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PODCAST

The Investor Coaching Show with Paul Winkler

The Investor Coaching Show

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 relax about money.

business investing

All Episodes

16:26

60/40 Portfolios: A Historically Good Income Solution...

The Investor Coaching Show with Paul Winkler ·

2025/05/26

Inflation is pushing the value of the dollar down, but markets can be volatile, and it can be difficult to pull money out for income when stocks are down. Today, Paul talks about an asset mix that has historically been a great income solution for properly diversified investors. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

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17:54

The Problem With the Invest America Act No One Is...

The Investor Coaching Show with Paul Winkler ·

2025/05/23

“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn't, pays it." This quote is often attributed to Albert Einstein and is the driving force behind the new Invest America Act proposed by Sen. Ted Cruz in early May, which would give each American born $1,000 at birth in an investment account that could be added to over the years and taken out of when they are an adult. This idea has been praised by many, and Paul even admits it is a tempting proposition,

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15:52

New to Investing? Take These Steps First

The Investor Coaching Show with Paul Winkler ·

2025/05/22

Today, Paul talks about how to overcome some of the first challenges around saving and investing. Listen along to hear Paul cover the mindset shift that helps many go from living paycheck to paycheck to saving and making their first investments. Paul spends the second half of the episode helping those newer to investing get educated about the most common strategies that get sold and why those strategies leave investors’ money more at risk than a properly diversified portfolio.For more information

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19:03

A Strong Voice for Market Efficiency Diagnosed With...

The Investor Coaching Show with Paul Winkler ·

2025/05/21

Today, Paul reflects on the work of Jonathan Clements, an author and former writer for The Wall Street Journal, who has not stopped trying to leave a legacy amid a terminal cancer diagnosis. Listen along as Paul explains why it is so important to have voices like these in the investing world and why the concept of market efficiency is the foundation that you build many other investing concepts on top of.For more information about what we do or how we can help you, schedule a 15-minute call with

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13:53

Innovation Fuels Change — Tariffs Provide a Global...

The Investor Coaching Show with Paul Winkler ·

2025/05/19

Paul and Evan open the show talking about how tax law changes have affected the way you take an income from certain investments over the last 50 years. They then pivot into a conversation around tariffs and changes in global trade that could create new opportunities and challenges for jobs as we see technology change the way that businesses innovate and operate. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

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19:19

Trump Hypes Up Tax Bill and Encourages People to Get...

The Investor Coaching Show with Paul Winkler ·

2025/05/16

Today, Paul and Evan talk about a tax bill the Trump administration is calling the “Big Beautiful Bill” and share some details about certain tax increases and credits that are likely to be included. Listen along as the advisors share an honest and level-headed discussion about these items and why they are not encouraging the public and investors to get too excited or scared about it, because legislation can always be changed and isn't the determining factor in relaxing about money. For more

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19:13

Is it 6%, 7%, 10%, or 12%? A Lesson in Returns

The Investor Coaching Show with Paul Winkler ·

2025/05/15

If you search the internet for the average return of the S&P 500, you’ll likely get some very different answers. If the average return of your portfolio is off by even 1%, you end up with very different incomes in retirement. Today, Paul and Evan cover this topic at length and share why looking at the 30-year periods of the market will make the picture clearer. They also explain how we can use this kind of information to see that properly diversified portfolios outperform both large U.S. funds

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21:25

Your Financial Plan Needs a Professional, Not a...

The Investor Coaching Show with Paul Winkler ·

2025/05/14

Searching your symptoms online can be a frightening experience, often leading you to seek professional medical advice. Similarly, Paul Winkler and Evan Barnard discuss how investors can be misled by unreliable or biased information online, resulting in a misdiagnosis of their financial situation. Listen along to hear these investors talk about how the internet as a whole paints a skewed picture of markets and how AI is making it even more difficult for investors to navigate. For more information

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17:08

Don’t Take the Bait on a “Tax-Free” Retirement

The Investor Coaching Show with Paul Winkler ·

2025/05/12

In the world of investing, there are multiple ways to engage in the trap of market timing. Today, Paul and Evan talk about how flexible markets and capitalism can be and then segue into a conversation about why trying to pay all of your taxes now, when your income is higher, can make a “tax-free” retirement more expensive in the long run. Listen along to hear why these kinds of ideas are more about advisors trying to get new clients than they are about you reaching your income goals in

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17:01

Most Investors Want Something That Doesn’t Exist

The Investor Coaching Show with Paul Winkler ·

2025/05/09

Companies have spent countless amounts of money convincing investors that investing is getting out before the market goes down and picking the companies that are going to have the best returns. Paul and Evan share that the financial industry can be such a hard place to navigate because investors have been trained to believe that advisors and fund companies can give them something that doesn’t exist. Listen along as these advisors explain that the alternative to the messages in these marketing

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13:14

What Can You Learn From 100 Years of Data on Market...

