Skip to content

Client Resources

  • About Us
    • About Us
    • Our Approach
    • FAQ
    • Contact Us
  • Resources
    • Free Resources
    • Books
  • Content
  • Webinars
Menu
  • About Us
    • About Us
    • Our Approach
    • FAQ
    • Contact Us
  • Resources
    • Free Resources
    • Books
  • Content
  • Webinars
Schedule a Free Call
$0.00 0 Cart

Subscribe to Our Podcast:

(How to Subscribe)

Apple
Google
The Investor Coaching Show Cover

Subscribe to Our Podcast:

(How to Subscribe)

Apple
Google

Get Podcasts Sent to Your Inbox

Ask The Investor Coach

Submit a question to be answered on The Investor Coaching Show

Note: Depending on the volume and types of questions, we may not be able to answer yours.

Latest episodes

Pushing Past the Awkwardness: Marriage and Prenups

  • May 11, 2023

In this episode, Paul and Anne discuss why prenups should be more popular. Listen along as these two advisors talk about why it may be important for couples to push past the feelings of awkwardness and consider a prenup to address property, wealth, or businesses either party has and how marriage impacts this. This is especially true for people considering marriage or re-marriage later in life. Later in the episode, Paul and Anne share a laugh about an advertisement for gold on the Weather Channel.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

Jason Zweig on Being a Great Investor: What Does It Take? (Part 2 of 2)

  • May 10, 2023


Being a successful investor and staying the course is hard in today’s world. In part two of Paul and Jim’s discussion on “The 7 Virtues of Great Investors,” these advisors share the final four virtues of successful investors: Humility, Discipline, Patience, and Courage. Listen along to hear why these are more important than any investment product or strategy you might turn to reach your goals.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

Jason Zweig on Being a Great Investor: What Does It Take? (Part 1 of 2)

  • May 9, 2023


Paul and Jim share an article called, “The 7 Virtues of Great Investors.” In today’s financial climate, it’s easy to believe that staying up to date on the news, on financial products, and on investment strategies is going to help you grow and improve as an investor. This recent article by Jason Zweig gets to a deeper truth: that personal growth and knowing yourself is the most important part of being a great investor. Part 1 of this two-part episode addresses the question, “Are you letting strangers do your thinking for you?” Listen along as these advisors share the first three virtues of successful investors: Curiosity, Skepticism, and Independence.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

“Undiscovered” Stocks PWI Has Used for More Than 20 Years

  • May 8, 2023


Paul brings an article from MarketWatch titled “An undiscovered universe of stocks is trading at ‘near generational lows’ fund manager says” that shows how bad the industry is at diversification because PWI has known about and invested in this part of the market for over 20 years. Listen along as Paul talks about the difference between U.S. and international companies, between small-cap and large-cap companies, and what you need to know to transition from trailing investment trends to securing market returns.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

One in Four Americans to Live with Disability: Are You Prepared? (Part 2 of 2)

  • May 5, 2023


Whether from age, illness, or an unexpected life experience, most Americans will either need a caregiver or be a caregiver at some point in their life. In a two-part series, Paul brings Chad Henson, a PWI advisor, Chartered Special Needs Consultant® (ChSNC®), and Chartered Retirement Planning Counselor® (CRPC®), to talk about how simple it can be to take steps toward securing your own future or the future of a loved one impacted by disability. Listen as these two advisors talk about why having a basic or incomplete plan is better than not having one at all.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

One in Four Americans to Live with Disability: Are You Prepared? (Part 1 of 2)

  • May 4, 2023


Whether from age, illness, or an unexpected life experience, most Americans will either need a caregiver or be a caregiver at some point in their life. In a two-part series, Paul brings Chad Henson, a PWI advisor, Chartered Special Needs Consultant® (ChSNC®), and Chartered Retirement Planning Counselor® (CRPC®), to talk about how simple it can be to take steps toward securing your own future or the future of a loved one impacted by disability. Listen as these two advisors talk about why having a basic or incomplete plan is better than not having one at all.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

Most Financial “Planning” Is Just Product Sales—Here’s How to Spot It

  • May 3, 2023

Unfortunately, most of what we consider to be financial planning in the world today is just product sales disguised as financial advice. Today, Paul shares two tactics advisors use to try to sell their investment products that you need to know before you walk into a planning meeting. Listen along to hear how sales people can twist things that you know are true to sell you something that you would never agree to buy if you were more educated about the product. Later in the episode, Paul feels bad for investors who got overly excited about real estate and now own a property that’s not meeting their expectations.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

30-Year Bond Holders Learned a Tough Lesson: How to Avoid Their Mistake

  • May 2, 2023


Risk is a topic that quickly puts the average investor in a defensive position. Are you taking enough risk? Are you taking too much? The investment industry loves to use risk to push you toward certain “low-risk” or “high payout” products. Today, Paul shares about the investors who stocked up on 30-year bonds because they had a long track record of being “safe,” only to be slapped by unexpected rising interest rates. Listen along as Paul teaches what you need to know about risk and investing and why staying uneducated is a risk you shouldn’t be okay with.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

Endless Information Feeds Worry and Dissatisfaction

  • May 1, 2023

The internet can feed you endless information to confirm whatever thoughts and insecurities you bring to it. If you’re worried about your financial well-being, there are endless tips and tricks to help you improve. If you’re worried about the state of the world, there are 24-hour news cycles confirming your fears. All this information makes it almost impossible to relax and think clearly. Today, Paul encourages investors that there is a way to find peace and relax about money in today’s chaos, but it may involve being less hungry for information and just unplugging this endless source of information. Later in the episode, Paul brings a study that shows what cognitive dissonance is and why no one is immune to it.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →

It’s Time to Change How We Think About Digital Media

  • April 28, 2023


We have to change the way we think about digital media to get healthier and see the world for what it is. Paul brings up a book called *Our Digital Soul: Collective Anxiety, Media Trauma and A Path Toward Recovery* by Jennie Black and Bob Hutchins that impacts digital media on our minds and bodies. Paul shares that when you mix capitalism and journalism the result is a country that shares more negative news stories than most other countries in the world. Later in the show, Paul talks about how robotic portfolios have been trained to stock pick and market time and leave investors in the dark about what’s going on.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Listen Here →
Page 1 Page 2 Page 3 Page 4 Page 5 … Page 82

Other Ways To Listen

Stream or download via these podcast apps.

 
 

 

 

Apple
Google

For more information about what we do, schedule a 15-minute chat with an advisor.

Schedule a Free Call

PWI

About

Contact Us

All Locations

Terms & Conditions

MEDIA

Blog

Videos

Audio

CLIENT SERVICE

Client Resources

Become a Client

Connect

Facebook-f Twitter Youtube
Schedule a Free Call
PHONE : 615-851-1950 (main office)
Fax : 615-851-4597
Email : contact@paulwinkler.com
Main Office : 3050 Business park Circle Suite 503 | Goodlettsville, tn 37072
See our other locations
Copyright 2009-2018 Paul Winkler, Inc. All Right Reserved
The contact of this website is protected by application copyright laws. No permissionis granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos.

Advisory services offered through Paul Winkler, Inc. (‘PWI’), an investment adviser registered with the State of Tennessee. PWI does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.”

Subscribe by email