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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

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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10:47

How To Take an Income in Retirement

The Investor Coaching Show with Paul Winkler ·

2025/04/21

Today, Paul invites Michael Sharpnack onto the show to talk about some common misconceptions about how to take an income in retirement. Listen along to hear why diversification becomes even more important in retirement because the purpose of your investment changes from accumulating assets to taking an income. 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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17:11

Investing in Stocks Is Still a Good Idea in 2025

The Investor Coaching Show with Paul Winkler ·

2025/04/18

Today, Paul invites Michael Sharpnack onto the show, where the two talk about their trip to the Murfreesboro office and about some of the common misconceptions that get thrown around during downward market volatility that keep investors afraid of investing. Listen along to hear these two advisors expose how financial companies and media use investors’ fear and paint an unclear picture of what is happening in markets right now. For more information about what we do or how we can help you, schedule

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17:36

Dan Hill Joins To Talk About Investors’ Number One...

The Investor Coaching Show with Paul Winkler ·

2025/04/17

Today, Paul invites Dan Hill on the show to talk about the growth that Murfreesboro has seen over the years and two town hall meetings coming up to support investors in that area better. The two advisors talk about the many wonderful tools that have been developed over the years that PWI uses to address investors' biggest concern: Is all this saving and investing really going to keep me from running out of money in retirement? For more information about what we do or how we can help you, schedule a

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28:57

Reacting to the Tariffs: A Classic Lesson in Letting...

The Investor Coaching Show with Paul Winkler ·

2025/04/16

So many people are talking about tariffs and trade negotiations and trying to make sense of it all. Today, Paul explains how tariffs work in a free market economy and also shares a few examples of where financial news pundits are getting it wrong. The bottom line with the news right now is this: Don’t get roped into the emotional side of this and let fear or greed lead you into making changes right now. Education is the best way to understand what is going on and get out of the emotions that are

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12:38

Managing Taxes in Retirement Is Not Simple

The Investor Coaching Show with Paul Winkler ·

2025/04/14

Paul talks about how managing taxes in your financial plan is much more complex than most people realize. Listen along as Paul provides some education about the kinds of taxes you need to think about when investing and why paying taxes in retirement may actually be more advantageous than paying them during your highest earning years. 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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16:37

Are You Tracking Your Goals and Meeting Milestones...

The Investor Coaching Show with Paul Winkler ·

2025/04/11

Many investors want to know that they will have enough money saved for car and home purchases and their retirement incomes. Today, Paul discusses how much of financial planning is about being able to track your goals and make sure you are reaching the milestones that will help you accomplish those goals. Listen along as Paul talks about the philosophy of tracking financial goals and shares some helpful tips for people who are taking an income in retirement and still need to save for larger

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23:34

Downside Market Volatility With Dan Hill

The Investor Coaching Show with Paul Winkler ·

2025/04/10

Dan Hill joins Paul on the show to discuss how current tariffs and the uncertainty surrounding large U.S. stocks are causing a mild panic in the world of investing. Dan shares how investor education has impacted his clients, and the two advisors dive into a conversation about diversification and downside market volatility.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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15:37

April 2025: Tariffs and Overreacting to a Market...

The Investor Coaching Show with Paul Winkler ·

2025/04/09

Today, Paul addresses the reactions of markets and financial news to the announcement of a new round of tariffs at the beginning of the month. Listen along as Paul explains why market downturns are not massive “sell-offs,” are not indicators of the economy, and are not a good time for you to reevaluate the risk level of your portfolio. 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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11:54

A Look at the Congressional Budget Office

The Investor Coaching Show with Paul Winkler ·

2025/04/07

Today, Paul talks about how congressional budgets carry a lot of hope or frustration that can work itself into short-term market trends. When you take a closer look, you’ll notice that the programs that promise big revenue for the government or the programs that seem likely to balloon the national debt don’t actually have real outcomes that live up to the hype. Listen along as Paul shares his thoughts about the Congressional Budget Office. For more information about what we do or how we can help

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21:27

The Market Timing Epidemic Has Taken Over the Industry

The Investor Coaching Show with Paul Winkler ·

2025/04/04

Giving daily market updates or outlooks, providing tactical investment advice, and speculating about how companies will respond to current events are all just coded language for market timing. Today, Paul shares some advice he heard given on a trusted investing show by a professional who represents a large management company. The problem is that the advice is just flagrant market timing. Listen along to hear how the investment industry has been taken over by a market timing epidemic and tried to

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25:44

International Is Looking Better Than U.S.: Why...

