The Investor Coaching Show with Paul Winkler

While following your roadmap to retirement, there are some common obstacles that can keep you from reaching your destination. Over the next few episodes, Paul gets down to the basics to help you get where you're going and see the common retirement pitfalls before you run into them. 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.

While following your roadmap to retirement, there are some common obstacles that can keep you from reaching your destination. Over the next few episodes, Paul gets down to the basics to help you get where you're going and see the common retirement pitfalls—before you run into them. 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.

Take a look at President Biden’s tax proposal, which includes almost doubled capital gains tax for some Americans. Paul and the team help explain how these taxes affect investors, property sales, and planners. Listen along to hear Paul and his team’s strategy to avoid these taxes and reduce cost for investors. 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 investment industry provides so many ways to rate and measure investments. If you're using these to choose which investments are right for you, you're likely making risky decisions. Today, Paul talks about how these investment instruments work, why they are problematic, and how to avoid flying blind with your investments. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Businesses do some remarkable things as the world changes around them. Today, Paul and Anne talk about robot lawn mowers, rising lumber costs, and how the last year might shake up industries in ways we never expected. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Today Paul answers a listener question who asks: My father is 81 years old and wants me to inherit some property he owns. How do we create an estate plan where we avoid unnecessary taxes? Listen along to hear Paul talk about the difference between a quitclaim vs. trusts, taking advantage of step up in basis, and how to navigate the taxes around property and property sales. If you have a question and want to ask the Investor Coach, you can go to our website and submit it at paulwinkler.com/question.

Today, Paul gets asked: Why should I wait until 70 to receive my social security payments? Paul talks about the nuances of finding a breakeven in payments and how to find the optimal age to take benefits. Listen along to hear what factors into taking payments, when it's safer to wait, and when it’s better to take benefits. If you have a question and want to ask the Investor Coach, you can go to our website and submit it at paulwinkler.com/question.

It’s dangerous to own stocks that are overpriced because inevitably the price is going to have to come back down. Are most stocks overpriced right now? Should you be wary about having your money in the market? Today, Paul and Jim break down the data to see if stocks are overpriced, which are overpriced, and what you need to know. If you have a question and want to ask the Investor Coach, you can go to our website and submit it at paulwinkler.com/question. 

Today, Paul answers another listener question: What's the best platform to start investing? How do I recognize stock manipulation and avoid it? Paul breaks down what practices to avoid at all costs, how to purchase investments without paying unnecessary markups, and the best places to start investing. If you have a question and want to ask the Investor Coach, you can go to our website and submit it at paulwinkler.com/question. 

Today, Paul answers a question from a listener: I am about to retire. I have social security benefits, retirement accounts, and Stock Appreciation Rights. How should I use the Stock Appreciation Rights in my plan to take an income? Listen along to hear Paul explain Stock Appreciation Rights and how taking them as income affects your income tax and social security benefits in retirement. If you have a question and want to ask the Investor Coach, you can go to our website and submit it at paulwinkler.com/question.