The Investor Coaching Show with Paul Winkler

Paul begins the hour with Wal-Mart’s new online and warehouse strategies to compete with Amazon. Does an investment seem too good to be true? Listen to Paul and Anne’s commentary about “unicorn” investments and affinity fraud. The hour ends with major IRA tax changes.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 December 21, 2019.

The third hour has a variety of short topics including the power of shareholder votes, the costs and benefits of health insurance for everyone, and an inaccurate bond yield forecast. It ends with six lifetime financial goals.This is hour 3 of 3 recorded on December 14, 2019. For more, see www.paulwinkler.com.

The hour starts with the “Trump economy.” This gives an unbiased economic outlook of a few major policies under Trump’s administration. Auto loans are briefly discussed before Paul talks about investor mistakes, which  include gambling on single stocks and market timing.This is hour 2 of 3, recorded on December 14, 2019.For more, see www.paulwinkler.com.

Paul begins the hour with how investors are leaving the stock market and how that affects the markets as a whole. Then, he covers the reasons not to buy bonds for returns, including an explanation of how bond duration affects one’s portfolio. He discusses the possible opportunity cost of owning a home versus investing for retirement. The hour ends with the cost decrease of index funds. This is hour 1 of 3, recorded on December 14, 2019. For more, see www.paulwinkler.com.

Paul continues with the theme of financial abuse and broadens to marital financial issues. This also includes spousal Social Security benefits after multiple marriages. The football coach analogy and 4% rule are covered toward the end. This is hour 3/3 recorded on December 7, 2019. For more, see www.paulwinkler.com.

This hour starts with the psychology of how investors have a fear of missing out on the hottest area of the market, and why this leads to trouble. Paul mentions the inflated ratings of municipal bonds. He ends the hour with the topic of financial abuse. This is hour 2/3 recorded on December 7, 2019. For more, see www.paulwinkler.com.

Paul begins the hour talking about “robo-portfolios.” Most of the hour is about how people make financial decisions and how money does not lead to happiness. Paul ends the hour by discussing a Wall Street Journal article about how GDP may be understated by excluding illegal activity. This is hour 1/3 recorded on December 7, 2019. For more, see www.paulwinkler.com.

Paul discusses a study about millionaire characteristics and the psychological reasons for spending. This transitions to the amount to save for retirement and why compounding interest is effective for early saving.For more, visit www.paulwinkler.com.This is hour 3/3 recorded on November 30, 2019.

The hour starts with a survey about how 1/3 of millennials approve of communism and why they might grow out of it. Paul switches Roth IRA conversions and tax rates. Then the positives and negatives about financial regulation are discussed. He ends the hour with the advantages of a free market.For more, visit www.paulwinkler.com.This is hour 2/3 recorded on November 30, 2019.

Paul begins the hour talking about how most investors follow the crowd and why that causes problems. The lack of diversity in total stock market funds is covered. Paul ends the hour discussing political uncertainty and why diversifying is more important than ever.For more, visit www.paulwinkler.com.This is hour 1/3 recorded on November 30, 2019.