The Investor Coaching Show with Paul Winkler

Paul, Ira, Evan, and Arlene discuss the effects of the novel coronavirus epidemic on globalization. This includes the fight against how China has been buying companies and strategic assets, like ports, in the poorer European countries. Other topics include borders, trade, and changes to supply changes. Listen to learn more about the global effects of the pandemic. Stressed about money in any way? Get the playbook for relaxing about money at https://www.paulwinkler.com/playbook/. This is hour 1/3 recorded on April 11, 2020.

Paul, Evan, Dan, and Ira discuss why the Federal Reserve was created and the many actions they can take to help the economy recover. With extremely low interest rates, the Federal Reserve will need to be creative this time. To learn more about the Fed and to find out what can be done this time, listen in. Seeking to avoid financial mistakes during this downturn? Learn from Paul through a free webinar, available at http://www.paulwinkler.com/webinar. This is hour 3/3 recorded on April 4, 2020.

Evan, Dan, Ira, and Jim join Paul to discuss the new required minimum distribution (RMD) rules and modifications over the last month. Temporary changes to the 10% penalty of withdrawing funds from retirement plans are also covered. Is withdrawing money from your retirement plan a good idea? What can you do if you have already taken out an RMD in 2020 when it is not required for this year anymore? Tune in and find out. Seeking to avoid financial mistakes during this downturn? Learn from Paul through a free webinar, available at http://www.paulwinkler.com/webinar. This is hour 2/3 recorded on April 4, 2020.

Paul, Ira, Evan, and Jonathan cover the details of the Paycheck Protection Program. Then, they discuss possible ways businesses might change after the pandemic is over. How have businesses dealt with major economic changes before? Will social distancing affect how people work in the future and the services offered by businesses? Listen to find out. Seeking to avoid financial mistakes during this downturn? Learn from Paul through a free webinar, available at http://www.paulwinkler.com/webinar. This is hour 1/3 recorded on April 4, 2020.

Paul, Evan, Dan, and Ira discuss the new stimulus package and budgeting. What do you really need? What are some expenses in which you can cut back? Listen to this last half hour to find out. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 3/3 recorded on March 28, 2020.

Evan, Dan, Ira, and Jim join Paul to discuss the new required minimum distribution (RMD) rules. They also talk about issues with market-linked CDs. What are “force majeure clauses” and how can they affect you? Are you required to pay an RMD in 2020 for your qualified retirement plan? What is hidden in the fine print of annuity contracts? Listen to find out. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/3 recorded on March 28, 2020.

Paul, Ira, Evan, Dan, and Jim are in the studio covering current market news. They discuss Jim Cramer’s opinion on millennials investing in stocks during the downturn. With their many years of experience, the PWI gang explains why the market has always recovered and why it’s important to stay optimistic. Dan explains how insurance companies sometimes handle annuities during downturns, and Evan explains how many of the losses people have currently are “virtual losses.” Listen to this very informative hour. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 1/3 recorded on March 28, 2020.

Paul, Evan, Jonathan, and Ira discuss portfolio diversification and why it is essential in times like these. They also discuss the importance of an emergency fund and how much you should keep in it. What about the 2008 recession and recovery afterward? They cover that, too. For the comparison between 2008 and 2020, stay tuned. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/3 recorded on March 21, 2020.

Paul, Evan, Jonathan, and Ira discuss more about the 2008 downturn as well as more calamities throughout history that we have recovered from. They also discuss how the media is influencing and scaring us, how people are having an emotional response to what they’re hearing, and how businesses may incorporate different options into their everyday operations once this is over. For more realistic market news, stay tuned. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/3 recorded on March 21, 2020.

Paul, Ira, Evan, and Jonathan cover current market news. They discuss the differences between investing in single stocks versus diversified mutual funds during a downturn. Good news about potential coronavirus treatments are covered. And finally, should you take advantage of the downturn by investing in equities? Listen to this episode for the best advice. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 1/3 recorded on March 21, 2020.