The Investor Coaching Show with Paul Winkler

We hope you had a safe and wonderful Thanksgiving this year! In a short episode today, Paul spends some time talking about why Tennessee is a great place to retire, as well as some of the advantages and reasons people might be moving here as they start their retirement years. If you want to learn more about investing and how to see through the sales traps of the industry, download a free PDF resource called The Playbook for Relaxing About Money by clicking here: www.paulwinkler.com.

It’s easy to think, All financial advisors are the same, but when you’re looking for a new advisor, there is a document you need to look at before you trust someone with your hard earned money. In today’s episode, Paul and his team talk about why you should look over and request every firm’s Form ADV. Do you want to know if a firm has a conflict of interest? Do you want to know if the firm has gone bankrupt? Are you interested in their investment philosophy? It’s all in the Form ADV. If you want to learn more about investing and how to see through the sales traps of the industry, download a free PDF resource called The Playbook for Relaxing About Money by clicking here: www.paulwinkler.com.

There are a lot of different financial products out there. It’s important to understand exactly what they are, because when someone tries to sell you one they may not tell you everything you need to know about it. In today's episode, Paul spends time explaining Indexed Universal Life (IUL)—a life insurance product that lets you choose to allocate cash value amounts to either a fixed account or an equity index account.

When you’re saving for your retirement years, you want to do the things that help you build wealth wisely and effectively. The reality is that you don’t have unlimited time. In today’s episode, Paul and his team talk about the issues with using insurance as part of your retirement plan, as well as a case in which you may want to hold on to what you’ve got. If you want to learn more about investing and how to see through the sales traps of the industry, download a free PDF resource called The Playbook for Relaxing About Money by clicking here: www.paulwinkler.com.

Someone told Paul this week, “There are lots of ways to do things.” In today’s episode, Paul and his team discuss if this concept is true to the world of investing. Listen along to hear about what costs you should be willing to endure to achieve your goals and how Paul and his team approach the best practices. If you want to learn more about investing and how to see through the sales traps of the industry, download a free PDF resource called The Playbook for Relaxing About Money by clicking here: www.paulwinkler.com.