The Investor Coaching Show with Paul Winkler

Paul walks through some of the traps and concerns around purchasing long-term insurance. Listen along to hear about why it’s important to think through how long you receive benefits, how long it takes for benefits to kick in, and how to use the other aspects of your financial plan to determine how much you might actually need.

Paul walks through what a style box is and it is used. Listen along to learn about a foundational investing concept that helps you understand what kind of investments you have and where some of your diversification blindspots may be. 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

The financial media loves to talk about record highs in markets because it makes investors feel like something important is happening. Today, Paul talks about a MarketWatch article called, “Gold prices keep breaking records in 2024. Central banks are driving the rally.” and explains two important investing concepts around this topic: market timing and investing in commodities vs. equities. Listen along as Paul looks back at almost 100 years of investing and confirms that it doesn’t matter how many records gold breaks. Gold just cannot keep up with stock returns.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Do you know what “yield curves” are? Today, Paul gets a question about them and explains what they are, what yield curve inversions are in the economy,  and why they aren't really an indication of specific market movements. Later in the episode, Paul says that the industry wants you to be stuck between market timing and indexing, but that there is another way forward called diversification.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Today, Paul and Jim talk about how boring it would be for everyone to have PWI take over the daily market updates on national TV programs. The reality is that Paul and Jim would make just about the same market update everyday. Listen along as the two advisors talk about how the financial media creates fear to increase engagement and the industry responds by creating products to sell fearful investors. Paul admits that educated investors aren’t interested in minute-by-minute updates on their investments and that educated investors don’t fall for the hype around market updates. 

Paul has Mark Matson on the show to talk about his experience on national television as a trusted source regarding market movement and investing principles. The two talk about why the financial media doesn’t have enough accountability and share an exciting opportunity for Mark and Paul to share some of the principles, give out copies of Mark’s new book, and generally show appreciation for clients at a workshop on October 11th.

Today, Paul has Mark Matson on the show to talk about two sides to investings. The first side is about selling products, following prestige, and using gambling and insurance companies and fund companies turning a profit. The second side is about understanding your true purpose for money and shifting from you working for money to your money working for you. Listen along as these two advisors and life-long friends talk about three industry practices that leave many people feeling disillusioned about investing. Later in the episode, Mark talks about his transition from selling products and making commissions to helping people feel confident in their own American dream. The two talk about how predatory annuities are and hope for a future where companies aren’t allowed to take advantage of their clients in this way.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Today, Paul invites Mark Matson onto the show to talk about his new book, "Experiencing the American Dream: How to Invest Your Time, Energy, and Money to Create an Extraordinary Life.” Paul and Mark talk about his book, which is a mix of memoir, personal development guide, and investing guide. Listen along as Mark shares growing up in rural West Virginia and why the concept of the American Dream is so important to him and his family. Paul and Mark also discuss having an entrepreneurial spirit, truly appreciating the freedom you have as Americans, and the profound influence these two friends have had on each other—in work, in faith, and in family life. 

Today, Paul invites Mark Matson onto the show to talk about his new book, "Experiencing the American Dream: How to Invest Your Time, Energy, and Money to Create an Extraordinary Life.” Paul and Mark talk about his book, which is a mix of memoir, personal development guide, and investing guide. Listen along as Mark shares growing up in rural West Virginia and why the concept of the American Dream is so important to him and his family. Paul and Mark also discuss having an entrepreneurial spirit, truly appreciating the freedom you have as Americans, and the profound influence these two friends have had on each other—in work, in faith, and in family life. 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

This week Paul looks at a Target Date Fund from an investor and is shocked to see what is inside. Target Date Funds are marketed to investors as safe options that allow you to choose a retirement date and forget about the rest. Paul wants you to know that these products don’t live up to those claims. Later in the show, Paul talks about an investor who was interested in a five-year annuity as a way to take income before using his retirement savings. Paul explains why annuities aren’t a good solution and how stocks, bonds, and fixed income assets work together to provide income without running down the portfolio.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.