The Investor Coaching Show with Paul Winkler

Paul, Evan, and Ira talk about the Federal Trade Commission (FTC) suing Microsoft for trying to acquire Activision and Apple looking to move production out of china. What influence does this have on investors who aren’t properly diversified? Paul talks about what happens when companies get so large that they could be considered utilities. Later in the episode, the team unpacks the logic behind buying individual stocks and why it doesn’t make sense for people trying to live off their retirements.

 

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

Earlier this month, Paul talked about how married couples accumulate more wealth than unmarried couples living together. Today, he shares research that reveals how shared bank accounts and other assets raise the level of satisfaction both people feel in the marriage. Listen along as Paul and the team work through how money affects your relationships and how relationships can affect your money.

 

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

Have you seen an advisor or an advisory firm that is working hard to let you know they are fiduciaries? Paul explains why you need more than a fiduciary to be a confident investor. Listen along as Paul explains how people can claim to be working in your best interest but not give your retirement assets the discipline and planning they need to help meet your financial goals. Later in the show, Paul shares about purpose-based investing. Paul asks, “What role does purpose play in your investing?”Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Paul talks about how the investment industry loves to sell investments with recently successful companies and funds, and he explains why this practice leads to returns well below market returns. Listen along as Paul shares why successful companies can pay less to use your money, why avoiding struggling companies cuts you out of future earnings, and how successful companies and funds play games to gain a positive view in the public eye.Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Paul brings a WSJ article that shares how a change to flag fraudulent accounts affecting your score is actually being abused and causing more credit score confusion. Paul shares about why you still need to care about your score and how it impacts how you finance your home or pay for various kinds of insurance. Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Worried about the future? Paul shares a Market Watch article called, “Why Many Older Adults Stress Out Much Less Than Twenty-Somethings Do.” Research shows that stress lowers as you age. Later in the episode, Paul talks about hardship withdrawals for 401(k)s reaching an all-time high. Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

What has the biggest impact on your investments returns? Today, Paul covers a common misconception about returns that is pushed around the investment industry. Listen along as Paul explains why choosing the right funds or fund managers is a distraction, and how participating in the market is more important than beating the market.Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

This is the audio from a webinar of the same name that aired 9/23/2022. To watch the webinar, go to paulwinkler.com/webinar/medicare-workshop/

In this workshop, we bring on Medicare expert Christine Mather from the State Health Insurance Assistance Program (SHIP) to help explain this complicated part of retirement. This is a practical workshop that covers all the core aspects of Medicare: what it is, what it covers—what it doesn’t cover—what it costs, and how to enroll. We also talk about long-term health care in general and how to best take care of your health throughout retirement.

Paul brings on to the show Anne to talk about real estate and her experience as a real estate attorney and her work around lending specifically. If you own real estate or plan to purchase it, Paul and Anne get into the difference between being a small personal borrower and large corporate borrower and what investors who are buying and owning property should consider in order to avoid financial traps. Later, Paul and Anne talk about real estate market cycles and compare them to stock market cycles to help educate investors on the differences.Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Paul talks about why the investment industry leads investors away from sound investing strategies and toward flimsy products and trends. The reason is not primarily greed, but a lack of trust that investors will stick with it when times get hard. Paul shares why education is the answer and not chasing flashy products or returns. Later in the episode, Paul bemoans the fact that everyone seems to know that crypto is a bad idea now that it hasn’t done well.Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.