about why wealthy investors shouldn’t be imitated after they invest more heavily in private equity.

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.