The Investor Coaching Show with Paul Winkler

Do you know what would happen to your estate if you weren’t here tomorrow? Today on the show, Paul invites Robert Pautienus, an estate attorney, to explain everything you need to know about what would happen to your estate if you're single, married, or married with children. Listen along to understand some basics of estate planning and how easy it is to make a plan for your future.

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

We’re coming up to the end of a wild year and it is time to look at executing some tax strategies before December 31st. With all the changes this year, you might have had a change in your income or the deductions you can make. Today, Paul and Evan walk through some things that are different about tax planning this year than a normal 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.

The future is full of opportunities. Do you want that new smartphone or to put a down payment on your first home? There is a way you can have the freedom to spend in the future. Paul and Jim talk about saving and starting now. Saving isn’t only for retiring or preparing for hard times. It also helps you have the skills you need to start relaxing about money. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

You hear this a lot from us, but it is always better to learn from someone else’s mistakes. It might even surprise you that financial planners can make mistakes too. On today’s show, Paul and Anne talk about some of her early investment mistakes and some expert advice she has for people on their investment journey. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Are you or your children in their first job or entirely new to investing? Today, Paul and his team talk about their first jobs, what they did right, what they regret and some things you can do right now to relax about money. Listen along to gain some perspective about how you can get your money working for you. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.