The Investor Coaching Show with Paul Winkler

As a continuation of spousal inheritance, Paul, Arlene, and Anne cover assisted living, how technology can allow elderly to retain more independence, and whether or not annuities make sense in certain situations.  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 11, 2020.

According to the U.S. Census Bureau, wives generally outlive their husbands 80% of the time. Many women find themselves unprepared to manage the finances after their husbands passing, not to mention coping with their grief. Financial advisors Anne and Arlene join Paul to discuss how to help women prepare for this. Topics include estate planning, the psychology of a spouse passing away, tax changes, and saving for a 401(k). 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 11, 2020.

Paul and Ira have a conversation about retirement planning. They cover 2020 contribution amounts for 401(k), SIMPLE, HSA, and other accounts. Find out if annuities have improved over the years. Listen to find out why fund companies can get away with their practices and Ira’s grocery store analogy.Click on www.paulwinkler.com to learn more about the various ways Paul Winkler, Inc. can help you relax about money.This is hour 3/3 recorded on January 4, 2020.

Is it better to buy or rent a home, car, boat, or motorcycle than to buy it? Are precious metals good investments? What are the historical returns for each market sector and how do they compare to now? Stay tuned for answers to these questions and more!Click on www.paulwinkler.com to learn more about the various ways Paul Winkler, Inc. can help you relax about money.This is hour 2/3 recorded on January 4, 2020.

Paul and Jim Wood cover the fears from early 2019. Investing gimmicks are discussed later including socially responsible investing, life insurance, gold, trading classes, and others. The hour is finished by covering expert predictions of 2019 and if they were accurate in hindsight.Click on www.paulwinkler.com to learn more about the various ways Paul Winkler, Inc. can help you relax about money.This is hour 1/3 recorded on January 4, 2020.

This hour begins with Paul’s reflective goal setting method. This includes psychological methods to help reach your goals. Aggregation software and navigating our website are discussed later.Click on www.paulwinkler.com to earn more about the various ways Paul Winkler, Inc. can help you relax about money.This is hour 3/3 recorded on December 28, 2019.

As a continuation from a recent show, Paul and Arlene cover the tax changes to IRA distributions. The more detailed discussion includes changes to “kiddie tax,” qualified charitable distributions, trusts, inherited IRAs, and required minimum distributions. These important changes could impact your financial plans, so listen!Click on www.paulwinkler.com to earn more about the various ways Paul Winkler, Inc. can help you relax about money.This is hour 2/3 recorded on December 28, 2019.

Paul and Arlene Brown begin the show with artificial intelligence and investment managers. Then they contemplate the effects of AI on an entire society. Is socially responsible investing a good idea? Tune in to find out.Click on www.paulwinkler.com to earn more about the various ways Paul Winkler, Inc. can help you relax about money.This is hour 1/3 recorded on December 28, 2019.

This hour begins with Paul’s discussion about how selling during political uncertainty can be costly. Hedging and inflation risk are covered later. Many short topics and examples are covered.Click on www.paulwinkler.com to learn more about the various ways Paul Winkler, Inc. can help you relax about money.This is hour 3/3 recorded on December 21, 2019.

New IRA required minimum distribution rules are discussed. Very important changes to individual retirement accounts are covered the whole hour by Paul and Anne. Stay tuned for anyone you know who is approaching 70.5 years old.Click on www.paulwinkler.com to learn more about the various ways Paul Winkler, Inc. can help you relax about money.This is hour 2/3 recorded on December 21, 2019.