Investor Coaching Show

Paul and his team analyze the market upturn over the last couple of weeks. But first, Paul’s latest book is well on the way! In the first segment, Paul and the team discuss his most recent chapter on tax advantaged investing. You won’t want to miss the closing discussion on strategies for reducing your Medicare premiums. Should you always try to get the lowest Medicare premium? 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 6, 2020.

Paul discusses student debt and hedge funds. Should you add hedge funds to your portfolio? Are hedge fund returns reported accurately? The COVID-19 pandemic has interrupted international supply chains including those from China. Will the US and Europe look to get goods outside of China? Stay tuned to find out why this is possible. 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 May 30, 2020.

Are Social Security benefits going to drop to 75% of their current level soon? Paul covers a few ways this drop can be prevented from happening. Also, how are people spending their stimulus checks? What does this tell us about our economy? Listen to this hour to find out if taking Social Security early will prevent lower monthly payments in the future, and whether to believe someone selling that idea to you. 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 May 30, 2020.

Paul discusses an article with the opinion that the United States should get rid of the 401(k) plan. What possible models could replace the 401(k)? Why are pensions replacing the 401(k)? Series EE savings bonds and retirement plan distributions are also mentioned. 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 May 30, 2020.

When an investment firm offers an investment they consider a safe haven, is it safe for your long-term returns? Paul’s team also discusses a poor type of bond to invest in and the 60-day rollover rule. Are market downturns the time for Roth conversions? Stay tuned for the team’s expertise. 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 May 23, 2020.