The Investor Coaching Show with Paul Winkler

By The Investor Coaching ShowBusiness Investing

The Investor Coaching Show with Paul Winkler episodes

July 05, 2022 The Great Unretirement
Today, Paul and Chad Henson talk about a recent phenomenon called the Great Unretirement. The pandemic caused a large group of people to take an early retirement, whether it was due to layoffs or just taking advantage of the changing work climate. But now over 1.7 million Americans in early retirement are trying to rejoin the workforce.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
33 min
July 04, 2022 Family Education in Your Estate Plan
If you’re estate planning, don’t miss out on the benefits of a 529 plan. Today, Paul explains what these plans are and why you should consider this tax-advantaged investment vehicle if you or your family may have education expenses. Later in the episode, Paul talks about how career counselors can help you navigate through the job world.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
34 min
July 01, 2022 It’s a Tough Real Estate and Stock Market
Today, Paul and Ira talk about the tough real estate and stock market. First-time home buyers are struggling to get into homes, and retail investors are jumping out of a down market. Listen along as Paul explains why he knows things will get better even if he doesn’t know when it will happen. Later in the episode, Paul covers strategies for a 529 plan if the market goes down right before your child goes to school.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
19 min
June 29, 2022 Saving Is Hard for Half of Americans
Almost half of Americans have not saved enough and have a lower standard of living during retirement. Paul and Jim talk about a new provision for 401(k) plans being voted on to help Americans who don’t have enough emergency savings. Listen along to hear why Congress may not be incentivizing the right behavior but also why Paul and Jim think this potential change could benefit those who are struggling the most.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
14 min
June 29, 2022 Nuclear Energy Innovations Bring Optimism
It’s easy to believe that if things are bad, they’re going to stay that way. Today, Paul and Ira talk about a reason for optimism in the energy sector with nuclear energy innovations. Listen along to hear how companies are collaborating and changing to make alternative energy options cheaper, safer, and more efficient. Paul encourages investors to stay optimistic and embrace proven investment strategies during this time. In the second half of the show, Paul and Ira show how owning stocks has outperformed real estate as they compare the track record of the S&P 500 with the Case-Shiller Home Price Index over a 50-year period.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
26 min
June 28, 2022 Why This Crypto Meltdown Is Different
Markets go up and down, but investors are starting to sense that this crypto meltdown feels different than just a normal market fluctuation. Today, Paul and Jim talk about a timely article in the WSJ called “The Fire Burning Beneath Crypto’s Meltdown” that explains how financial innovations are particularly fragile and compares crypto historically with other similar innovations. Later in the episode, Paul explains that the more you look for safety in a market downturn, the easier it is for someone to sell you a product you don’t want.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
31 min
June 27, 2022 What You Need to Know About Bear Markets
Paul and his team share some interesting research about bear markets. Listen along to hear how bear markets rebound differently than market downturns, why the P/E ratios of companies are a significant factor, and how investors have hurt themselves by getting out during long stretches of lackluster returns. Paul warns investors not to leave sound academic principles and go searching for returns.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
27 min
June 24, 2022 Why Aren’t Interest Rates Higher Right Now?
The interest rate at the end of the Carter administration was 20%. Paul fields a question from a listener who wants to know what is keeping interest rates low in our current economic situation. Listen along as Paul explains how interest rates work, and then he compares the economic situation of the 1970s to today. Paul’s conclusion: Things are much better now than they were then.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
31 min
June 23, 2022 Can You Make Your 401(k) Pay Out Like a Pension Plan?
Paul and his team start by addressing a new lawsuit that threatens the future of crypto. A WSJ article claims that new ways to make retirement income can make your 401(k) pay out like a pension plan. Listen along as experienced advisors look through the strategies in the article and decide if this sounds like a sales tactic or sound advice. Later in the episode, Paul reminds investors of how the Cold War ended and why it’s a bad idea to lose hope or make emotional decisions right now.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
33 min
June 22, 2022 Inflation Hurts in Some Areas More Than Others
Have you felt your costs go up due to inflation? Most companies are trying to avoid raising prices to avoid losing customers to cheaper competition. Paul uncovers new research that finds certain industries have been able to raise prices without negatively affecting customer satisfaction. Listen along to hear which companies may be better positioned to raise prices on you and which might make you more frustrated with their price increases.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
14 min

About The Investor Coaching Show with Paul Winkler

From the publisher's feed

A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can…