Shows / The Investor Coaching Show with Paul Winkler
The Investor Coaching Show with Paul Winkler
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.
Episodes
- The Investor Coaching Show with Paul Winkler
This Shark Tank Pitch Would Put Your Retirement at Risk
Today, Paul shares a pitch that was recently made on Shark Tank. It’s a business called Parrot Finance. You attach your brokerage account, you choose the…
- The Investor Coaching Show with Paul Winkler
11% No-Risk Real Estate? Let’s Break It Down
Investing is not about knowing which products to pick. It’s about finding the right process and sticking with it. Today, Paul gives you a crash course in how…
- The Investor Coaching Show with Paul Winkler
Making Sure You Leave Space for Fun in Retirement
Paul isn’t shy about sharing his love for flying cars. Sometimes people have a hard time getting motivated to save for retirement because they lump it in with…
- The Investor Coaching Show with Paul Winkler
Unexpected Family Expenses: How Families Shift To Raise Children
Today, Evan brings an article that shows when people have time to plan, they make very different decisions when unexpected expenses arise. Listen along as Paul…
- The Investor Coaching Show with Paul Winkler
Large U.S. Doesn’t Win Every Year, but They Won’t Even Look at International Value. Why?
Today, Dan talks about his experience at an investing workshop and explains how frustrating it is when the industry knows how to make a diversified portfolio…
- The Investor Coaching Show with Paul Winkler
The Industry Wants You To Trust Them As the Experts. This Is a Big Trap.
Today, Paul, Evan, and Dan discuss a story about an advertisement in which the company basically says, “You won’t have to worry about any of this because we’ll…
- The Investor Coaching Show with Paul Winkler
Should Economics Be a College Requirement? Paul Thinks So
Today, Paul talks about how many high schools have wanted to replace basic economics education with personal finance. The problem is that most high schoolers…
- The Investor Coaching Show with Paul Winkler
Risk in Investing Is More Complex Than You Think
Most investors hear the word “risk” in investing and assume it only refers to the likelihood of losing all their money on an investment. Today, Paul explains…
- The Investor Coaching Show with Paul Winkler
Spring 2026 Economic Update: Is Innovation Dragging Down the Economy?
Today, Paul gives an update on the state of the U.S. economy and explains why the jobs and equities markets haven’t struggled the way many people predicted…
- The Investor Coaching Show with Paul Winkler
An Investment Pays You To Borrow Your Money. It’s That Simple.
Today, Paul shares the first thing to look for when you see something that claims to be an investment: a clear cost-of-capital story. Many financial products…
- The Investor Coaching Show with Paul Winkler
Could Speculative Weather Trading Improve Weather Forecasting?
Today, Evan shares an interesting story about how speculative weather markets could be valuable to businesses that rely on weather forecasting to make…
- The Investor Coaching Show with Paul Winkler
The Market Is Flooded With Smart Investors Who Set Prices Together
The news is full of headlines that sound like expert advice for concerned investors, but the reality is that most of the news is about people trying to predict…
- The Investor Coaching Show with Paul Winkler
How Much Can You Gift a Family Member Before Having To Tell the IRS?
Did you know that you can now give up to $19,000 as a gift each year without needing to file a form on your tax return? Today, Evan covers some basic…
- The Investor Coaching Show with Paul Winkler
National Financial Literacy Month: How Is Your Financial Literacy?
“The Investor Coaching Show” is here to help you relax about money by teaching you the fundamentals of money and investing and helping you avoid common…
- The Investor Coaching Show with Paul Winkler
Professional Financial Pundits Are Not Financial Planners
Anytime a well-known pundit or financial personality encourages you to pay to join an investing club for inside information, you should walk away. Today, Paul…
- The Investor Coaching Show with Paul Winkler
Investment News: SpaceX IPO, Hot ETFs, and a Timeline for the War in Iran
Today, Paul shares some of the most common concerns that investors are bringing to the office right now and why it’s helpful to talk to an advisor about what…
- The Investor Coaching Show with Paul Winkler
Most Investors Are Watching Their Retirements Shrink Because of This Portfolio Problem
Today, Paul focuses on the vast majority of American investors who are blindly trusting the industry and are now overweighted in one of the year’s most poorly…
- The Investor Coaching Show with Paul Winkler
Fear, Greed, and Loyalty: The Easiest Way To Make a Commission
Paul started his financial career the way most people do: learning about financial products from insurance companies and brokerages, then trying to sell those…
- The Investor Coaching Show with Paul Winkler
How Do You Know an Investment Firm Is Right for You?
Unfortunately, it is not difficult to get into the investment industry as a financial planner with no experience and very little education. However, each firm…
- The Investor Coaching Show with Paul Winkler
Diversify and Hold: The Confident Investor’s Strategy
Investors who responded to the war in Iraq are now faced with a dilemma: Is it time to get back in the market? Are the U.S. and Iraq in talks that could move…
- The Investor Coaching Show with Paul Winkler
Why Do We Invest in Bonds? Why Not Buy an Annuity Instead?
