The Investor Coaching Show with Paul Winkler

Studies show that investors don’t have the retirement investments they ought to have based on the market's returns. Large investment companies lead you to believe that market performance is the issue, but that is inaccurate. If you are trusting these companies with your retirement by using target date funds or allowing the companies to choose your investments, this episode is for you. Listen along to hear why it pays to know more about your investments and not blindly trust large investment companies.

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Paul talks about how some academics use their research to promote products with large commissions. Listen along to hear why it’s not enough to follow every bit of research because not all academics are created equal. The research must be properly vetted.

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Financial companies market products to you based on what you think drives returns. These products can promote stock choice, low costs, or asset allocation, but Paul talks about what really drives returns and why investors should take a certain type of risk. He then describes the kind of return that has proven trustworthy in your investments. Later in the show, Paul talks about a warning from the IMF on cryptocurrencies.

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Having humility and an eagerness to learn are essential to success. Pro athletes listen to their coaches. Business leaders have business mentors. Today, Paul talks about how coachability creates success in investing and why your past investment mistakes might put you in a better place to succeed. Later in the episode, Paul talks about whether the IRS will be monitoring more bank accounts.

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A large segment of the financial industry touts using advanced technical analysis to follow the daily patterns of markets, stocks, and cryptocurrencies to make better predictions about the future. Today, Paul and Jim talk about where research and analysis fit in investing and what you should know about companies that sell technical investment analysis products.  

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Paul connects the dots between the trends of the market and the attitudes of investors now versus the late '90s. Listen along as Paul and Jim discuss what happened to investors in the '90s and some modern parallels we see today. Later in the show, Paul and Jim cover some blindspots that open up investors to poor investment choices. 

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Paul finds a video evangelizing digital currencies and trying to convince investors that passing on crypto is the biggest mistake you can make. Listen along as Paul fills in the gaps and explains what they aren’t telling you about cryptocurrencies. 

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Congress has a new proposal that would change the kind of investments you can put in tax-advantaged accounts. Congress is proposing limits to how much you can gain in a Roth from lucky stock picks. Today, Paul talks about what is going on and what the legal and financial risks are of using your retirement accounts in unconventional ways. Later in the show, Paul talks about possible changes to Thrift Savings Plans.

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You can find a financial headline that reinforces your feelings about the direction markets are headed. So how can you make sure you’re getting reliable information? Today, Paul looks at two different headlines he found this week that told two different stories. Listen along to hear what principles you need to not be thrown to and fro by financial headlines. Later in the show, Paul shares a recently uncovered scam that took millions of dollars from elderly investors.

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After diving into annuities last week, Paul finds an article that makes a case for indexed annuities. Listen along as Paul goes point by point through the article, providing some missing insights and information to give investors more clarity about this product. Later in the show, Paul addresses investors who are worried about the market’s future direction. 

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