The Investor Coaching Show with Paul Winkler

Social justice and responsibility are at the forefront of people’s minds today, but should those things be a factor when it comes to your 401(k)? Listen to Paul and his team as they discuss the potential risks associated with making socially-minded decisions in the market and what role personal values can play for investors. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 1/3 recorded on July 18, 2020.

We now have data on the types of people who stockpiled toilet paper versus those who didn’t. How does this data relate to the stock market? Also, the current pandemic and state of quarantine has caused many to rethink retirement. Companies are shifting to a “phased in” retirement that benefits both company and employee. Listen to learn more. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 3/3 recorded on July 11, 2020.

In this hour, Paul and the team discuss key biases that plague investors, including the framing and groupthink biases. How do these biases work? And how can you overcome them? Stay tuned for segment three, though, when Paul and his team dive into recent innovations and what those innovations could mean for the market. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 2/3 recorded on July 11, 2020.

The latest numbers on investor returns are now available. What is the average investor’s return in the stock market? What contributes to those returns? Do big investors make the same mistakes? And finally, can investing be fun? Listen to find out. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 1/3 recorded on July 11, 2020.

Paul and his team continue the discussion from the last hour about protecting the American dream. What are the best strategies for saving in retirement plans? How do you pick portfolios for the plans with time horizons? Should you be concerned about getting a reverse mortgage? Stay tuned. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 3/3 recorded on June 27, 2020.

Paul Winkler and his team discuss ways to obtain and protect the American dream. How much should you save in an emergency fund? What is the 10-10-10 rule, and how can it help you save? What is the biggest financial regret people have had since the coronavirus pandemic? Listen to find out. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 2/3 recorded on June 27, 2020.

Paul and advisors Arlene Brown (ChFC®, CLU®, CDFA®) and Anne Sawasky (ChFC®, J.D.) talk about how to find the American dream. Arlene shares her story about obtaining citizenship from the Philippines. You can hear about their experience of the American dream, how to find what you like to do for a career, and how the US economy fits into the picture of the world economy. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 1/3 recorded on June 27, 2020.

Paul is joined by advisor Jim Wood, CFP®, in this discussion about cybersecurity and the markets. Did you know six companies make up 24% of the market value of the biggest 500 companies in the US? What can you do to protect yourself against hackers and scams? Should you focus on FAANGM? What is FAANGM, anyway? Listen as Paul and Jim break down this critical segment of investing. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 2/3 recorded on June 20, 2020.

Paul covers subtle forms of market timing. We know market timing is futile, but people often try to time the market without even realizing it. Paul uses current examples to show what this looks like. Also, is gold an investment? Where do most financial advisors concentrate their assets? And, how do companies plan for elections? Listen to find out. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 1/3 recorded on June 20, 2020.

Is sector investing a good idea? Will governments decide that the big technology companies are monopolies? Paul digs into history of the AT&T breakup. Could a similar breakup occur with some of the major tech companies today? Also, when investors are optimistic about stocks, should you join the hype of waiting it out? Stay tuned. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 3/3 recorded on June 20, 2020.