Latest Blogs
See the latest blog below or select a blog by category.
Is a Roth Conversion Right for You?
A Roth conversion can potentially save you thousands of dollars in taxes, but it’s not right for everyone. In this blog, I cover the basics of Roth conversions and how they can be used in financial planning,
Women’s Financial Issues
Paul Winkler, Anne Sawasky, and Arlene Brown talk about women’s issues in social security, financial literacy, and other general financial issues for both men and women.
Investor Education
All of our clients are welcome and encouraged to attend educational workshops in addition to one-on-one wealth coaching on a regular basis. All of these
Women and Investing
8/10/19 Hour 1 Women and investing, marriage and finances, prenuptial agreements
Podcast: Play in new window | Download (Duration: 46:44 — 65.1MB)
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The market – what’s going on?
What’s going on?
We’ve seen some unnerving drops in stock prices over the recent past and the media have been tripping over each other to see who can spin the most dire narrative.
What’s the risk of losing everything?
What’s the risk of losing everything?
Many people fear losing money and therefore avoid the stock market. It’s complex and it can go up and down rapidly, they say. What if it goes down when I need the money? We hear stories and see movies of those who lost
Is investing in the stock market gambling?
Is investing in the stock market gambling?
I used to associate the stock market with gambling. I thought the goal was to pick the next big winner, and if you couldn’t do that, you always lived with the risk of losing everything.
WHAT HAPPENS TO ALL OF YOUR PICTURES SAVED ON APPLE PHONES AFTER DEATH?
Have you ever wondered what happens to your valued family pictures after the death of you or a loved one? What happens if the survivors do not have access to the password for the deceased and wants to preserve the important family memories?
Arlene’s 4th of July message 2019
Hello, Everyone. I believe that my love for America was born when I heard my great grandfather’s World War II story the first time. The
Women and Money
6/8/2019 Hour 3 Women and money, business sales
Podcast: Play in new window | Download (Duration: 48:52 — 68.1MB)
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Women and Finance
4/27/2019 Hour 2 Women and finance, top funds, and adviser hedging
Podcast: Play in new window | Download (Duration: 47:13 — 65.8MB)
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Women and retirement/ socialism talk
1/26/2019 hour 1 Paul Winkler on The Investor Coaching Show, talking about the world of money and investing. In this episode
Podcast: Play in new window | Download (Duration: 48:12 — 67.1MB)
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YEAR END SPENDING FOR YOUR BUSINESS
I talk to a lot of businessowners who, at year end, realize they had a good year and have “extra money” that they will need
Income: Women vs. Men
H2S1 7/21/18
Podcast: Play in new window | Download (Duration: 18:45 — )
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Do You Sell Online? New Supreme Court Ruling May Affect You
Do You Sell Online? New Supreme Court Ruling May Affect You If you sell online, you may now be required to start collecting sales tax
DO YOUR EMPLOYEES UNDERSTAND HOW TO INVEST PROPERLY IN YOUR 401(k)?
As a business owner, you probably offer your employees a 401(k), SEP or other type of retirement plan. But do they understand its value, and
Recent Market Volatility
This past February the Dow experienced the largest point downturn in history of 1,178, or roughly 4.62%. As of the writing of this article, it
Know If Your Advisor Is Qualified
I see recommendations for financial people thrown around all the time, but what I almost never see raised as a question is what qualifies this
Men vs. Women Investing
Podcast: Play in new window | Download (Duration: 13:54 — )
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