It’s very common for financial professionals to convince investors that stocks are too risky and bonds won’t perform well enough to provide an income from your…
- The Investor Coaching Show with Paul Winkler
Annuities, Bonds, Stocks, Commodities, Real Estate: Not All of These Are Investments
Only a few things are truly considered investments. There’s a good chance that you’ve heard of investment options recommended from an advisor or family or…
- The Investor Coaching Show with Paul Winkler
Is Owning the S&P 500 Enough for Retirement?
Paul and Jim tackle the overconfidence that many investors have in large U.S. stocks and explain why owning the S&P 500 alone doesn’t lead to confident…
- The Investor Coaching Show with Paul Winkler
Texas Court Tosses Fiduciary Rules: A Big Win for Insurance Companies
Texas throws out a Biden-era fiduciary rule giving insurance companies more license to sell bad products to people who don’t fully understand them. Today, Paul…
- The Investor Coaching Show with Paul Winkler
The Investor Coach Answers: Should I Use My Age As My Bond Allocation?
Paul answers a few popular questions directly from listeners of the show. Listen along as Paul responds to an investor who wants to know if the common strategy…
- The Investor Coaching Show with Paul Winkler
The Investor Coach Answers: How Will the War Affect Markets?
Today, Paul answers a few popular questions directly from listeners of the show. Listen along as Paul starts with a burning question for most investors: How…
- The Investor Coaching Show with Paul Winkler
The Design of Your Portfolio Determines Its Performance
Everyone wants to fly in an airplane that has been carefully designed and constructed. The design of the airplane determines its performance. Today, Evan…
- The Investor Coaching Show with Paul Winkler
The Investor Dilemma: Why It’s Hard for Investors To Relax About Money
Today, Evan talks about the investor dilemma. A common problem is that investors try to feel more comfortable by predicting the future and buying funds with…
- The Investor Coaching Show with Paul Winkler
Adults Over 60 Are Losing Billions to These Scams. Don’t Be One of Them.
Adults over 60 are much more likely to be the victim of a scam than of a violent crime or robbery at their home. Today, Evan shares an article highlighting the…
- The Investor Coaching Show with Paul Winkler
The War in Iran: Oil Is Up. Stocks Are Down. How Are Investors Doing?
Today, Evan jumps straight into the headlines and shares how the war in Iran is doing two things most people expected: pushing stock prices down and oil prices…
- The Investor Coaching Show with Paul Winkler
Paul and Evan Cover Basic Financial Questions
How much should you have in an emergency fund? And why? How do you make a personal budget that works for you? Is life insurance important? When am I ready to…
- The Investor Coaching Show with Paul Winkler
The Headlines Are Out of Control. Remember Positive News Takes Longer To Get Out.
Paul shares some headlines that make it seem like the world is out of control and going to get worse. With these inflammatory headlines, Paul describes two…
- The Investor Coaching Show with Paul Winkler
“People Should Be Free To Do What They Want.” Do We Really Believe That?
Evan shares a few rules about Trump Accounts that have come out recently. Paul segues to an interview where the Robinhood CEO is pressed about an obviously…
- The Investor Coaching Show with Paul Winkler
Another War in the Middle East Poses a Trap To Disciplined Investors
Over the last week, we’ve heard many stories and predictions that remind us of events that have happened in the Middle East in recent history. When the news…
- The Investor Coaching Show with Paul Winkler
In Trying Times, You Don’t Need an Investing Club. You Need a Proven Method.
Paul brings Jim Wood on the show to discuss the current climate and why it leaves investors vulnerable to people taking advantage of them. In a world where…
- The Investor Coaching Show with Paul Winkler
“I’m 45 and Expect a Good, Long Recession.” Here’s What He’s Doing About It.
Paul and Jim share a somewhat funny take in MarketWatch from an investor who is all over the place, but actually represents many people who are still trying to…
- The Investor Coaching Show with Paul Winkler
Worst Case in Iran: How Should Your Portfolio Perform During a Decline?
Paul and Jim discuss the news in Iran and its unfolding developments. Listen along as these two advisors cover why uncertainty, war, and changing prices aren’t…
- The Investor Coaching Show with Paul Winkler
Is a War in Iran Likely To Hurt Your Retirement?
It has been a big week for headlines with the joint attacks in Iran, leaving many investors questioning how this might affect markets and gas prices in the…
- The Investor Coaching Show with Paul Winkler
People Buy Milkshakes Early in the Morning. A New Product Is Born.
Evan talks about how McDonald's discovered that most of their milkshakes were sold before 10 a.m., which sparked a heavily sold product that keeps many…
- The Investor Coaching Show with Paul Winkler
Bitcoin’s Decline: Can It Compete With the Dollar? Does It Work as an Investment?
Bitcoin drops 40%, but proponents try to claim that volatility is decreasing. Paul and Evan discuss the fundamental issue with trading a commodity that lacks a…
- The Investor Coaching Show with Paul Winkler
When Will the Tide Turn in Overseas Markets?
