The Investor Coaching Show with Paul Winkler

Paul, Evan, and Ira talk about Bert Malkiel and the 50th anniversary of the book *A Random Walk Down Wall Street*, which leads into a discussion about how the investing industry has grown away from actively managed funds and turned toward index funds over the last fifty years. After some research, Paul shares why there is a better alternative to both. Later in the episode, Paul talks about how a school ban on smartphones highlights how phones are making less productive students and employees.Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

When you're investing, you want to own things that aren’t always going to move together. If two different investments move together, then one of them is redundant. Today, Paul talks about the Goal Post Effect and why other investment companies too often focus on the same areas of the market, only in different funds. Later, Paul shares a chart that shows reasons investors could have left the market since March of 2009 and talks about how there is always a reason to sell and why the educated investor stays the course. Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Paul recently worked with an investor through an annuity product they purchased that promised them an income for life on a subaccount with a substantial account balance. Paul has to pry to answer one simple question: how much income can actually be taken out of the account? Listen along as Paul educates investors on the smoke and mirrors of annuity products. Later in the episode, Paul talks about how the Inflation Reduction Act and electric vehicles are causing problems with our allies overseas.Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

A listener asks Paul to talk about Japan’s currency being at its lowest value since 1998. Listen along as Paul teaches how currency valuations affect economies and countries and why this is worrisome for Japan. Later in the show, Paul talks about how rising interest rates and home prices are slowing down buyers and affecting builders across the country.

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

Today, Paul addresses a listener who wants to know if it’s a good idea to get some identity theft protection. It’s a good question. Listen along as Paul explains the work involved in protecting your identity and why he doesn’t have a go-to company or service when it comes to identity protection. Later in the episode, Paul addresses whether or not there is something better than the 60/40 mix for people taking an income.

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

Paul and Michael talk about GMC profits being higher than expected without any mention of electric vehicles. Paul and Michael discuss why the younger generation is more excited about electric vehicles as the two of them work to explain the reasons that GMC saw such strong third quarter earnings.

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

It’s the season of ghosts, ghouls, and things that go bump in the night. In this Halloween edition of The Investor Coaching Show, Paul shares a Halloween tradition and spends the hour with Jim Wood reading through the ThinkAdvisor article “13 Scariest Days in the U.S. Stock Market.” 

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

Paul encourages everyone to have a giving plan for their income, but how do you choose whom you give to? In a two-part interview, Paul invites Jeremy Height, pastor and director of the Center for Human Flourishing, to the show for a discussion about how this organization was founded, what it does to fight generational poverty, and how you can discover the causes and organizations that you want to support.  

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

Paul encourages everyone to have a giving plan for their income, but how do you choose whom to give to? In a two-part interview, Paul invites Jeremy Height, pastor and director of the Center for Human Flourishing, to the show for a discussion about how this organization was founded, what it does to fight generational poverty, and how you can discover the causes and organizations that you want to support.  

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

It is easy to worry about your budget or retirement when prices are going up as fast as they are. Today, Paul, Evan, and Ira talk about why investors need to understand that inflation doesn’t happen in a vacuum. Listen along to hear why having a job and investing your money is a good strategy for beating inflation. Later in the episode, a listener asks Paul, “Can the government meddle in our investments?” Everyone agrees they can and do, but only to a point.

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