The Investor Coaching Show with Paul Winkler
Latest Episodes
A Sneaky Annuity Sales Pitch and a Chat About Roth Conversions
Today, Paul, Evan, and Ira talk about how frustrating it is that the average agents and investors are fooled into investment strategies that sound better than they are. Listen along as Paul shares abo
Social Security Education Without the Sales Pitch
Today, Paul talks about his most recent webinar on Social Security and why its fairly rare to find education in this industry without a sales pitch. Listen along as Paul covers some important Social
Banks Are Still Not a Reliable Place for Large Deposits
Paul brings an article from WSJ called Will Banks Finally Have to Pay You More For Savings? and explains why inflation and interest rates increases on deposits dont exactly mean higher returns for
Market Update: April 2024
Today, Paul and Ira cover give a market up in light of the wars in the Ukraine and Israel, inflation, and interest rates. Paul plays a clip that poses the question: Is inflation coming inside the Unit
This Tax Benefit Trips Up Real Estate Owners
Today Paul and Ira talk briefly about how 1031 exchanges are a tax benefit that can keep people stuck in real estate investing. The reality is that real estate ownership is a job and there are times
How Are Counseling and Financial Planning Connected? An Interview with Dr. John Kennedy (Part 2)
In a two-part episode, Paul interviews Dr. John Kennedy from Trevecca University. Dr. Kennedy began his career as an accountant and now teaches research methods, statistical analysis, and psychologica
How Are Counseling and Financial Planning Connected? An Interview with Dr. John Kennedy (Part 1)
In a two-part episode, Paul interviews Dr. John Kennedy from Trevecca University. Dr. Kennedy began his career as an accountant and now teaches research methods, statistical analysis, and psychologica
Great Questions from a Younger Generation (Part 1)
Paul gets many chances to answer questions from people who are later in their investing journeys and have specific concerns about a retirement that doesn’t seem too far away. Today, Paul shares a list
Paul and Ira’s First Experiences with Investing
What age did you start investing? Paul teaches a personal finance class at Trevecca, and this was one of many questions he wasnt able to answer in time. This question starts Paul and Ira on a great c
Active Management Is A Problem. Indexing Is Not The Solution (Part 2)
Actively managed portfolios usually have high fees and are full of strategies that lower the diversification of your investment and engage in market timing and speculation. As a result, the industry h