Most diversified portfolios are not just even amounts of U.S. and international holdings. It’s more nuanced than that. Over the last few months, we’ve seen…
- The Investor Coaching Show with Paul Winkler
Looking at Younger Investor’s Robinhood Account: Staying Curious and Humble
Paul chatted with a curious young investor this week who was eager to share what he was investing in and ask for some constructive feedback. Listen along as…
- The Investor Coaching Show with Paul Winkler
Technical Analyst Shows Their Hand: Bad Market Timing and Wild Speculation
Many fund companies love to tout the strength of their technical analysis. They claim to have market experts poring over company books to see what should be in…
- The Investor Coaching Show with Paul Winkler
Watch Out: Mortgages That Last Longer Than the House
Imagine your house falling apart before your mortgage is even up. Unfortunately, this could become a reality for many homeowners. Homes are being built faster…
- The Investor Coaching Show with Paul Winkler
3 Myths of Investing: If You Know These, You’re Ahead of Most Investors (Part 2)
This week, we’re walking through some investing myths. It's super easy for people to get pulled into these myths because they appeal to our instincts and our…
- The Investor Coaching Show with Paul Winkler
3 Myths of Investing: If You Know These, You’re Ahead of Most Investors (Part 1)
This week, we’re walking through some investing myths. It's super easy for people to get pulled into these myths because they appeal to our instincts and our…
- The Investor Coaching Show with Paul Winkler
What Keeps People From Saving for Retirement? Are You on Track?
Today, Evan shares research about what keeps people from saving for retirement. The list was long and included daily expenses, paying off debt, and caring for…
- The Investor Coaching Show with Paul Winkler
Edward Jones Head of Investment Strategy Encourages Investors to … Market Time
Today, Paul shares an interview with the Edward Jones head of investment strategy, where she’s pressed about the lackluster performance of the area of the…
- The Investor Coaching Show with Paul Winkler
We’re Not a Huge Fan of Trump Accounts. Here’s Why.
Today, Paul and Evan answer a listener's questions about Trump Accounts and how the investments get managed. Listen along as the two advisors cover the…
- The Investor Coaching Show with Paul Winkler
Bitcoin Has Dropped By Half Since August. Why Are Investors Digging in Their Heels?
Today, Paul and Evan talk about the catastrophic drop in Bitcoin’s value and why Bitcoin traders keep digging their heels in, hoping for a brighter future…
- The Investor Coaching Show with Paul Winkler
Choosing Your Investments Based on Your Time Horizon
This week, Paul has been methodically taking you through the basic principles of building a portfolio that will help you reach your goals. We’ve looked at how…
- The Investor Coaching Show with Paul Winkler
Asset Class Investing: The Key to Avoiding Uncompensated Risk
When we discuss investing in the stock market, most people think of investing in individual stocks. Paul shares that the returns with this approach are…
- The Investor Coaching Show with Paul Winkler
Cash, Bonds, and Stocks: What's in Your Portfolio and Why? (Part 2)
A diversified portfolio contains a mixture of cash, bonds, and stock investments. Not knowing how these assets work together leads to some of the most common…
- The Investor Coaching Show with Paul Winkler
Cash, Bonds, and Stocks: What's in Your Portfolio and Why? (Part 1)
A diversified portfolio contains a mixture of cash, bonds, and stock investments. Not knowing how these assets work together leads to some of the most common…
- The Investor Coaching Show with Paul Winkler
Cathie Wood Got It Wrong in 2025, but What Does She Think About 2026?
Paul shares a clip this morning that shows just how low the standard is for what financial media views as “credible” investing information. Listen along to…
- The Investor Coaching Show with Paul Winkler
The Average Car Payment Is $780/month. Is That a Problem With the Market or With Human Behavior?
When most people buy a car, they take on a substantial car payment. But how long does the high of having a nice new ride really last? Today, Paul discusses why…
- The Investor Coaching Show with Paul Winkler
What Happens if the Dollar Drops? Understanding the Cause and Effect of a Weaker Dollar
Today, Paul brings in a WSJ article that provides a list of potential events this year that could weaken the dollar against other world currencies. Paul wants…
- The Investor Coaching Show with Paul Winkler
When Paul Says "Capturing Market Returns,” Is That Just Code for Indexing Everything?
When Paul first started this show, indexing and target-date funds were not very popular at all, as the world experienced a decade where large U.S. companies…
- The Investor Coaching Show with Paul Winkler
Annuity Sales Are Dangerous. Here Is the Proof.
Paul runs into an annuity salesperson on Facebook who reveals that he made $300,000 in income in his first month and wasn’t remotely interested in helping…
- The Investor Coaching Show with Paul Winkler
We All Have an Expiration Date. How Can You Live With Purpose?
Evan talks about a celebration of life service he attended earlier in the day and reflects on how you never know how long life will be and how having a strong…