It’s always a good idea to look back and reflect on what you learned in a year, but what you don’t want is your financial planner telling you what they learned with your money this year. Today, Paul, Anne, and Arlene talk about why it was so important to have a skilled planner this year and some predictions the financial industry made about 2020 that were downright laughable. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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
There is a disturbing trend of investors putting almost all their retirement money into target date funds. And it might just be because investors are chasing returns. Today on the show, Paul does a deep dive on the troublesome nature of these funds and explains that the management fees aren’t even the biggest issues with them. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Insurance companies are getting smarter about what products they offer. Today, Paul talks about a product he’s starting to see more of lately: the variable annuity. Is this actually a smart and sound investment product, or are they just doing more of the same? Listen along to learn some important details about variable annuities. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Greenwashing is an interest in sustainable investing. More specifically, it’s investing in ESG funds. Today, Paul talks about why this is more of a sales tool for fund companies than it is a great idea for investors. Listen along to gain some insight about the kinds of products that are designed to sound better than they perform. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
This week Paul finds a Yahoo Finance article called “Here’s How Rich People Can Help Fix America.” The media won’t stop saying that the best way to fix income inequality is to force the wealthiest Americans to return profits. Today, Paul breaks down this article to help us understand why turning this into policy may not fix anything at all. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
As things continue to change around the world, the dollar seems to be losing some of its power. Today, Paul spends some time breaking down some of the causes of inflation and how it is a complex issue to tackle. Listen along as Paul explains why it is so important to not be overconfident of large US companies and cash. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
It feels safe to be doing what everyone is doing. Your friends purchased a stock, and now it piques your interest, or a co-worker tells you how he updated his 401(k) allocation and you start looking at yours again. Today, Paul breaks down some market trends to help investors tell the difference between going with the flow and staying on course. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Understanding how to navigate your estate with your children can be an emotional situation. You have to take into account sensitive issues like mental disability, personality, or stage of life. In today’s episode, Paul and Dr. Robert Pautienus, an estate attorney, talk about some of the options you have to ensure your family will be taken care of and why it’s important to meet with a professional when creating a will.
If you want to reach out to Robert with any questions, you can reach him at fedlislawfirm.com or call 615-370-3010.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Some people create a will earlier in life and never look at it again. In today’s episode, Paul and estate attorney, Robert Pautienus, talk about why you need to refresh your will to make it reflect your current situation, as well as how to understand what the beneficiaries will actually receive. Listen along to learn some details about choosing an executor and planning your estate for multiple generations.
If you want to reach out to Robert with any questions, you can reach him at fedlislawfirm.com or call 615-370-3010.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Do you know what would happen to your estate if you weren’t here tomorrow? Today on the show, Paul invites Robert Pautienus, an estate attorney, to explain everything you need to know about what would happen to your estate if you’re single, married, or married with children. Listen along to understand some basics of estate planning and how easy it is to make a plan for your future.
If you want to reach out to Robert with any questions, you can reach him at fedlislawfirm.com or call 615-370-3010.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.