The Investor Coaching Show with Paul Winkler

Paul and Chad talk about risk and a common way people let emotions and chance into their financial futures. Listen along to hear about what investors can learn about the failure of risk tolerance questionnaires and why you don’t want to evaluate the kind of risk you take based on how you’re feeling at any given moment. Paul explains how this can ruin years of wise investment decisions.

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Most people only plan weeks or months into the future. Very few have the forethought to plan years, decades, or generations ahead. Paul and Jim continue their discussion on setting goals in the new year by explaining how you can evaluate yourself and your finances to choose relevant and attainable goals. Listen along to hear how Paul evaluates his life and goals and the areas you don’t want to overlook as you look forward to 2022. 

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Paul isn’t crazy about New Year’s resolutions and shares his process of setting and achieving goals as we roll into a new year. Listen along as Paul and Jim talk about SMART goals and how to define success in your finances as we move forward into 2022. 

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Paul and Chad walk down memory lane and share their favorite memories of Christmas past. Listen as Paul talks about how we should revisit our favorite past experiences and understand how they have added to our lives by building character, teaching valuable lessons, and motivating us for the future. 

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Paul dedicates an episode to wish you and your family a merry Christmas. Paul and Chad react to his parody of “’Twas the Night Before Christmas,” Paul shares the Polish traditions and meals he grew up with around this time, and he talks about his new book and audiobook.  

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Advisors experience pressure from all different sides, such as academic research, financial industry leaders, their bosses, and their clients. Today, Paul shares a trend of advisors pulling money out for their clients to try to avoid losses, but they still end up missing the upturn. Listen along to hear why Paul thinks this is happening again with fears of inflation. Later in the episode, Dan shares about a new Paul Winkler office in Dickson, TN. 

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Fear of the future forces many investors into despair. Instead of planning and investing, investors might move to cash or not save anything at all. Today, Paul shares a fascinating article that explains how investing has the ability to change the future for the better. Listen along to hear how you can find purpose in investing in a world of disillusionment.  

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Paul performs a parody of the classic poem "Twas The Night Before Christmas."

Companies use Christmas as an opportunity to sell investment products to people looking for good gifts for their kids. Today, Paul and Dan talk about why you need to talk to a financial advisor before buying investment products—even in a situation like this. Listen along to hear why leaving education out of any investment decision isn’t a gift at all. Later in the episode, Paul talks about which interest rates the Fed can set and why adding to Nobel Prize-winning concepts doesn’t help investors in the long run.

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Today, Paul shares about a memorable meeting he had with an investor and his advisor. Listen along as Paul breaks down the investments in the investor’s portfolio, what was wrong with them, and the advisor's reaction. Thus, Paul cautions against blind trust in the investment world, and he offers a solution.

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