The Investor Coaching Show
The Investor Coaching Show with Paul WinklerEpisodes
Episodes of The Investor Coaching Show
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Since 2020, we’ve seen most media outlets on high alert for a looming recession, but unemployment numbers have remained low. Today, Paul brings a WSJ article and asks, “So… when is that recession coming?” Paul and Ira encourage investors not to
Paul and Evan talk about struggles in the world’s largest pension fund, but to their surprise it was not California Public Employees' Retirement System (CalPERS), but China’s public pension fund. Listen along as these advisors explain what is g
Since AI technology has been available to the public, people have spent entire fortunes betting on certain companies or market segments in anticipation of its adoption into everyday life. What's worse, the financial media outlets have made wild
Have you ever seen or heard a financial expert trying to explain away an academic investing principle because “things are different now”? Paul cautions that this is almost always a sales tactic. Listen along as Paul takes on one of these claims
Most people go through two phases in life. First, they work for money and then they let money work for them. Most younger investors can get off to a slow start when it comes to saving and investing. Paul knows that life can easily get in the wa
Today, Paul brings an article about teaching your children financial literacy skills and how to have the conversation in a way that gives them confidence to make wise money-decisions as they grow into adults. Studies have shown the children can
Alabama just removed the state capital gains tax on gold and silver assets, which some pundits say will help ease the burden of Americans struggling with inflation and economic pressure. Paul asserts that this move just highlights that these co
The headlines read like commercial real estate has beaten investing in the market for the last 25 years. The reality is that someone cherry picked one REIT Index against a specific collection of large US companies to make their products look be
Paul and Ira talk about relative loss. It’s easy to see when your investments lose value, but it’s harder to see when your investments are suffering a relative loss. Listen along as Paul explains what relative loss is and how to keep your inves
Most investors agree that not putting all your eggs in one basket is smart, but the financial industry can make that hard to do. Paul continues teaching about diversification from an academic perspective and explains how fund companies distract
A forecaster at JP Morgan is ringing warning bells of a large market downturn, but has the company largely pulled out of the market? No. Paul starts to explain why diversification, a foundational principle of investing, can help you relax about
Paul puts Jeff, a new producer at WTN, on the spot and asks him to think of a question for Paul to answer on the air. After some thought, Jeff shares, “I’ve never invested before, but I think I’m ready to start. Stocks seem like a good place to
Most investors think returns are the best way to measure the success of an investment product, but when asked they aren’t usually able to be more specific about what they mean. Today, Paul and Ira talk about how following the media's ideas abou
Curiosity and education are important in the financial process, but there are some questions that are not good for investors to be asking. After Paul worked with someone this week who got troubling financial advice from a family member, he want
No one is immune to loss and hardship. But just like money and finances can feel difficult or taboo, conversations around grief and mental health can also be difficult to navigate. Today, Paul invites a friend and fellow counselor, Lindsey Casa
No one is immune to loss and hardship. But just like money and finances can feel difficult or taboo, conversations around grief and mental health can also be difficult to navigate. Today, Paul invites a friend and fellow counselor, Lindsey Casa
Do you remember just a few years ago when the media was nervous to see China become the world's leading economy? So many people used this supposed inevitability to take bets on what they market would do as a result. Paul is here to talk about C
Paul shares an all-too-common investing horror story as a warning to investors who think they can trust their advisors without any education. A 50-year-old woman has an advisor who takes her out to lunch, buys presents for her kids, sends her h
Paul gets some great feedback on a video he made late last month about whether or not investors should invest in gold in 2024. Paul takes some time to answer these questions from listeners: 1) If banks and companies are borrowing and going into
When it comes to investing, people are really sucked in by trends. Have you ever heard a friend or family member say, “You’ve got to own this company. This company is going to be the future of ___.”? Today, Paul talks about why people who are a
The investment industry is always harping on topics, like taxes or fees, that they claim will have the biggest difference on your success as an investor. Today, Paul and Jim set the record straight by letting you know that it is the behavior of
It seems like every few months you hear that lack of personal savings combined with a failing Social Security program is leading to a Retirement Crisis. Today, Anne brings an article that points to the fact that there is no real evidence yet to
Evan encourages you to spend a few minutes in reflection about what money means to you and how those beliefs could be affecting your relationship to your finances. Is money good or bad? Is it a struggle for you or out of your control? Are peopl
Today, Paul brings a few questions from his time teaching financial stewardship at Trevecca and wants Evan and Anne to share their perspectives. They start by tackling the question, “What was the best investment you’ve ever made?” and then pivo
Anne brings in an article about how the financial process looks different for people who have generational wealth and what kind of conversations an advisor would have with someone who has less fear of “losing it all” and a greater expectation o
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