The Investor Coaching Show with Paul Winkler

When is the best time of year to take your RMD? Paul answers a question from Courtney, who asks about the main considerations for deciding when to take an RMD. Does it matter if the market is up or down?

Studies are showing that most investors are not getting better returns from working with an advisor. This has led to a major DIY investment industry. Today, Paul and Ira discuss how the investment industry makes you feel you're investing on your own, even when you are not. Listen along to hear why being an educated investor is the key to not taking too much risk.

If money doesn’t buy happiness, then why save it? Today, Paul and Ira talk about where happiness comes from and how money fits into the equation. Listen along to gain some insight why finding contentment outside of your bank account makes you a better investor.

Demand for products keeps going up, and as long as people are interested in buying them, companies won’t be afraid to raise their prices. Today, Paul and his team talk about how companies and consumers are behaving in a world where people are ready to get out and spend their money. Listen along to hear what factors are driving up prices. 

New studies about the effects of credit cards are coming out, and they are giving us valuable information about this financial product. Listen along to hear what these studies are finding and about how credit cards affect your brain and bank account. 

There are many ways our brains work against us in investing. One is by thinking that more is always better. Today, Paul and his team talk about the mistakes investors make when they keep adding things to their investments and strategies. Listen along to hear the team talk about when the idea of more gets in the way of investment success.

Women have unique retirement challenges. They live longer and have less Social Security benefits. The COVID-19 pandemic only made things more complex by forcing kids to stay home and hitting women dominated business sectors such as education, hospitality and service. Today, Paul and Anne talk about these issues and how they influence the planning process.

There are plenty of things investors need to be worried about, but today, Paul and Anne bring some peace into the investment process by giving you permission to stop worrying about these 10 things. Listen along to get some clarity about what really matters in investing and what is only going to cause stress and anxiety. 

This week, Congress is working on the Secure Act 2.0, which is enjoying bipartisan support. Paul and Anne talk about this retirement bill and how it would improve retirement planning for Americans—if it becomes law.

A great financial advisor can keep you from getting caught up in the latest craze, but the wrong advisor will just get you hooked on the excitement. The problem is studies show advisors aren't helping investors perform much better than investors going it alone. Paul and Anne talk about how you can check up on your advisor to see if they are making these mistakes with your money.