x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

29:29

Choosing Default Investments Overexposes You to...

The Investor Coaching Show with Paul Winkler ·

2025/09/05

Today, Paul talks about some of the first choices you have as an investor. Do you invest pre-tax or post-tax, and what funds do you choose? Listen along as Paul talks about how most funds you can choose are over-weighted with large tech companies, but don’t include enough of smaller markets. This combination leaves you in the same boat as most investors: seeing less returns than the market and wondering what you could be doing differently. Want to cut through the myths about retirement income and

en

11:23

Where Does Gold Fit Into Investing? One of Paul’s...

The Investor Coaching Show with Paul Winkler ·

2025/09/04

Today, Paul tackles one of the most common questions he gets from investors, workshops, classes, and interviews: How much gold should I be invested in? For long-time listeners of the show, his answer isn’t surprising, but it is just as relevant now as ever. Listen along as Paul explains why gold isn’t even considered an investment and why the risk and reward of putting money in gold make it very difficult to recommend. Want to cut through the myths about retirement income and learn evidence-based

en

29:39

Boredom: An Overlooked Ingredient to Financial Success

The Investor Coaching Show with Paul Winkler ·

2025/09/03

In this episode, Paul explores an often-overlooked factor in achieving financial success: boredom. He argues that boredom can lead to poor financial decisions, such as overspending or chasing "new" market strategies. People have a hard time staying the course and want to feel like active participants in improving their lives. Listen along as Paul explains why one of the hardest and best things you can do with your finances is not doing anything at all. Later in the episode, Paul explains why he

en

17:13

Humans Aren’t Good at Understanding Risk. This Is How...

The Investor Coaching Show with Paul Winkler ·

2025/09/01

Today, Paul and Jim talk about how humans are not good at understanding or managing risk because if the markets are up, if the president you like is in the White House, or if you just got a big promotion at work, you’re going to be more willing to take risks. The opposite is also true. Listen along as these advisors explain why using proven academic methods is better than letting your intuition or emotions guide your decisions. Later in the episode, Paul and Jim share about how innovation in

en

29:22

Income “Buckets” in Retirement = Sales “Buckets” for...

The Investor Coaching Show with Paul Winkler ·

2025/08/29

Paul invites Jim from the Goodlettsville office onto the show, and the two get into a conversation about strategies for paying yourself in retirement. Jim brings up a very popular pitch people hear as they near retirement: moving your money into short, medium, and long-term “buckets” that allow your income to be engaged in various levels of risk based on how long it will be before you need the money. While this sounds like a solid plan, it really becomes an opportunity to engage in more than one

en

20:07

How To Keep Your Legacy From Being a Headache: An...

The Investor Coaching Show with Paul Winkler ·

2025/08/28

Today, Paul invites attorney Parker Brown onto the show to talk about wills, trusts, estate plans, and the probate process. Many people don’t realize that if you don’t have a will, your state has an estate plan for you. Unfortunately, it's usually not what you would really like to have happen to you and your loved ones. Listen along as Paul and Parker dispel some information around estate planning to keep your family from having to navigate financial and legal problems after you’re gone.Want to

en

26:45

How To Keep Your Legacy From Becoming a Headache: An...

The Investor Coaching Show with Paul Winkler ·

2025/08/27

Today, Paul invites attorney Parker Brown onto the show to talk about wills, trusts, estate plans, and the probate process. Many people don’t realize that if you don’t have a will, your state has an estate plan for you. Unfortunately, it's usually not what you would really like to have happen to you and your loved ones. Listen along as Paul and Parker dispel some information around estate planning to keep your family from having to navigate financial and legal problems after you’re gone.Want to

en

20:13

A $40K Annuity With an Income Rider That Pays Out …...

The Investor Coaching Show with Paul Winkler ·

2025/08/25

Paul asks Dan to share some of his experience with clients around annuities to help people see what’s actually going on behind the scenes. Dan shares a story of a client who bought an annuity and was sold an income rider, believing this would help her have a consistent income for years. The payout of this product after the cost of the rider was $90 a month. Listen along as these advisors help you see how the language around these products is twisted to make you believe that you’re getting returns or

en

30:48

Afraid of Running Out in Retirement? The Solution Is...

The Investor Coaching Show with Paul Winkler ·

2025/08/22

Paul, Evan, and Dan talk about investors who are nearing or in retirement and their biggest concerns. Fewer and fewer people are entering retirement with confidence, and the industry is so focused on selling them products or sharing advanced strategies instead of education and planning. Listen along as three experienced advisors explain why no one can help you make the right decision until they have a strong understanding of your situation and goals. Want to cut through the myths about retirement

en

20:20

Setting Up the Straw Man: A Sales Tactic Investors...

The Investor Coaching Show with Paul Winkler ·

2025/08/21

Paul, Evan, and Dan discuss an advertisement that aims to convince investors that “normal” advisors are wrong about bonds and will run your retirement into the ground if you let them. The problem is that the sales pitch sets up a scenario that rarely happens in the industry and fails to mention that all they are doing is selling a product that makes them a large commission. Evan calls the tactic for setting up a false situation to pitch against setting up the straw man and explains why it’s one of

en

27:21

Why Is Vanguard Trying To Sell Bond Funds to Young...

