The Investor Coaching Show with Paul Winkler

Every year Warren Buffett writes a letter on the American economy, and many investors and investment professionals read it to hear the thoughts of Mr. Buffett about the future. Today, Paul talks about this year’s letter and what can be learned about the market from an experienced investor. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

For decades investors have seen the S&P 500 as a one-stop-shop for investing. With average 10% yearly growth for the last 4 decades, many financial institutions view this index as the standard for measuring other investments to. Today, Paul talks in-depth about what the S&P is—its costs, its blindsides, its benefits, and how it fits into a good investment portfolio. 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

In the last 20 years, the number of publicly traded companies was cut in half. But now it seems like companies are going public more often. Why? Today, Paul talks about why companies are starting to go public again and what benefit this has to companies and investors. If you’re interested in learning more about Social Security, we are hosting a free workshop on March 3rd, at 12pm CST, with valuable information on the topic. You can find out more or sign up here: paulwinkler.com/ss.

Taxes can really hurt your investments when you don't have the right plan in place. So, should you create an investment strategy just for the tax efficiencies? Today, Paul and Evan discuss an article suggesting ETFs in an IRA for the tax benefits. Listen along to hear whether or not this strategy makes sense and how tax savings and returns can exist together in your investments. 

If you’re interested in learning more about Social Security, we are hosting a free workshop on March 3rd, at 12pm CST, with valuable information on the topic. You can find out more or sign up here: paulwinkler.com/ss.

The 60/40 portfolio mix has long been the standard of investor portfolios—especially when you're taking an income from it. Today, Paul and Evan talk about an article in a magazine made for Financial Planners encouraging them to get their investors in a new strategy. What is the new strategy and is it any better than the 60/40 mix? Listen along to hear what Paul and Evan think about portfolio mixes and the investment types that should be in them. 

If you’re interested in learning more about Social Security, we are hosting a free workshop on March 3rd, at 12pm CST, with valuable information on the topic. You can find out more or sign up here: paulwinkler.com/ss.

Inflation is a force that weakens the spending power of your cash, but does it hurt your investments too? Today, Paul and his team talk about investor fears around inflation and how inflation affects the value of stocks. Listen along to hear what kind of investments are the best hedge against inflation and what your other options are. 

If you’re interested in learning more about Social Security, we are hosting a free workshop on March 3rd, at 12pm CST, with valuable information on the topic. You can find out more or sign up here: paulwinkler.com/ss.

Mortgage rates are the highest they have been in months. How does this affect your ability to get a house? Today, Paul and Chad discuss what first-time home buyers need to know to have success, even if mortgage rates go up. Listen along to get some value financial planning advice about home ownership. If you’re interested in learning more about Social Security, we are hosting a free workshop on March 3rd, at 12pm CST, with valuable information on the topic. You can find out more or sign up here: paulwinkler.com/ss.

Goldman Sachs joins the Robo-investing world and is now one of the hundreds of Robo-investors promising lower fees and low account minimums. Today, Paul and Chad talk about how these accounts get managed, the disadvantages of Robo-investing, and how they compare with working with a financial planner. If you’re interested in learning more about Social Security, we are hosting a free workshop on March 3rd, at 12pm CST, with valuable information on the topic. You can find out more or sign up here: paulwinkler.com/ss.

This week two interesting things happened around Tesla and Bitcoin. First, Tesla revealed that they invested $1.5 billion in Bitcoin and then they said they would start receiving Bitcoin as a form of payment. Today, Paul and Arlene talk about what it means for Elon Musk to have encouraged this behavior and what is going to have to happen to the price of a car, if you pay with Bitcoin. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

It’s easy for older investors to have anxiety around their investments because they feel like they have more to lose. Today, Paul and Arlene talk about specific clients who were stuck in the wrong products at the wrong time because they wanted their money to be safe. Listen along to hear what these products were and why they weren’t giving them the safety they desperately wanted. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.