Investor Coaching Show

Paul begins the hour talking about “robo-portfolios.” Most of the hour is about how people make financial decisions and how money does not lead to happiness. Paul ends the hour by discussing a Wall Street Journal article about how GDP may be understated by excluding illegal activity. This is hour 1/3 recorded on December 7, 2019. For more, see www.paulwinkler.com.

Paul discusses a study about millionaire characteristics and the psychological reasons for spending. This transitions to the amount to save for retirement and why compounding interest is effective for early saving.

For more, visit www.paulwinkler.com.

This is hour 3/3 recorded on November 30, 2019.

The hour starts with a survey about how 1/3 of millennials approve of communism and why they might grow out of it. Paul switches Roth IRA conversions and tax rates. Then the positives and negatives about financial regulation are discussed. He ends the hour with the advantages of a free market.

For more, visit www.paulwinkler.com.

This is hour 2/3 recorded on November 30, 2019.

Paul begins the hour talking about how most investors follow the crowd and why that causes problems. The lack of diversity in total stock market funds is covered. Paul ends the hour discussing political uncertainty and why diversifying is more important than ever.

For more, visit www.paulwinkler.com.

This is hour 1/3 recorded on November 30, 2019.

Paul discusses a study about how those who rate bonds can have political motives. Then he covers research about annuities in qualified retirement plans. He ends the hour with common misconceptions about bonds, how young people understand bonds better than older people, and that not all bonds are created equal. This is hour 3/3 recorded on November 26, 2019 For more, visit www.paulwinkler.com.

The hour starts with the effectiveness of CAPE P/E as a market predictor and then China’s issues with centralized control. Paul then discusses keys to successful retirement planning and Social Security for the last half of the hour. This is hour 2/3 recorded on November 26, 2019. For more information, visit: www.paulwinkler.com

Paul begins the hour discussing the personality traits linked to financial success and failure. He talks about who people tend to trust and the biases we have. The hour ends with senior housing real estate risks, who will buy the houses for sale, and the effects of immigration. Hour 1 of 3, recorded on November 26, 2019. For more, visit www.paulwinkler.com.

The hour begins with how socially-responsible investing is well-intentioned but misguided. Paul also discusses 401(k) mistakes and the lack of available diversification offered by many plans. For more, visit www.paulwinkler.com.

This is hour 3 of 3 recorded on November 16, 2019.