The Investor Coaching Show with Paul Winkler

Paul Talks About Investing and the Economy with Matt Murphy on WTN

Paul joins the Matt Murphy Show and talks about inflation and recessions. He also discusses how to approach investing so that you’re not gambling with your money. 

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 FED raised interest rates less than some thought, and AI is improving the workplace experience for service industry employees, but the headlines are going to read, “AI is Coming for Service Industry Jobs!” or, “FED Raises Rates to Their Highest Point in 22 Years!” Today, Paul and Evan talk about these changes and why the world is a better place than it was 100 years ago. Pauls shares a fascinating study that shows 85% of what you’re afraid of won’t happen and 80% of the things that do happen actually result in valuable skills and lessons that make you a stronger person. Paul's takeaway: Learning to see the news clearly involves adopting some optimism. 

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 was on WTN talking about interest rates, inflation, and the market, and he had a great chance to teach about what value stocks are and how they fit into a portfolio. Listen along as Paul recaps his conversation about value stocks, why he thinks they make investment portfolios more resilient, and why many portfolios are missing them. Later in the show, someone is trying to sell Evan a newsletter, saying that his investments could already be infected by China’s “spy chips.” Unfortunately, companies use fear to sell products when they should be helping investors understand their future goals and work to reach them.

 

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 continues his conversation from the previous episode and explains that annuities can be hard to understand because the people that sell them overstate the benefits and don’t explain the risks properly. Paul wraps up his conversation about how RMDs on your retirement accounts can be a great tool and how the government actually utilized academic research on taking an income from a portfolio when crafting these laws.

 

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 got another invite to a steak dinner from an advisor last week. He understands why that advisor held a dinner because he’s been a part of that side of the industry before. This invitation targeted people who fear outliving their money in retirement. Unfortunately, advisors often use fancy dinners and common fears to sell annuities. Paul shares about a workshop he taught on an IRA feature that is arguably more powerful for outliving your money than anything an annuity can offer you. 

 

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

Everyone wants their children to get a good education and be ready to have a successful life when they leave the house. Paul and Ira talk about a WSJ article called “Avoid These Financial Missteps When Sending Children Off to College” and share about their experiences in school, sending their children to school, and the financial mistakes you can’t afford to make for your children. Listen along to hear how to avoid making these mistakes and to hear about some resources you should encourage your children to take advantage of when going to college.

 

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 Ira talk about the difference between a Roth IRA and a Roth 401(k) and some tax law changes in 401(k)s that are going to lower the tax advantages for many business owners and high-income earners. Listen along to hear why tax advantages are an important part of investing in these accounts and how these advisors are concerned that investors trying to make big moves for tax reasons might get hurt when the government decides to change other tax laws. 

 

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 Ira open the show talking about a MarketWatch study convincing investors that their retirement is at the mercy of stock and bond returns. Listen along as Paul and Ira talk about whether or not that’s true. Paul and Ira pivot to talking about 401(k) funds, the most common kind of retirement savings, and why 401(k) providers are considering adding a risky new investment option to your plans to boost returns. Paul explains that your 401(k) isn’t performing poorly because markets are volatile, but because your fund provider is timing the market. Later in the show, Paul wants you to know: Investing in your 401(k) isn’t the problem. The problem is not knowing about the funds in your plan.

 

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 wants listeners to know that The Investor Coaching Show isn’t only about investing money but also about learning how to make money. Today, Paul brings business coach, Charles Alexander, on the show for two episodes to talk about his new book Start Now Quit Later: How to Start and Grow Your Business Without Quitting Your Full-Time Job. Paul shares that this is exactly how his own business got started. Listen along to hear a business coach and an experienced business owner talk about how to turn your passions into income and common mistakes people make when starting a business on their own.

 

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 wants listeners to know that The Investor Coaching Show isn’t only about investing money but also about learning how to make money. Today, Paul brings business coach Charles Alexander on the show for two episodes to talk about his new book Start Now Quit Later: How to Start and Grow Your Business Without Quitting Your Full-Time Job. Paul shares that this is exactly how his own business got started. Listen along to hear a business coach and an experienced business owner discuss how to turn your passions into income and common mistakes people make when starting a business on their own.

 

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