The Investor Coaching Show with Paul Winkler

Paul and Ira discuss common mistakes investors make with IRAs. These include waiting until the last minute to contribute, choosing a Roth IRA vs. a traditional IRA, making nondeductible IRA contributions, and RMD strategies. Stay tuned to learn effective ways to manage your IRAs without making these mistakes. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/2 recorded on February 15, 2020.

Paul and Ira cover 15 questions you should ask your financial adviser. Some of these include conflicts of interest, if your adviser invests in the funds they recommends, how often the adviser changes funds, and others. They end the hour discussing upside and downside risk. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 1/2 recorded on February 15, 2020.

Paul and Ira talk about preparing for early retirement and a few necessary steps to be successful. This includes effective investing, the “10% Rule,” and a discussion about long-term care insurance. Health insurance alternatives are also covered. The hour ends with a discussion about investor discipline and the election. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money.  This is hour 2/2 recorded on February 8, 2020.

Paul and Ira discuss the advantages of capitalism over socialism and communism. This includes productivity, tax rates, and healthcare. Then they talk about the Federal Reserve and the stability of the dollar versus how it was under the gold standard. The hour ends with power of attorney and wills and this continues in the second 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 1/2 recorded on February 8, 2020.

In the second hour, Paul and Ira discuss the five financial conversations that newly married couples need to have. Such as how they plan on paying bills, what are their long-term goals, or how do they plan to save for retirement? In addition, they speak about various topics regarding social security. What is the enemy of investment success? Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/2 recorded on February 1, 2020.

Paul and Ira Work cover a variety of topics including misleading marketing practices of large fund companies, the importance of a diverse portfolio, and different techniques for measuring risk. What’s the most common investing mistake? Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 1/2 recorded on February 1, 2020.

Paul and Evan begin the hour with changes in education planning from the SECURE Act. Do you think stocks are often overvalued or undervalued? Listen to their discussion about all of the factors that determine stock price. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/2 recorded on January 25, 2020.

Paul and Evan Barnard cover a variety of topics including common regrets of retirees, how investors react to market volatility, how they react to negative news, and how investors change portfolios, now, out of fear. Did you know that qualified domestic relation orders (QDROs) are not only for divorce? Evan covers the SECURE Act and a few other uses for QDROs at the end of this 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 1/2 recorded on January 25, 2020.

Chad Henson makes his first radio appearance to discuss his specialty of special needs consulting. They talk about the financial situation in special needs households, government programs available, ABLE accounts, trusts, and 529 plans. Inheritance left to disabled family members is a major topic. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/2 recorded on January 18, 2020.

Paul and Jim cover an article from Humbledollar about 12 investing mistakes to avoid. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 1/2 recorded on January 18, 2020.