The Investor Coaching Show with Paul Winkler

A new study reveals how the pandemic altered investors' retirement plans. What trends did the study show and what impact did the pandemic have on younger and older investors' financial futures? Paul and Jim talk about who got hit hardest by the pandemic and what we can learn from some of the early data. 

Young investors are trying to retire as quickly as possible. They’re pursuing passive income streams and living on shoestring budgets to have enough money to retire in their 30s and 40s. Paul and Jim talk about this retirement strategy and why you might just get burned pursuing an aggressive retirement plan like this one. 

What's the outlook for inflation in 2021? Paul answers a listener question: “With the US Treasury Department printing money all the time and the nation's debt climbing even higher, why hasn’t inflation accelerated?” Paul tackles this popular topic and explains why inflation is still low. But what would cause it to go up? Listen along to get a better understanding of the US economy, inflation and deflation, and some of the most common investment traps around inflation.

Have a puzzling investing question? A complicated financial issue? Want to try and stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.

The Secure Act changed what you need to know about the Required Minimum Distributions (RMD) of your retirement accounts. Paul and Evan talk about the many exceptions for taking your RMDs, including some new ones you might not know about. Learn how to make a good plan for taking an income in retirement. 

Have a puzzling investing question? A complicated financial issue? Want to try and stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.

Paypal is now accepting bitcoin as payments, but there are strings attached. Paul and Anne look through PayPal terms of service and notice some pretty strange stuff. Hear about just how hard it's going to be to make these crypto currencies work for consumer spending. 

Have a puzzling investing question? A complicated financial issue? Want to try and stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.

Paul and his team answer listener questions. They tackle topics like capital gains taxes, Roth conversions, and rebalancing between different taxable accounts. 

Paul answers a listener question about the value of the dollar. After hearing a financial celebrity claim the dollar's value is plummeting and crypto currencies’ values are rising, many people are confused about whether or not their money is safe in cash. Paul explains how misleading this can be and why you shouldn’t ditch cash. 

Most Americans don’t have enough saved for emergencies, even small ones. A study shows that most investors would save for emergencies if their employer offered a program. So, why don’t we save enough for emergencies on our own? In this episode, Paul explains that we’re not the only person who gets hurt when we lack savings. Listen along to hear how to overcome the things that might be keeping you from being ready for unexpected expenses. 

Have a puzzling investing question? A complicated financial issue? Want to try and stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.

Paul and Anne talk about how the investment industry is trying to get ahead of what investors want. It’s a great way to make money, but is it good for investors? Listen along to hear about what happens to portfolios when people get their focus wrong. Have a puzzling investing question? A complicated financial issue? Want to try and stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.

In just a few short hours, Bitcoin investors lost $22 billion this week. Paul and his team talk about the bad trading practices happening around Bitcoin and how some lost a staggering amount this week. Listen along to hear how investors are fairing as they ride the cryptocurrency roller coaster. Have a puzzling investing question? A complicated financial issue? Want to try and stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.