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Latest Blogs

See the latest blog below or select a blog by category.

Are Academic Studies Always Good?

December 10, 2019

Lately, I’ve been pouring through some of the latest academic studies, and just shaking my head. Now, if you know me, you know that I am all about academic research, but academic doesn’t necessarily mean good.

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An “Aha!” Moment About Diversification

November 23, 2019

Throughout my thirty years in the investment business, I’ve witnessed investors going through the same experiences year after year.

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Is a Roth Conversion Right for You?

November 23, 2019

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,

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Understanding the Upside of Risk as an Investor

November 19, 2019
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Women’s Financial Issues

November 15, 2019

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.

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Investor Education

October 12, 2019

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

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Women and Investing

August 15, 2019

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?

August 7, 2019

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.

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What’s the risk of losing everything?

July 26, 2019

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

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Is investing in the stock market gambling?

July 19, 2019

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.

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WHAT HAPPENS TO ALL OF YOUR PICTURES SAVED ON APPLE PHONES AFTER DEATH?

July 13, 2019

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?

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Arlene’s 4th of July message 2019

July 3, 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

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Women and Money

June 10, 2019

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

April 29, 2019

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

January 31, 2019

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

December 21, 2018

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

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Income: Women vs. Men

July 21, 2018

H2S1 7/21/18

https://media.blubrry.com/the_investor_coaching_show/p/www.paulwinkler.com/mp3/PaulWinkler72118H2S1.mp3

Podcast: Play in new window | Download (Duration: 18:45 — )

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Do You Sell Online? New Supreme Court Ruling May Affect You

June 25, 2018

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

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DO YOUR EMPLOYEES UNDERSTAND HOW TO INVEST PROPERLY IN YOUR 401(k)?

June 12, 2018

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

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Recent Market Volatility

May 19, 2018

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

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