Skip to content

Client Resources

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

Subscribe to Our Podcast:

(How to Subscribe)

Apple
YouTube
The Investor Coaching Show Cover

Subscribe to Our Podcast:

(How to Subscribe)

Apple
YouTube

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.

Financial Questions

Latest episodes

Is It Time to Jump In or Get Out?

  • September 16, 2022


When you look to financial outlets for advice on investment, you can become confused easily. Is it time to jump out because markets might continue going down? Or is it the best time to get in because prices are low? Today, Paul talks about how markets behave over long periods of time and why being in the market is usually the right idea, even if you don’t know which direction the market is going in 2022. Later in the show, Paul talks about indexing and overweighting in larger companies.

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

Listen Here →

Are Income-Generating Portfolios Safe?

  • September 15, 2022

A listener shares a Yahoo! Finance article called “The 60/40 Strategy Is on Pace for Its Worst Year Since 1936: BofA” and wants to know if they should keep this mix in 2022. Listen along as Paul breaks down the article and the portfolio it uses. If you’re using a 60/40 portfolio like the one in the article, you might be in danger. Paul then explains why he still likes this asset mix overall and what you should look for in a 60/40 portfolio.

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

Listen Here →

Navigating an Unequal Inheritance

  • September 14, 2022


Most of the time giving equal inheritances is appropriate, but not always. Paul and Jim talk about their experience of working through unequal inheritances, how to have good communication with your beneficiaries, and some practical advice about what to do with your accounts. Later in the show, Paul and Jim give a crash course on single-stock ETFs.

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

Listen Here →

A Trap in Conservative Investment Products

  • September 13, 2022


After investors hear stories of people losing money in the market, they often get nervous and look for more conservative investments. Paul shares about the risk that can be hard to detect with conservative investment products and why owning stocks can help you relax about money. Later in the episode, Paul and Jim talk about the academic standards used to decide if an investment should go in a portfolio.

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

Listen Here →

A Healthy Distrust in Companies and Regulations

  • September 12, 2022


You need to have a healthy distrust in companies and regulations. Paul talks about regulation and the tension between companies being able to operate freely and mislead investors. Listen along as Paul talks about alternative assets, large investment firms engaging in market timing with commodities, and the White House’s attempt to regulate Bitcoin after it was too late. Later in the show, Paul talks about an iced tea company that changed its name to include blockchain to bump its stock price.

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

Listen Here →

China’s Economy Is Struggling to Beat Out the U.S.

  • September 12, 2022


It seemed like it was only a matter of time before China’s economy overtook the U.S. to become the largest in the world. Paul discovered that China’s response to COVID and how it manipulates its economy have stunted its growth. Can China outgrow America’s free markets? Listen along as Paul and Evan talk about how corruption affects markets and how basic economic principles and diversified investments win out. Later in the show, they discuss declining inflation in food prices that is hard to see at the grocery store.

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

Listen Here →

Europe’s Energy Problems Can Be Solved

  • September 9, 2022


Europe’s dependence on Russian oil has created a major energy problem in the region. Today, Paul and Evan talk about what happens when governments try to cap prices and how this situation is an opportunity to experiment with forms of energy that may transform our understanding of how we power the world. Listen along to hear how prices affect the supply and demand of oil in the region.

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

Listen Here →

Are Critics of ESG Missing Something?

  • September 8, 2022


Paul found an article titled “The Crucially Important Points ESG Critics Are Missing” that responds to a WSJ article covered on the show over the summer. Listen along as Paul and Evan discuss the article to see if they have missed something on the topic or if the article misses the point. Later in the show, Evan found a big problem with the definition of a fiduciary this week as he studied to maintain his certifications.

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

Listen Here →

Looking at New Inflation Data

  • September 7, 2022

Today, Paul talks about new inflation data that shows how inflation is changing and varying widely around the world. Pauls looks at the inflation rates in the United States and shares how much inflation we are seeing now and some of the unique challenges happening in our economy that are likely causing prices to go up. Later in the episode, Paul discusses some news about a new bill repealing Social Security taxes.

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

Listen Here →

Logical Thinking During Downturns

  • September 6, 2022


Today, Paul challenges conventional wisdom surrounding economic and market downturns. Do companies typically pay more or less to borrow an investor’s money during a downturn? What is more important: your asset mix or which companies you own? Listen along to find out if you are thinking logically during downturns.

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

Listen Here →
Page 1 … Page 73 Page 74 Page 75 Page 76 Page 77 … Page 133

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 Call

PWI

About

Contact Us

All Locations

MEDIA

Blog

Videos

Audio

CLIENT SERVICE

Client Resources

Become a Client

Connect

Facebook-f Twitter Youtube
Schedule a 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 2019-2028 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., an SEC Registered Investment Advisor. Paul Winkler, Inc. 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.

Disclosure links:

Broker Check

Form CRS

Privacy Policy

Form ADV Part 2A

Subscribe by email