The Investor Coaching Show with Paul Winkler ·

2025/04/03

Today, Paul talks about how the current political climate is favoring international companies and the bad advice that is coming from large management companies and pundits. Listen along as Paul explains how markets get priced and why confident investors should be unfazed by seeing sectors performing differently against one another over time. Later in the episode, Paul talks about an insurance company that got dragged to court for offering a fixed-index annuity with proprietary indices. For more

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18:46

Finding Out How Much Money You’ll Have in Retirement

The Investor Coaching Show with Paul Winkler ·

2025/04/02

Today, Paul explains that most of the investing industry treats income in retirement with a product approach, but he encourages confident investors to take a process approach instead. Listen along as Paul shares what he looks at with clients to help them understand what their income will be in retirement. 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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23:34

Inheriting Money Is Not a Financial Plan

The Investor Coaching Show with Paul Winkler ·

2025/03/31

Did you know that 50% of people in the U.S. don’t inherit anything from friends or family? Today, Paul talks about why waiting for an inheritance is not a financial plan and why some people who believe they are getting an inheritance are in for a rude awakening when they realize how some older investors are investing in CDs and annuities and using other head-scratching strategies. 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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22:48

The Not-So-Magnificent 7: A Lesson in Diversification

The Investor Coaching Show with Paul Winkler ·

2025/03/28

For years investment experts have touted the power of the Magnificent Seven, the seven largest U.S. companies that dominate funds and portfolios, until in March we saw a sharp decline in the prices of this segment of the market. These experts have quickly pivoted to rebrand these companies as the "Maleficent Seven.” Today, Paul talks about why diversification can feel boring when these companies seem to be soaring, but why it is better for investors in the long-term.For more information about

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27:11

Here’s Why AI Won’t Be the Investment That Some Hoped

The Investor Coaching Show with Paul Winkler ·

2025/03/27

Today, Paul talks about a common philosophy for choosing investments that rarely works. It’s easy as an investor to look at the trends or technology that we believe will drive earnings in the future and invest in those first. But who made more money during the gold rush, the people looking for gold or the people selling pickaxes? Listen along as Paul explains why AI investments are more likely to line the pockets of trading companies than pad your retirement account. Later in the episode, Paul

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26:21

Market Update March 2025: Politics, Markets, and...

The Investor Coaching Show with Paul Winkler ·

2025/03/26

Today, Paul provides a market update after three months of markets being unexpectedly disrupted by politics. Listen along as Paul shares why people who predict market returns are left in a state of turmoil, hoping or waiting for certain news to drop and unable to make any consistent predictions. “America First” investors are watching U.S. markets go down, but diversified investors still get to relax about money. Later in the episode, Paul shares one of the most ridiculous market indicators he’s ever

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15:35

The Unique Challenges of Growing Old Together

The Investor Coaching Show with Paul Winkler ·

2025/03/18

Today, Paul and Evan talk about growing old together and the unique challenges that arise when two people age differently and develop separate medical needs. Listen along as these two advisors share how difficult but important it can be for people to consider and plan for their long-term care needs instead of putting them off until they can’t avoid them any longer. 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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25:40

A Culture Shift Toward Gambling

The Investor Coaching Show with Paul Winkler ·

2025/03/17

With more and more major retailers making their way into the retail investment craze, it’s important to realize that investing is becoming more and more like gambling every day. Paul and Evan talk about an article that describes how sports bettors are getting pulled into the investing world and have the ego to believe that investments are easier to bet on than sports. Listen along as the two advisors break down how profitable this is for these companies and why this cultural shift around investing

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425 results

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