The Investor Coaching Show with Paul Winkler

Paul and PWI advisor Jim Wood discuss how insurance companies are hesitating to issue life insurance policies because of the COVID-19 uncertainty. Other types of useful insurance are also covered. What kind of overlooked insurance may protect you against a large frivolous lawsuit? Can your 401(k) protect your assets from creditors? 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 3/3 recorded on June 13, 2020.

Paul and PWI advisor Jim Wood discuss a proposed change to 401(k) plans that would allow investments in private equity. Are private equity and REITs a good method to diversify your 401(k)? Listen to find out what is really meant by the marketing gimmicks, “Is featured in ____” and “Sophisticated investors really mean ____.” 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 13, 2020.

Paul and PWI advisor Jim Wood talk about the trend of gambling on single stocks on free trading platforms. Would you perform your own surgery if you had a scalpel? What proportion of those stock traders are successful compared to passive investors in diversified funds? The riots and their possible effects on the economy are discussed. Will damage be done to the markets long-term? Listen for an analysis. 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 13, 2020.

In this hour, the Paul Winkler team discusses a few strategies for paying for long-term care. If you’re stuck in annuity, there may be an option to exchange it for LTC insurance. Also, the market has had a great week, but how are investors responding? Finally, the team covers how credit scores affect insurance premiums and a method for picking 529 plans for education savings. 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 6, 2020.

Why has the relationship between America and China changed in the last few years? Paul brings on Advisors Ira Work, ChFC®, RFC®, AIF®, AAMS®, CASL®, CRPS®, and Evan Barnard,  CFP®, EA to discuss. They also cover Social Security and investing in silver. Will your Social Security be taxed? Stay tuned 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 6, 2020.

Paul and his team analyze the market upturn over the last couple of weeks. But first, Paul’s latest book is well on the way! In the first segment, Paul and the team discuss his most recent chapter on tax advantaged investing. You won’t want to miss the closing discussion on strategies for reducing your Medicare premiums. Should you always try to get the lowest Medicare premium? 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 6, 2020.

Paul discusses student debt and hedge funds. Should you add hedge funds to your portfolio? Are hedge fund returns reported accurately? The COVID-19 pandemic has interrupted international supply chains including those from China. Will the US and Europe look to get goods outside of China? Stay tuned to find out why this is possible. 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 May 30, 2020.

Are Social Security benefits going to drop to 75% of their current level soon? Paul covers a few ways this drop can be prevented from happening. Also, how are people spending their stimulus checks? What does this tell us about our economy? Listen to this hour to find out if taking Social Security early will prevent lower monthly payments in the future, and whether to believe someone selling that idea to you. 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 May 30, 2020.

Paul discusses an article with the opinion that the United States should get rid of the 401(k) plan. What possible models could replace the 401(k)? Why are pensions replacing the 401(k)? Series EE savings bonds and retirement plan distributions are also mentioned. 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 May 30, 2020.

When an investment firm offers an investment they consider a safe haven, is it safe for your long-term returns? Paul’s team also discusses a poor type of bond to invest in and the 60-day rollover rule. Are market downturns the time for Roth conversions? Stay tuned for the team’s expertise. 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 May 23, 2020.