The Investor Coaching Show with Paul Winkler

It’s a new year and a new opportunity to recommit to some of your retirement goals. Making new goals is helpful, but the investments you choose are also important. Today, Paul warns investors not to make the quick and easy decision of investing in target-date funds. Listen along to hear what research shows about these funds and why one-size-fits-all investments tend to fit nobody. Later in the episode, Paul shares a few more things to consider when choosing your asset mix. 

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You may be hearing that more of your friends and family are considering moving into an RV to work remotely or to live in while retired. Paul and Ira talk about how home and travel fit into work life and retired life. Later in the episode, Paul pivots the conversation to a new problem that is disrupting the insurance companies and the investment products they sell.

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Today, Paul and Ira go through a few major investment firms’ predictions about 2021 and what would have happened if you had followed their investment advice. Listen along to hear why you should be skeptical if your investment firm asks you to change your investments based on a “new year’s outlook.” Later in the show, Paul explains how you can know if your investments are safe from the kinds of practices that permeate the industry but hurt returns. 

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Today, Paul talks about equal-weighted index funds and if they give you better returns. Paul and Ira talk about how what percentage of companies represent the return of markets historically and why investing equally in companies is problematic. In the second half of the show, Paul discusses how most investors think all investment companies are the same because they speak the same language. But in actuality, investment firms have different philosophies. Listen along to hear why Paul is so adamant about educating investors.

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Today, Paul answers a listener who asks whether long-term care insurance is better than saving for these expenses on your own. Paul explains some of the complexities around insurance and end-of-life needs and why he has been a proponent of having long-term care insurance. Later in the episode, Paul shares his big prediction for 2022.

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.

An investor reached out to Paul this week to ask about investing in the Invesco QQQ ETF—a fund that tracks technology companies. Paul takes a look at the ETF, its past performance, and  the promises this company makes about the fund. Listen along to hear the Investor Coach explain why you should resist the urge to invest when you find a fund that has high ratings, a great story, and seemingly incredible returns.  

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.

Today, Paul and his team talk about the most popular podcast episodes in 2021 month by month. Listen along to reflect on what was most important to investors last year, financial products and philosophies that hurt investors, and some of the trends that might follow us into 2022.

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.

Today, Paul and his team talk about the most popular podcast episodes in 2021 month by month. Listen along to reflect on what was most important to investors last year, financial products and philosophies that hurt investors, and some of the trends that might follow us into 2022.

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.

In the second half of this episode, Paul talks to those who have tried to set goals and just haven’t found success. How do you set goals? How do you reflect on what you really want and then take the steps to reach it? Today, Paul, Evan, and Anne offer some advice. Listen along to this two-part episode as they talk about the importance of personal goals, how to assess yourself personally, their strategies and philosophies, and the building blocks of a fulfilled 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.

In order to achieve your goals, you need to know your strengths and weaknesses and where you are and where you’re trying to go. Paul brings Evan and Anne in to continue the conversation about approaching the new year and a holistic approach to goal setting. Listen along to this two-part episode as they talk about the importance of personal goals, how to assess yourself personally, their strategies and philosophies, and the building blocks of a fulfilled life.