The Investor Coaching Show with Paul Winkler

The Investor Coaching Show with Paul Winkler

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The Investor Coaching Show with Paul Winkler episodes

  • How to Take an Income Out of Your Portfolio (Part 1)
    In this two-part episode, Paul and Jonathan answer an investor who asked: “How can I take an income out of my investments without depleting? And should I take an income when the market is down?” Paul and Jonathan use this opportunity to talk about investment products that promise a steady income with no risk, common income misconceptions, and the strategies and concepts that will help you become an educated investor in regard to taking an income out of your investment portfolio. Listen along as the Investor Coach shares insights on how your money works for you.
    Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
    30 min
  • Supreme Court Unanimously Rules Against Employer
    The Supreme Court ruled unanimously against Northwest University by saying the university provided too many options in their retirement plans. To which, Paul asks, “Aren’t options a good thing?” Listen along as Paul and Arlene cover how this employer had gotten out of control with confusing, expensive investments, what the law states about prudent investments, and what further action needs to be taken for employees to have good options in their 401(k)s.
    Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
    27 min
  • Who Made Money on Meme Stocks?
    Last year, many investors thought they found a money-making scheme and an opportunity to take down some of the largest investment companies by investing in meme stocks. Today, Paul shares a timely article on the topic and a televised interview with Interactive Brokers CEO to shed light on who really made money from these transactions. Later in the episode, Paul dives into what pushes younger investors to take these kinds of investment risks. 
    Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
    21 min
  • FAANG Stocks in Early 2022
    Paul and Arlene talk about how some large U.S. companies have struggled recently and don’t seem set up to provide the kinds of returns people are hoping for long term, even though most investment products and investors are still overweight in this area. Paul covers some recent bumps in the road such as labor participation, consumer trends, and how inflation and currency valuation can create unpredictability between the U.S. and international markets. Later in the show, Paul talks about a record increase in housing prices in 2021.
     
    Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
    29 min
  • TV Is Not a Good Place to Get Investment Advice
    Paul breaks down the performance of trendy investments and investments recommended by trendy finance personalities. Paul encourages listeners to review the performance of investments and ask, “Why is someone trying to sell me this?” It may make for good TV or entertainment, but it’s not a path to a secure financial future. Later in the episode, Paul warns investors trying to get rich from meme stocks by explaining who is really making the money. 
    Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
    19 min
  • Retirement Isn’t the End of Investing
    Paul explains why meeting your retirement savings goal is only the first step toward a long and successful retirement. Listen along as Paul teaches about the dangers of running down your portfolio, how to take an income in retirement that will last your whole life, and why investments that promise no risk to principal won’t provide you with the returns you need toward the later years of your life. 
    Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
    25 min
  • Slow Down Your Thinking About Market Downturns
    We’ve all heard stories about someone losing their money in a market downturn. The financial news outlets often explain market downturns as an omen of financial crisis. Today, Paul works to rewire your thinking around market downturns. Instead of focusing solely on the loss, Paul encourages you to slow down as he describes what historically happens in the first few years after market downturns. Listen along to hear about how downturns are a part of a larger market trend. At the end of the episode, Paul shares how you can look at your statements and know if your investments aren’t properly diversified.
    Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
    22 min
  • RMD Changes and Why QCDs Aren’t Showing Up on 1099s
    Today, Evan answers a question about an investor’s 1099. Ira wants to know why the investor’s full RMD is listed as taxable even though half of the money went directly to a charity. Listen along as the team breaks down why the 1099 is correct and what needs to be done when filing taxes in a situation like this. After that, Evan shares updated mortality tables from the IRS about RMDs for different account types.
    Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
    15 min
  • Fidelity Is Trying to Rebrand Itself

    Today, Paul and the team talk about a popular WSJ article from last week titled “Fidelity, Once Stodgy and Adrift, Bets on Reddit Crowd.” Listen along as the team explains why the company was struggling and needed a rebrand and why playing to younger investors is not a good formula for a secure retirement. Later in the show, Paul shares about Bitcoin’s recent correlation with the NASDAQ.

     

    Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.

    28 min
  • Understanding High Interest Rates on Bonds

    This week, Paul chats with an investor who has been investing in bonds with higher interest rates to try and get higher yields. Paul teaches about bond premiums, inflation, default risks, and why these higher interest rates on bonds expose investors to problems that are hard to see when you’re buying them. Later in the episode, Paul explains why some investors disagree with his investment philosophy in general.

    Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.

    15 min

About The Investor Coaching Show with Paul Winkler

From the publisher's feed

A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can…

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