The Investor Coaching Show with Paul Winkler

Paul discusses a study about how those who rate bonds can have political motives. Then he covers research about annuities in qualified retirement plans. He ends the hour with common misconceptions about bonds, how young people understand bonds better than older people, and that not all bonds are created equal. This is hour 3/3 recorded on November 26, 2019 For more, visit www.paulwinkler.com.

The hour starts with the effectiveness of CAPE P/E as a market predictor and then China’s issues with centralized control. Paul then discusses keys to successful retirement planning and Social Security for the last half of the hour. This is hour 2/3 recorded on November 26, 2019. For more information, visit: www.paulwinkler.com

Paul begins the hour discussing the personality traits linked to financial success and failure. He talks about who people tend to trust and the biases we have. The hour ends with senior housing real estate risks, who will buy the houses for sale, and the effects of immigration. Hour 1 of 3, recorded on November 26, 2019. For more, visit www.paulwinkler.com.

The hour begins with how socially-responsible investing is well-intentioned but misguided. Paul also discusses 401(k) mistakes and the lack of available diversification offered by many plans. For more, visit www.paulwinkler.com. This is hour 3 of 3 recorded on November 16, 2019.

Paul talks about Solomon’s diversification advice and how presidential candidates are looking into how large mutual fund companies might harm competition among corporations. There are many other topics covered, including Warren Buffett stocks, a comparison of marijuana stocks to the gold rush, and total market fund performance against the S&P 500. For more, visit www.paulwinkler.com. This is hour 2 of 3 recorded on November 16, 2019.

Paul discusses how Google search results favor articles that are biased toward large-growth companies. He also talks about the ethics of robotic portfolios and how they relate to fiduciaries. For more, visit www.paulwinkler.com.  This is hour 1 of 3 recorded on November 16, 2019.

Why do these two extremes drive us so much? How do they lead to bad results? Paul also covers the trouble with weighted indexes, how fund companies trick us into thinking active management works, and then he covers an indexed annuity lawsuit. For more, visit www.paulwinkler.com.

Paul Winkler, Anne Sawasky, and Arlene Brown talk about women’s issues in social security, financial literacy, and other general financial issues for both men and women. Hour 2 of 3 recorded on 11/9/2019. For more, visit www.paulwinkler.com.

Anne Sawasky talks about her family’s battle with cancer and the financial implications. Parallels to health insurance, disability insurance, and emergency funds are covered. Hour 1 of 3 recorded on 11/9/2019. For more, visit www.paulwinkler.com.

Why do some find success while others do not? Paul goes over a workshop he put together about how becoming a millionaire is in reach for the average American. For more, visit www.paulwinkler.com.