Investor Coaching Show

Paul and PWI advisor Jim Wood discuss how insurance companies are hesitating to issue life insurance policies because of the COVID-19 uncertainty. Other types of useful insurance are also covered. What kind of overlooked insurance may protect you against a large frivolous lawsuit? Can your 401(k) protect your assets from creditors? Listen to find out. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 3/3 recorded on June 13, 2020.

Paul and PWI advisor Jim Wood discuss a proposed change to 401(k) plans that would allow investments in private equity. Are private equity and REITs a good method to diversify your 401(k)? Listen to find out what is really meant by the marketing gimmicks, “Is featured in ____” and “Sophisticated investors really mean ____.” Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 2/3 recorded on June 13, 2020.

Paul and PWI advisor Jim Wood talk about the trend of gambling on single stocks on free trading platforms. Would you perform your own surgery if you had a scalpel? What proportion of those stock traders are successful compared to passive investors in diversified funds? The riots and their possible effects on the economy are discussed. Will damage be done to the markets long-term? Listen for an analysis. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 1/3 recorded on June 13, 2020.

In this hour, the Paul Winkler team discusses a few strategies for paying for long-term care. If you’re stuck in annuity, there may be an option to exchange it for LTC insurance. Also, the market has had a great week, but how are investors responding? Finally, the team covers how credit scores affect insurance premiums and a method for picking 529 plans for education savings. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 3/3 recorded on June 6, 2020.

Why has the relationship between America and China changed in the last few years? Paul brings on Advisors Ira Work, ChFC®, RFC®, AIF®, AAMS®, CASL®, CRPS®, and Evan Barnard,  CFP®, EA to discuss. They also cover Social Security and investing in silver. Will your Social Security be taxed? Stay tuned to find out. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 2/3 recorded on June 6, 2020.