The Investor Coaching Show with Paul Winkler

Paul chats with someone eager to know more about the fundamentals of investing. Listen along to hear about the minds that have influenced modern investings, how their messages are twisted or ignored by advisors, and why you can’t blindly trust an investment advisor. Paul gives four easy ways you can tell if your advisor and investments are trustworthy. Later in the episode, Evan and Ira share how sketchy investment products are marketed the hardest during market downturns. 

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

An investor reaches out to the show and asks: What impact do ESG requirements have on energy companies? Listen along as Paul, Evan, and Ira talk about why ESG investing may hurt not only hurt investor returns but also companies profitability. Evan cautions investors not to use ESG ratings as a reason to market time. Later in the show, Evan and Paul unpack some of their favorite parts of last week's webinar.

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

Watch the webinar referenced in this show here.

Paul finds a MarketWatch article that celebrates their 25th anniversary with 25 of the top financial events of the last 25 years. Paul realizes that the Investor Coaching Show has been around almost as long and shares what it was like during these major events and what they teach us about investing. In part two, Paul talks about the rise of China, the Facebook IPO, and the U.S. Shale boom. 

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

Paul finds a MarketWatch article that celebrates their 25th anniversary with 25 of the top financial events of the last 25 years. Paul realizes that the Investor Coaching Show has been around almost as long and shares what it was like during these major events and what they teach us about investing. In part one, Paul covers the 9/11 attacks, the Enron scandal, and the flash crash in 2010.

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

Paul talks about how the endless supply of information about investing from the internet and news makes investors overly confident. Listen along as Paul explains what the Dunning-Kruger effect is and the difference between an overconfident investment guru and an educated advisor.

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

Paul reaches out to the listeners of the Investor Coaching Show to make an announcement about a webinar  on Thursday, October 21st at noon Called "6 Risks To Your Retirement Right Now"

 

Click here to learn more and register: paulwinkler.com/webinar

Paul uses a WSJ article called “Here Are the Few Stock-Fund Managers Who Managed to Post Gains Over the Past Year” to explain why looking for the few active managers who are doing well is a costly mistake. Listen along as Paul shares why market downturns are good for returns, how many active managers fail to get basic market returns, and how chasing returns like an active manager actually hurts your ability to take an income from your investments.

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

With inflation higher than normal, investors are looking to I-Bonds to stash some savings to take advantage of returns at the rate of inflation. Paul and Jim have been talking to investors a lot about this product lately and educating investors on some of the penalties and how they could fit into a financial plan. Listen along to hear why I-Bonds are trending—but are not for all investors. Later in the show, Paul touches on Roth conversations while the market is down. Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.

Financial Shows are loaded with conjecture about what is coming. Last week, Paul heard a rare bit of sound advice about market pricing and the Fed. Listen along as Paul and Jim unpack the fear about how the Fed is going to react and what that will mean for the economy and their investments. Later in the show, Jim talks about gifting to family members.

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

A majority of people plan on leaving some kind of real estate to their heirs, but few people have really talked about what it means for their families. Today, Paul and Anne talk about a survey that highlights this fact and why real estate is a tricky asset to include in an estate plan. Listen along as they talk about tax implications, sharing time on the property, and how feelings of attachment are all issues your heirs will need to sort through when you leave them real estate.

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