The Investor Coaching Show with Paul Winkler

Most of the time giving equal inheritances is appropriate, but not always. Paul and Jim talk about their experience of working through unequal inheritances, how to have good communication with your beneficiaries, and some practical advice about what to do with your accounts. Later in the show, Paul and Jim give a crash course on single-stock ETFs. 

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

After investors hear stories of people losing money in the market, they often get nervous and look for more conservative investments. Paul shares about the risk that can be hard to detect with conservative investment products and why owning stocks can help you relax about money. Later in the episode, Paul and Jim talk about the academic standards used to decide if an investment should go in a portfolio.

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

It seemed like it was only a matter of time before China’s economy overtook the U.S. to become the largest in the world. Paul discovered that China’s response to COVID and how it manipulates its economy have stunted its growth. Can China outgrow America’s free markets? Listen along as Paul and Evan talk about how corruption affects markets and how basic economic principles and diversified investments win out. Later in the show, they discuss declining inflation in food prices that is hard to see at the grocery store. 

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

Europe’s dependence on Russian oil has created a major energy problem in the region. Today, Paul and Evan talk about what happens when governments try to cap prices and how this situation is an opportunity to experiment with forms of energy that may transform our understanding of how we power the world. Listen along to hear how prices affect the supply and demand of oil in the region.

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

Paul found an article titled “The Crucially Important Points ESG Critics Are Missing” that responds to a WSJ article covered on the show over the summer. Listen along as Paul and Evan discuss the article to see if they have missed something on the topic or if the article misses the point. Later in the show, Evan found a big problem with the definition of a fiduciary this week as he studied to maintain his certifications.

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

Today, Paul talks about new inflation data that shows how inflation is changing and varying widely around the world. Pauls looks at the inflation rates in the United States and shares how much inflation we are seeing now and some of the unique challenges happening in our economy that are likely causing prices to go up. Later in the episode, Paul discusses some news about a new bill repealing Social Security taxes. 

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

Today, Paul challenges conventional wisdom surrounding economic and market downturns. Do companies typically pay more or less to borrow an investor’s money during a downturn? What is more important: your asset mix or which companies you own? Listen along to find out if you are thinking logically during downturns. 

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

The U.S. market returns don’t always beat out the returns of other developed nations, though U.S. markets have been more favorable over international markets recently. Today, Paul explains why diversifying with more companies and markets at home and around the world statistically reduces risk and raises returns.

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

When is the best time to save for retirement? 30 years ago. When is the second best time? Now. Today, Paul talks about an article that claims investors are showing some discipline and making retirement contributions during these economic times. Paul then gives reasons it’s so important to automate your savings and start saving now. Listen along to learn what dollar cost averaging is and why it's usually cheaper to invest over a longer period of time.

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

Today, Paul talks about a meeting he had this week with a client who is receiving an inheritance close to retirement. Paul shares about planning around your retirement, an inheritance, and Social Security as well as how expensive it could be to walk through this process without a planner. 

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