The Investor Coaching Show with Paul Winkler

Some people love them. Some people think they are a waste of time. Today, Paul talks with his team about some of his family's New Year’s traditions and why it is important to learn, grow, and plan for a better future—personally and financially. Listen along to hear Paul talk about how drumming has helped him become a planner and get some great ideas that may make a difference as you start a new year. 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 always a good idea to look back and reflect on what you learned in a year, but what you don’t want is your financial planner telling you what they learned with your money this year. Today, Paul, Anne, and Arlene talk about why it was so important to have a skilled planner this year and some predictions the financial industry made about 2020 that were downright laughable. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Insurance companies are getting smarter about what products they offer. Today, Paul talks about a product he’s starting to see more of lately: the variable annuity. Is this actually a smart and sound investment product, or are they just doing more of the same? Listen along to learn some important details about variable annuities. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Greenwashing is an interest in sustainable investing. More specifically, it’s investing in ESG funds. Today, Paul talks about why this is more of a sales tool for fund companies than it is a great idea for investors. Listen along to gain some insight about the kinds of products that are designed to sound better than they perform. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

There is a disturbing trend of investors putting almost all their retirement money into target date funds. And it might just be because investors are chasing returns. Today on the show, Paul does a deep dive on the troublesome nature of these funds and explains that the management fees aren’t even the biggest issues with them. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.