The Investor Coaching Show with Paul Winkler

Feb 02 2025 200 ep. 20 mins 64
The Investor Coaching Show with Paul Winkler Podcast artwork

A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.

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Pension Management Has Deteriorated in Recent Years

Feb 02 2025 18 mins  
Today, Paul talks with Jim Wood about how pension management seems to have taken a turn for the worse in recent years. There was a period when active managers were being replaced by academic research, but now pension managers seem to be making poor decisions driven by politics or simply following industry trends. This is concerning, given that they are managing the money of million

Regulations Can Be Expensive and Ineffective

Jan 30 2025 28 mins  
Today, Paul and Jim talk about what you might expect to see from businesses now that many regulations imposed on them are being rolled back. While most regulations have good intentions to keep customers safe and create fair business practices, usually they are just expensive and ineffective. Paul talks about the many regulations in the financial planning industry that are designed

Tax-Free Retirement: A Hot Topic in Planning Right Now

Jan 29 2025 16 mins  
It is becoming increasingly popular for financial planners to use the promise of a tax-free retirement as a way to attract clients. Today, Paul exposes this as a marketing tactic and tries to offer some insight into the U.S. tax system and tax diversification. Listen along to hear how financial plans get pulled in the wrong direction when avoiding taxes is your primary concern. L

This Show Wouldn’t Exist if the Industry Would Just Stop Doing This to Investors

Jan 28 2025 29 mins  
Today, Paul reflects on the 20-year history of “The Investor Coaching Show” and the problems with the investing industry that led to the show’s creation. Unfortunately, the industry hasn’t changed much over the last few decades, and investors still need help to avoid product sales pitches and questionable investing strategies. Later in the episode, Paul covers the impact

These Companies Were Up During the Biden Administration. What Does It Prove?

Jan 26 2025 12 mins  
Today, Paul talks about CNBC’s coverage of the final day of trading during the Biden administration. Luckily, their take on the situation happens to confirm the academic research on politics, policy, and the stock market. Listen along to hear which companies were up over the last four years and what it proves about investing and politics. For more information about what we do

“Hurry! Change Everything. Tax Laws Changing in 2025”

Jan 23 2025 20 mins  
Paul keeps seeing firms and other financial planning companies urging investors to change their strategies because of eminent changes coming to the tax law in 2025. The problem is that this is just another form of speculation and gambling, and confident investors stay away from these kinds of pitches. The reality is that these are a bonus. Today, Paul and Evan talk about annuity bo

These Aren’t Even Bonuses. They Make You Pay for Them.

Jan 22 2025 20 mins  
Join Paul and Evan as they talk about the world of annuity bonuses and explain why they aren’t all they’re cracked up to be. Listen along as these two advisors explain the hidden costs and downsides of products that use flashy bonuses to lure people into contracts with back-end surrendered charges and phantom accounts. Later in the episode, Paul shares about an annuity salesper

Even When American Earnings Are Higher, Don’t Pass on International Companies

Jan 21 2025 18 mins  
It seems logical that if the American capital system and American companies promise higher earnings than their international counterparts, then there is no use in putting your money in companies outside of the U.S. Today, Paul shares a segment from CNBC that explains why American exceptionalism doesn’t build stronger portfolios and how Americans become flooded with messages that

What Do You Guys Actually Do? Paul Answers FAQs About Paul Winkler Inc.

Jan 19 2025 12 mins  
Paul knows not everyone will go to the company’s website to learn more about how the business works. So, Paul spends some time walking through the most frequently asked questions (FAQs) on the website and covers topics like: How do you guys get paid? Are there account minimums? Are you fiduciaries? And what is your investment philosophy? Later in the episode, Paul talks about inn

No One Enjoys Paying Taxes, but Don’t Fall for the “Tax-Free” Retirement

Jan 16 2025 20 mins  
Talks about finding ways to enjoy a tax-free retirement are growing as some financial firms and planners try to coax investors into strategies based on their feelings about taxes. Paul admits that no one enjoys paying taxes, but some strategies for a tax-free retirement ignore sound investing principles, while others just have you paying more in taxes before you retire. For more