The Investor Coaching Show with Paul Winkler ·

2025/05/08

Today, Paul and Evan offer a wider perspective on market crashes and address an almost ubiquitous phrase from people worried about markets: “I know markets have rebounded, but this time it’s different.” Listen along as these two advisors talk about what we can learn from the full century of data available on market crashes and why, even though the specific events we live through today have never occurred, the market has experienced similar conditions through the chaos of the last 100 years. For

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15:23

Social Security Looks Bad; Gold Looks Good

The Investor Coaching Show with Paul Winkler ·

2025/05/07

Today, Paul and Evan talk about two different financial topics that are not what they seem. After DOGE chose to make some changes to social security offices and policy, pundits declared that the program is in trouble and Americans should be scared. After gold had some better returns in the short term, pundits declared that tariffs are killing the U.S. Dollar and that gold is on the rise. Listen along to hear why neither of these stories is what they seem and why confident investors tune out the 24/7

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07:56

You Wouldn’t Buy a Car Without Doing Some Research....

The Investor Coaching Show with Paul Winkler ·

2025/05/05

Today, Paul explains that many people don’t want to do their homework before hiring a financial advisor. We love to trust word of mouth, or worse, the marketing materials of an advisory firm. Paul reminds investors that you don’t buy a car without doing some research or a home without having a proper inspection. The financial consequences of going 30 years of saving and investing without vetting your advisor can be dire. Listen along as Paul shares how to do the research and end up with the right

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18:11

With the Right Advisor, You Get a Chance To Think...

The Investor Coaching Show with Paul Winkler ·

2025/05/02

Paul shares three examples of conversations where clients were operating with some old information about their financial situation and were looking for advice. In those situations, you can either tell clients what you think they should do or empower them to learn about finances and make a decision that feels best for them. Listen along as Paul shares some common misconceptions investors face and why you want an advisor who teaches you how to think through your own decisions. For more information

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19:05

What Does an Advisor Do and How Do You Pick One?

The Investor Coaching Show with Paul Winkler ·

2025/05/01

When you work with a financial advisor, you are hiring someone to work for you and you should expect them to be qualified. Today, Paul asks: Do you know what financial advisors are supposed to be doing? And do you know how to vet an advisor to make sure they are the right fit? Listen along as Paul answers both of the questions and addresses things to be on the lookout for when you search for a good advisor. For more information about what we do or how we can help you, schedule a 15-minute call

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30:20

Are Tariffs Ruining the Market for Investors?

The Investor Coaching Show with Paul Winkler ·

2025/04/30

The financial industry is working hard to convince investors that everyone should be dialing back the risk in their portfolios due to tariffs. Paul asks: Isn’t this just market timing? Listen along as Paul shares why making changes to a diversified portfolio means opening yourself up to inflation risk, losing out on upside potential, and ultimately engaging in market timing. Paul explains the real effect tariffs have on markets and why we have every reason to believe that stocks will continue to

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13:26

The Market Is Self-Correcting: Tariffs, Interest...

The Investor Coaching Show with Paul Winkler ·

2025/04/28

In today's episode, Paul discusses investor fear about changes due to the shifting economic climate. It is so easy to hear how the media talks about what is happening and assume we are close to a complete system failure, but that is not true. Listen along as Paul shares the many self-correcting mechanisms that exist in a free market economy and illustrates how uncertainty can create more rewards for investors and stabilize markets. For more information about what we do or how we can help you,

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18:06

Significant Income Tax Rates Changes Could Be Coming...

The Investor Coaching Show with Paul Winkler ·

2025/04/25

Paul explains the U.S. graduated tax rates for income taxes and shares the changes coming to both the rates and standard deduction that could leave most people paying more in income taxes. Listen along as Paul shares what the rates currently are and what they could look like in the near future if the government decides not to revisit these laws.For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

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21:36

Here Are the Tools We Use To Help You Relax About Money

The Investor Coaching Show with Paul Winkler ·

2025/04/24

Today, Paul invites Evan onto the show to talk about how PWI is growing to help more people in the Murfreesboro area relax about money and what tools they use to help clients. It could be easy to think that financial planning only involves buying, selling, and managing the assets in a portfolio. Listen along as these two advisors talk about the many different parts of your financial life and how the systems and software can help you go from feeling overwhelmed to relaxing about money. For more

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12:52

You Don’t Want To Find These 3 Phrases in Your...

The Investor Coaching Show with Paul Winkler ·

2025/04/23

Today, Paul highlights three phrases to be wary of in a financial advisor's disclosure document (ADV Part 2): "fundamental analysis," "technical analysis," and "tactical asset allocation." He explains what these terms really mean and how they can be detrimental to your retirement. He also talks about the positive impact of diversification on a portfolio, especially during uncertain economic times. For more information about what we do or how we can help you, schedule a 15-minute call with us here:

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423 results

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