The Investor Coaching Show with Paul Winkler

The conversations around finances and marriage are different for those getting married closer to retirement age. Today, Paul covers a class that helps all couples understand how their partner feels about debt, standard of living, and other financial topics. Later, Paul and Jim focus on what makes marriage unique for people who are further along in their financial journey.Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

After what looks to be a crypto ponzi scheme melts down, the company (FTX) and some of the world’s most famous athletes who helped market crypto find themselves in court. Paul talks about how people in a situation like this usually don’t know what is wrong until it’s too late and why lawsuits like this don’t end well because the company didn’t have any money to begin with. Later in the episode, Paul talks about how disability insurance doesn’t come up very often and why you don’t want to scramble for finances when you find yourself unable to work anymore due to long-term illness or injury.Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Paul circles back to a video he made five years ago explaining the technology around cryptocurrencies, why they were gaining popularity, how their value is determined, and whether they are even investments at all. Paul explains how he knew this product was going to hurt investors, and he teaches you what to watch out for moving forward. Later in the episode, a former executive of an investment management firm says (ESG) is broken.Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

China found most of its economic success from creating a wealthy business class and using its people for cheap labor. Listen along to hear what might happen as China tightens its grip on its businesses. Later in the episode, Paul and Arlene talk about how commitment in a relationship promotes building wealth.Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Paul shares an article about why inflation doesn’t fundamentally change the consumer and company relationship. Arlene talks about why inflation is different for each person. Listen along to hear these advisors explain why consumers aren’t the only ones struggling with inflation.

 

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

Ever wonder what other investors are asking their advisors? Today, Arlene brings some strategies and products that have shown up recently in her office. Listen along as Paul and Arlene find out whether they see eye to eye on these investment topics.Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

The 2022 Midterm Elections left some voters discouraged after the anticipated red wave failed to materialize. Paul and Arlene talk about why the stock market has never proven to thrive under any particular political party and how confident investors continue to succeed regardless of who is in Washington.Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

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

Paul, Evan, and Ira talk about why making changes to your investment at the end of the year requires planning and is complex. Today they cover dividend payments, the wash rule, and how different tax brackets are affected by making changes late in the year. Paul treads lightly, informing investors of the risks and benefits, and encourages investors not to try to market time at the end of the year.Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Did you know that if the lottery winner chooses a one-time payment on a $1.6B lottery that they would receive only around $800M? Then after taxes the lottery winner has around $450M. Today, Paul, Evan and Ira talk about how the lottery value is calculated and how a rise in interest rates creates a bigger prize. Later in the show, the team covers some of the shake up at Twitter now that Elon Musk is the owner.Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.