The Investor Coaching Show with Paul Winkler

Today, Paul talks about a meeting he had with an investor who had a very common concern. Are his investments underperforming or doing what they’re supposed to? How can someone tell? Paul then tells listeners what questions to ask about their portfolios to make sure their investments are doing what they’re supposed to do.

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

Today, Paul talks about a trend of many investors looking for income from their investments: high-yield dividends. Listen along as Paul talks about what’s happening when a company offers you a dividend and how educated investors diversify their opportunities for income. Later in the episode, Paul talks about the many troubles in the auto industry and the expansion of computer chip manufacturing around the world as two chip companies consider a factory in France.

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

Why do we expect stocks to go up? Why are actively managed portfolios at a disadvantage to passively managed ones? Many people find that they’ve gotten into adulthood with any education about investing or personal finance. Today, Paul and Jim cover an article that answers nine fundamental questions for investors to serve as a quick introduction to important investment concepts. Later in the episode, Jim discusses an article titled “Are Kids Worth the Cost?” 

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

Roger Ibbotson, financial researcher and co-author of one the standard references for capital market returns, now claims that annuities could beat out bonds going forward. Today, Paul and Jim pump the breaks and explain why the kinds of bonds and annuities being compared make these claims misleading and dangerous for investors. Paul provides some of his own research to fill in the gaps. Later in the episode, Jim talks about how much money is flowing into ESG and what people are doing to get a piece of it. 

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

Paul recaps a letter written to investors about the most common myths Paul has seen so far in 2022. Paul covers topics such as annuities vs. bonds, safe long-term investments, and taking an income on your portfolio. Later in the episode, Jim brings up the tension between investors being able to trust the claims of investment companies and companies remaining competitive and earning profit. Paul and Jim talk about regulations and how the industry could improve.

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

The 60/40 portfolio is a common mix for investors and is the mix of choice for most pensions. A listener shares an article with the increasingly common notion that the 60/40 mix just doesn’t work in 2022. Jim and Paul break down the article to help you understand what this portfolio is designed to do and why these kinds of messages push investors to buy bad investment products or products they don’t need.

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

Between market timing and stock picking, annuities and cryptocurrencies, scams and overweighting assets, there are many ways to get low returns. Today, Paul and Ira talk through all of these as they help investors on their way to confident investing. Later in the show, Paul shares about his Social Security workshop that doesn’t try to sell you anything; rather, it helps you navigate an important part of your retirement plan.

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

Paul and Ira talk about why people think about gold when they’re looking for financial security. Listen along as two experienced advisors have a frank conversation about whether gold is a good option or not, how it is marketed to investors, and what would happen to gold in the worst scenarios.

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

Today, Paul shares the article “The Many Reasons ESG Is a Loser” from the Wall Street Journal that outlines why ESG investing is expensive, risky, and not necessarily sustainable. Paul and Ira compare this kind of marketing tactic to some new real innovations that could make the world a better place.

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

Today, Paul tackles some common investor fears around changing technology, job security, and the safety of your retirement savings. Listen along as Paul explains why free markets and proven investing principles create investing success and how these fears can move you into financial habits and products that don’t deliver what they promise. Later in the show, Ira reminds investors how real estate returns compare to other investment options.

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