The Investor Coaching Show with Paul Winkler

Early in his career, Paul created “The Investor Awareness Guide,” a 20-question guide that gives investors the tools they need to invest with confidence. Today, Paul and Jim get real with investors to let them know: You are not going to find information like this on financial TV shows or business magazines in today’s investing climate. Listen along as Paul and Jim discuss questions 6–12, which are about risk: what it is, how to measure it, and how to manage it.

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Early in his career, Paul created “The Investor Awareness Guide,” a 20-question guide that gives investors the tools they need to invest with confidence. Today, Paul and Jim get real with investors to let them know: You are not going to find information like this on financial TV shows or in business magazines in today’s investing climate. Listen along as Paul and Jim cover questions four and five, which talk about knowing how to spot when investment firms are speculating with your money and choosing an academic approach to investing.

 

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Early in his career, Paul created “The Investor Awareness Guide,” a 20-question guide that gives investors the tools they need to invest with confidence. Today, Paul and Jim get real with investors to let them know: You are not going to find information like this on financial TV shows or in business magazines in today’s investing climate. Listen along as they tackle the first three questions, which cover topics like finding your purpose for money, understanding your natural biases or roadblocks, and whether or not the stock market is a good place to invest.

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Paul got an email this week called “How Biden’s Digital Dollar Destroys Freedom” and gave it a good read – so that you don’t have to. Today, Paul sifts through these claims that a federal digital currency would be used to track you and your spending habits and that the government could take all your money whenever it wanted. Listen along to hear Paul explain that most of our currency is already digital and discovers that the email that is trying to scare people into distrust of American currency… is actually an advertisement for gold. 

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Paul brings in Jessie Lee Perez, a certified business analyst and the founder of We Speak Color, to share some of her experiences as a business analyst, world traveler, and nonprofit founder. We Speak Color works to turn people who are being under-utilized in their communities into people who have sustainable careers and make an impact on the world around them. Listen along as these two talk about knowing your skills, understanding if your skills match your current job, and how people like Jessie can help you chart a course to finding fulfillment in your work life.

 

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Paul brings in Jessie Lee Perez, a certified business analyst and the founder of We Speak Color, to share some of her experiences as a business analyst, world traveler, and nonprofit founder. We Speak Color works to turn people who are being under-utilized in their communities into people who have sustainable careers and make an impact on the world around them. Listen along as these two talk about knowing your skills, understanding if your skills match your current job, and how people like Jessie can help you chart a course to finding fulfillment in your work life.

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Hedge funds seem exclusive and are only for accredited investors. CDs claim to be low-risk while offering some return. Gold IRAs give investors an opportunity to stay connected to their favorite commodity even when it’s underperforming. These products all seem different, but what do they have in common? Today, Paul answers this question and explains why the financial industry seems so excited to sell anything but proven academic investing principles.

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Paul got a question from an investor about structured notes and realized that it’s been a while since he’s talked about this investment product on the show. Listen along as Paul teaches about what structured notes are, what problems they claim to solve, and why the financial media doesn’t give you enough information to understand how they work. If you’ve never heard about structured notes or they have piqued your curiosity, Paul spends some time to help you feel confident about your investments and not be in the dark about this product.  

 

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Most parts of life happen in a predictable way. Things like, how wealthy you are, how tall you are, or even market returns create a bell curve with most people being average and fewer people on the extremes. However, there are a few events in the financial world called black swan events, like the Great Depression, that don’t fit this pattern. Today, Paul and Anne find an article called “Hope for the Best, Prepare for the Worst'' that unfortunately is encouraging people to buy annuities, but Paul thinks the message is valid: You have to learn how to build a financial foundation that isn’t fragile and that withstand a few years of bumps along the way in order to meet your goals. Listen along as Paul shares his insight on this topic and why just jumping into an annuity isn’t the solution. Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Women usually face a much different retirement landscape than men. Single or divorced women outlive their male counterparts and think and plan less than men around retirement. Today, Anne brings an article called, “The Keys to Helping Women Build Retirement Strategies” that covers 5 questions all women need to be able to answer about their plans for the retirement stage of life. Later in the episode, Paul and Anne talk about the American Dream Experience, how it’s giving people hope and clarity around purpose and money, and how you can get involved.

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.