The Investor Coaching Show with Paul Winkler

Today, Paul and Robert Pautienus explain what a living trust is, how it works, and why it may benefit your estate plan. Listen along to hear what happens when you put an IRA in a trust or will and when it’s a good idea to do so.  

Join us for a workshop that covers debt from a different angle. For more information and to sign up, click here: www.paulwinkler.com/debt.

Join us for a special episode of “The Investor Coaching Show” recorded on the 20th anniversary of 9/11. Paul takes a moment to reflect about being in New York during the tragedy, the start of “The Investor Coaching Show” 20 years ago, and how Wall Street was affected by an attack so close to major stock exchanges.

Join us for a workshop that covers debt from a different angle. For more information and to sign up, click here: www.paulwinkler.com/debt.

Paul invites Robert Pautienus, an estate attorney, back onto the show to talk about the most common estate planning mistakes. Listen along to hear how your plan gets executed under the law and how to understand different kinds of power of attorney. Later in the show, Paul and Robert work to demystify trusts and explain how they can fit into your estate plan.

Join us for a workshop that covers debt from a different angle. For more information and to sign up, click here: www.paulwinkler.com/debt.

Paul and his team talk about five investing superstars coming together in search of the perfect portfolio. But these investors don’t exactly agree, which is problematic. Listen along as Paul and his team dive into the differences and to whom you should listen when developing your own investment philosophy. 

Join us for a workshop that covers debt from a different angle. For more information and to sign up, click here: www.paulwinkler.com/debt.

A listener asks Paul what he thinks about the market’s high PE ratio. Is the market due for a drop? Paul describes the difference between forward earnings and past earnings. Paul and his team also cover an article about addictive investing and taking out loans to bet on the stock mispricings. Later, Paul and his team answer a listener who wants to know: Can I transfer my 401(k) into a new or old IRA and will I be taxed on it?

Join us for a workshop that covers debt from a different angle. For more information and to sign up, click here: www.paulwinkler.com/debt.

Why are railroad tracks exactly 4 feet 8 1/2 inches apart? What does that have to do with retirement planning? Paul and his team talk about how retirement has changed over hundreds of years. Listen along to hear what retirement practices have worked for generations and why you need a retirement plan. Later in the show, Evan talks about how to tell when investment content is about selling you a product rather than having your best interests in mind.

Join us for a workshop that covers debt from a different angle. For more information and to sign up, click here: www.paulwinkler.com/debt.

Politicians are trying to fix Social Security by raising income taxes on the wealthy. Today, Paul talks about why that alone is not enough to fix all the issues. Listen along to learn about the complexity of Social Security and the many factors that could be changed over time to make the program more stable. Later in the show, Paul talks about young investors taking on debt to invest and about an upcoming workshop he’s teaching on debt.

Join us for a workshop that covers debt from a different angle. For more information and to sign up, click here: www.paulwinkler.com/debt.

Wealthy people aren’t immune to making mistakes with money. Paul covers an article about common mistakes wealthy people make with money, what you can learn from them, and a costly yet overlooked mistake that harms investors at any stage of the process. 

Join us for a workshop that covers debt from a different angle. For more information and to sign up, click here: www.paulwinkler.com/debt.

Today, Paul answers questions that came up from his inheritance workshop. Listen along as Paul talks about giving money to your kids and the five-year rule and the difference between inheriting money from a parent and inheriting money from someone else. 

You can now ask Paul, The Investor Coach, any question for him to answer on the show. Submit your questions here: paulwinkler.com/question.

Paul often talks with frustrated investors who don’t understand why their investments are not performing after choosing an investment manager with a past performance of great returns. Today, Paul sets the record straight about why this happens and what you should look for in a manager instead. 

You can now ask Paul, The Investor Coach, any question for him to answer on the show. Submit your questions here: paulwinkler.com/question.