The Investor Coaching Show with Paul Winkler

Did you know that the market is already adjusting to anticipate changes after the election? In today’s episode, Paul shares a news interview that explains what hedging is and how changing your investment strategy because of current events will almost certainly result in poor outcomes. Listen along to gain some insight on markets during an election 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.

Have you ever felt like you found someone or some information that would allow you to get ahead in the market? In today’s episode, Paul and his team chat about how uncertainty and market timing never work in your favor. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

When you sign an agreement with your financial advisor or firm, you’re signing an arbitration agreement. How can you protect yourself when you suspect that the advisor is not acting in your best interest? In today’s episode, Paul and his team talk about what arbitration is, why you would need to go through the process with your firm, and some interesting examples of investors who had to arbitrate. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

When someone is truly helping you make a financial plan, they are doing more than just spitting out a bunch of numbers and saying,  “Here’s how much you should save and here’s how much you are going to have.” In today’s episode, Paul and Jim explain why these planning techniques plague the planning industry. They also help you see the complexities that make a financial plan work. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

On today’s episode, Paul and his team talk through a book called 10 Global Trends Every Smart Person Should Know. They learn that most key issues have improved over the past hundreds of years, including hunger, poverty, stability in government and GDP. However, they also learn that most people think the world is getting worse, not better. Paul takes a moment to explain that this negative perspective leads people away from international markets—the exact place where all these positive trends are taking place. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

When someone is truly helping you make a financial plan, they are doing more than just spitting out a bunch of numbers and saying,  “Here’s how much you should save and here’s how much you are going to have.” In today’s episode, Paul and Jim explain why these planning techniques plague the planning industry. They also help you see the complexities that make a financial plan work. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Just last week, Snowflake Inc. turned heads after it’s Initial Public Offering more than doubled on it’s first day. Paul invites Jim Wood on the show today to talk about how IPOs generally fare over their first year, and Paul shares why he thinks investing in funds that engage with IPOs are not a good idea. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Tesla was left out of the S&P 500. Paul and his team take this opportunity to talk about what this means for their investors and why no single individual stock or investment is safe from volatility. Listen along to find out more. Upcoming WebinarFor individuals and families with special needs, having a financial plan that addresses those needs is crucial. So sign-up for our webinar, “Special needs families require specialized planning” here: https://www.paulwinkler.com/webinar/

What is the difference between people who are able to relax about money in retirement and those who can’t? In today’s episode, Paul and his team talk about an article that covers the habits of people who just can’t seem to save for retirement. Listen along to hear more about developing the habits and perspectives that create financial confidence.Upcoming WebinarFor individuals and families with special needs, having a financial plan that addresses those needs is crucial. So sign-up for our webinar, “Special needs families require specialized planning” here: https://www.paulwinkler.com/webinar/

President Trump has proposed a dramatic change in how social security is financed. This would involve funding social security with income taxes instead of payroll taxes. Without trying to make predictions about the future, Paul and his team talk about the implications of a fundamental shift like this, what the issues and opportunities of this concept are, and whether or not this could engage both sides of the issue in conversation. Upcoming WebinarFor individuals and families with special needs, having a financial plan that addresses those needs is crucial. So sign-up for our webinar, “Special needs families require specialized planning” here: https://www.paulwinkler.com/webinar/