The Investor Coaching Show with Paul Winkler

Join Paul in a two-part episode as he walks through the fundamentals of investing. Grab a pen and paper as Paul asks you to write out what you know about investing and to reevaluate if it’s true or the result of incessant marketing tactics. Listen along as the Investor Coach unpacks decades of investment trends and messaging and helps you find a path forward where you can tune out the noise. 

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Most of the financial industry runs off a standard of “suitability.” In short, as long as the solution someone offers suits your needs, it is acceptable. Today, Paul and Ira talk about the differences between suitability and fiduciary standards and how both of them can be used to hurt investors.  

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Today, Paul dives into a recent WSJ article: “Bond Investors Aren’t Buying Crypto Craze.” Listen along to hear some of the struggles crypto brings to more conservative investors and why the volatility of cryptocurrencies makes them more risky than valuable.

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Investors have saved their working lives and plan on a future income that is 4% of their portfolio, but will this income strategy still work in the current market? With inflation this high and interest rates so low, is this the right way to take an income on your investments? Having researched the issue, Paul explains how these market forces affect the 4% rule. Later in the episode, Paul talks about an issue with Bitcoin mining.

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Investors are always afraid of market drops, but not all portfolios are created equal. Today, the Investor Coach asks how a 20% drop would affect your portfolio. Listen along as Paul and Jim talk about how downturns are a natural part of the market and why downturns are so challenging for investors. Later in the episode, the SEC finds widespread deficiencies among robo-investors.

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Some of the most popular companies in the investment market have gotten extra help from long-term low interest rates. Today, Paul and Jim do a deep dive into how low interest rates help these companies more than others and how inflation could hurt growth stocks in a unique way. Later in the episode, Paul answers the question: Are top-heavy markets unusual?

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In the age of the internet, we are inundated with videos and photos that have been heavily edited and only show the greatest moments of someone's life. This is one of the reasons companies like Facebook have been under scrutiny and the study of internet addiction is rising. Today, Paul and Arlene talk about how investment products are digitally manipulated and how to spot “photoshopped” investments. Later in the episode, Paul shares what he thinks is the most dangerous thing about the investment industry now. 

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One of Paul’s friends recently received an email from Chuck Norris because Chuck was concerned about Paul’s friend losing his whole retirement savings and wanted to help. Listen along to understand how companies and celebrities work together to undermine your trust in your investments and sell you different products. Paul later shares a grave warning from the SEC about investment newsletters.

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Late last week, the House passed Biden’s $1.2 trillion infrastructure bill. Paul and Anne talk about their first impressions as well as retirement and tax implications. With all of the news coming from Washington, you may have missed that the IRS changed its limits on retirement contributions.

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When people are experiencing loss and hardship, certain positive thinking can be toxic and unhelpful. In this episode, Paul talks about the difference between toxic positivity and a helpful kind of hope or optimism. Listen along to hear why it’s important to embrace hardship and build resiliency in both your life and investments. Later in the episode, Paul warns that pundits are talking about inflation in an irresponsible way.

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.