The Investor Coaching Show with Paul Winkler

This week Paul finds a Yahoo Finance article called “Here’s How Rich People Can Help Fix America.” The media won’t stop saying that the best way to fix income inequality is to force the wealthiest Americans to return profits. Today, Paul breaks down this article to help us understand why turning this into policy may not fix anything at all. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

As things continue to change around the world, the dollar seems to be losing some of its power. Today, Paul spends some time breaking down some of the causes of inflation and how it is a complex issue to tackle. Listen along as Paul explains why it is so important to not be overconfident of large US companies and cash. 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 feels safe to be doing what everyone is doing. Your friends purchased a stock, and now it piques your interest, or a co-worker tells you how he updated his 401(k) allocation and you start looking at yours again. Today, Paul breaks down some market trends to help investors tell the difference between going with the flow and staying on course. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Understanding how to navigate your estate with your children can be an emotional situation. You have to take into account sensitive issues like mental disability, personality, or stage of life. In today’s episode, Paul and Dr. Robert Pautienus, an estate attorney, talk about some of the options you have to ensure your family will be taken care of and why it’s important to meet with a professional when creating a will. 

If you want to reach out to Robert with any questions, you can reach him at fedlislawfirm.com or call 615-370-3010.

Some people create a will earlier in life and never look at it again. In today’s episode, Paul and estate attorney, Robert Pautienus, talk about why you need to refresh your will to make it reflect your current situation, as well as how to understand what the beneficiaries will actually receive. Listen along to learn some details about choosing an executor and planning your estate for multiple generations. 

If you want to reach out to Robert with any questions, you can reach him at fedlislawfirm.com or call 615-370-3010.