The Investor Coaching Show with Paul Winkler

Every year, television, newspapers, social media, and magazines are full of predictions about what’s coming in markets and new strategies you should adopt. Paul and Jim are here to share that these people are getting paid to make predictions. Listen along as Jim shares how uneducated financial predictions are and why you shouldn’t put your hope or entrust your finances in them. Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Have you ever felt guilty about taking extended time off of work? Are you stuck in a pattern of spending all your income and feeling anxious about the future? Paul and Jim talk about what income smoothing is and how you can reshape the way you view your income, work around destructive money habits, and relax about money. Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

The new year brings a new opportunity to fall into a common psychological trap around investing: recency bias. Paul wants you to know it’s easy to assume that the market is going to keep doing what it did last year, and that affects how the financial news media and other financial companies are going to market products to you. Listen along as Paul explains why the market is priced based on what happened in 2022 and why you never know what a year is going to bring. To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Paul sees a real estate investing ad that sounds like it’s just flat-out lying to investors, so he pauses the TV to read the fine print and is appalled to find just what's going on. Listen to hear about what happens when you have an industry where investment companies aren’t held to high enough standards and investors are uneducated. To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Another eye-raising article about the 60/40 portfolio, but this time is from Jason Zweig called “Your Investing Strategy Just Failed. It's Time to Double Down.” Listen along as Paul, Ira, and Anne talk about what the article gets right and wrong, why which investments you buy are just as important as the mix, and how to avoid products or strategies that are going to deplete your source of income in retirement.To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

In this two-part episode, Paul, Ira, and Anne spend an hour updating investors on the SECURE Act 2.0, a massive piece of tax legislation that impacts almost every tax-advantaged investment vehicle. Listen along as these advisors cover the changes in the law with regard to Roth IRAs, Inherited IRAs, Roth 401(k)s, 529s, and RMDs. Pauls explains why investors should be slow to let taxes control their investing strategy, but he also explains why you should also be diversified from a tax perspective.

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

In this two-part episode, Paul, Ira, and Anne spend an hour updating investors on the SECURE Act 2.0, a massive piece of tax legislation that impacts almost every tax-advantaged investment vehicle. Listen along as these advisors cover the changes in the law with regard to Roth IRAs, Inherited IRAs, Roth 401(k)s, 529s, and RMDs. Pauls explains why investors should be slow to let taxes control their investing strategy, but he also explains why you should also be diversified from a tax perspective.

 

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

With 2022 in the rearview mirror, Paul encourages investors to leave the past in the past. One of the easiest traps for investors to believe is that whatever happened will continue to happen. Paul encourages investors that we don’t know what the stock market, economy, inflation, or politics will look like in 2023. Later in the episode, Paul shares a family tradition he has in the new year that encourages him and his family to make SMART goals.

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Paul talks about reflecting on life and personal goals as we move into the new year. Paul reflects back on some of his past goals and talks about some of his habits around staying focused and motivated. Listen along to get some ideas about how you can approach personal growth in 2023.

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

Paul talks about reflecting on life and personal goals as we move into a new year. Paul reflects back on some of his past goals and talks about some of his habits around staying focused and motivated. Listen along to get some ideas about how you can approach personal growth in 2023.

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.