The Investor Coaching Show with Paul Winkler

Paul hears a recent webinar giving tax advice that could lead to some big mistakes in your investment portfolio. Too often, people get hyper-focused on making tax moves that they end up costing themselves even more money in the long run. As the old adage says, “Don’t let the tax tail wag the dog.” Listen along to hear how to avoid this mistake and better manage your investment 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.

Paul, Evan, and Ira talk about how much money moved into money market accounts the first half of the year after interest rates went up. Listen along to hear these advisors process how this market timing hurt investors in 2023 after small cap and international companies performed well at the end of 2023. Paul shared about why politics and economic trends shouldn’t pull you away from diversification and patience and how investors who take the bait end up getting hurt.

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

Paul talks about how education has changed his life and given him confidence around money and investing. Today, Paul talks about a conversation he had with his son, who is studying economics, about the movie “The Big Short.” Listen along as Paul teaches a quick lesson about shorting and investing in commodities to help investors feel more confident and comfortable around these investing topics. Later in the show, Paul addresses a listener who is concerned that people might lose money in the switch from physical to digital currency.

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

Three of the most common financial New Year's resolutions are to save more, spend less, and pay down debt. It sounds really simple, so why does it seem so hard to follow through? Paul, Evan, and Ira talk about how you can succeed in a world that is trying to convince you why you would be better off if you give it your money. Paul brings an article about four ways to trick yourself into making better financial decisions in the New Year. Later in the episode, Paul and Nik talk about Elon Musk and why having enough money to fix something like world hunger isn’t enough to effectively solve the underlying issues. 

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

Paul, Evan, and Ira talk about some of the top news stories of 2023 that affected average investors. Listen along as these advisors talk about inflation changes, housing prices and interest rates, the growth of electric vehicles and artificial intelligence, and the EU’s restriction on Apple’s smart phones and App Store. Later in the episode,  Paul talks about a “fresh start” approach to reaching your goals. 

Paul, Evan, and Ira talk about the news stories that dominated the news cycle and affected businesses and markets in 2023 that seems like a distant memory by the end of the year. Listen along to hear these advisors reflect on the year and discuss what happened in 2023 that no one could have predicted and what seemed like big news for the economy or investors but didn’t make a large impact.

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, Evan and Paul talk about why your 50s are a great time to start sharing the financial lessons you’ve learned about money with your kids. By the time you reach your 50s, you’ve had enough success and failures to be able to share some lessons with your kids as they start making their own financial plans and decisions. Listen along as these two advisors encourage people to be open and honest with their families about money and financial planning. 

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 Evan talk about what investors can expect to hear from politicians, pundits, and businesses in 2024. In an election year, we know political tension will be at the forefront of public discourse, but history shows that no matter what promises or predictions get made, market performance doesn’t follow political parties, public policies, or the economy. Listen along as Paul explains how market performance follows the ability of businesses to adapt with the changing landscape. Later in the episode, the advisors talk about how AI is creating a more level playing field across socioeconomic barriers.

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

Paul and Evan talk about where interest rates have settled at the end of the year and how they can be an indicator of economic health. Listen along as these advisors share about positive interest rates in Europe, lower interest rates in the U.S., and how experts spend so much time and energy researching these kinds of patterns but still aren’t able to consistently predict market outcomes. Later in the episode, Evan and Paul talk about managing IRA beneficiary designations and how they could affect your financial plan.

Paul and Evan catch up on the economy at the end of the year and talk about how inflation is at its lowest point in 3 years. Listen along to hear these advisors explain the connection between markets and the economy and how an influx of money into the economy has exacerbated inflation. Later in the episode, Paul talks about how the number of Americans invested in stocks has gone up in 2023. 

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