The Investor Coaching Show with Paul Winkler ·

2025/08/20

Paul brings in a commercial showing trendy young investors working with their flashy advisor, and the secret sauce that is bringing in all the success is … “institutional grade” bond funds? Listen along as Paul, Evan, and Dan explain what’s wrong with this picture and why the financial industry is more interested in how marketable a product is and not how effective it is. Later in the episode, the European stock market isn’t seeing very many new public companies. Does this mean anything for

en

13:50

Your Biggest Fears About Retirement and Why You Don’t...

The Investor Coaching Show with Paul Winkler ·

2025/08/19

In this two-part episode, Evan covers the things that worry investors the most about retirement and the top 10 reasons people don’t work with a financial planner. Sixty percent of Americans don’t work with a financial planner at all, whether it’s because they have hang-ups about discussing finances, have been burned by bad planners in the past, or they don’t believe they have enough money to start. Listen along as Evan talks about the biggest fears people have around planning for their future and

en

26:56

Your Biggest Fears About Retirement and Why You Don’t...

The Investor Coaching Show with Paul Winkler ·

2025/08/18

In this two-part episode, Evan covers the things that worry investors the most about retirement and the top 10 reasons people don’t work with a financial planner. Sixty percent of Americans don’t work with a financial planner at all, whether it’s because they have hang-ups about discussing finances, have been burned by bad planners in the past, or they don’t believe they have enough money to start. Listen along as Evan talks about the biggest fears people have around planning for their future and

en

20:49

Just Say “No” to Alternative Investments

The Investor Coaching Show with Paul Winkler ·

2025/08/15

Today, Evan shares an article by Jason Zwieg, titled “Wall Street's Big, Bad Idea for Your 401(k),” which highlights how Wall Street is excited to start selling alternative investments to average investors. Listen along as Evan explains why you should always be cautious when a company that sells you something is excited that the rules have relaxed, and why you should just say “no” to alternative investments. Later in the episode, Evan explains why millennials have more wealth than they’ve ever had,

en

18:06

How To Invest During a Trump Presidency With Chris Hand

The Investor Coaching Show with Paul Winkler ·

2025/08/14

Today, Paul jumps onto Chris Hand’s show on WTN to talk about an executive order signed by President Trump that allows crypto, private equities, and other alternative assets to be added to your 401(k) plan by your employer. Historically, 401(k) plans have often offered funds that lack diversification and employ market timing, which adds a whole new level of risk. Listen along as Paul and Chris talk about how to invest during a Trump presidency. Want to cut through the myths about retirement

en

23:37

Do You Know How the Stock Market Works or Even What...

The Investor Coaching Show with Paul Winkler ·

2025/08/13

Most investor misinformation and confusion surround some of the most fundamental concepts about the stock market. What is the stock market? Who sets the prices? Why has it been seen as the greatest wealth-building tool in the history of the world? Today, Evan addresses these topics by explaining how the stock market is a network of markets that are all driven by individual companies trying to make profitable businesses and explains some of the ins and outs of how it works and how it can be studied

en

09:09

You Walk Into a Bank With a Large Amount To Save and...

The Investor Coaching Show with Paul Winkler ·

2025/08/11

Today, Paul talks about two common situations where professionals in the industry call themselves “financial planners” offering “safe and conscientious options” for people trying to save, but it turns out that they don’t have any official education and are selling high-commission products. Listen along as Paul explains what is wrong with the training and education in the industry and how the products with the highest commissions just happen to be the ones financial planners think are in your best

en

18:27

Meme Stocks: What Are They and Why Are People Getting...

The Investor Coaching Show with Paul Winkler ·

2025/08/08

Paul starts off the show sharing that firms and planners can claim to be a fiduciary and then immediately sell you something that states in the fine print, “We are not acting as a fiduciary during this sale.” Paul then segues to a topic that sucks many investors into gambling and speculation: meme stocks and penny stocks. Listen along to hear what meme stocks are, why the financial media loves to talk about them, and the few success stories. Want to cut through the myths about retirement income

en

20:45

Large U.S. Was Hurting in Q1. Most Money Managers Got...

The Investor Coaching Show with Paul Winkler ·

2025/08/07

At the beginning of the year, countless money managers and pundits reacted to tariffs, advising investors to shift funds from large U.S. companies into cash and other “safer” investments. This is just market timing, and most investors don’t realize that the firm they are investing in is doing this without their permission. Paul covers why you need to read the disclosures of your managers, because if not, you will get sucked into market timing and your portfolio will underperform the benchmark. Later

en

30:06

The Market Is Still the Right Place To Be. Anyone...

The Investor Coaching Show with Paul Winkler ·

2025/08/06

Today, Paul talks about some of the most common advertising techniques people use to sell you their high-commission insurance products. All of these sales pitches are deceptive and can be easily debunked with basic knowledge about how stocks generate earnings and what happens to stocks during periods of uncertainty and inflation. Listen along as Paul breaks down why it’s important to slow down and remember the basic principles of investing and the difference between real financial education and an

en

359 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Nomad Capitalist Audio Experience

Nomad Capitalist

Supply Shock

Blockworks

RadioBorsa - La tua guida controcorrente per investire bene nella Borsa e nella Vita

SoldiExpert SCF