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
Your Home or Your Portfolio: Where Should Your Investment Money Go?
Paul and Evan get into a conversation about a common question for homeowners: Is it a better investment to put extra money in my house or in my portfolio? Paul…
- The Investor Coaching Show with Paul Winkler
Jim Cramer’s Investing Club Leads To Stock Picking, Not Confidence in Investing
We often discuss being a confident investor on the show, but confidence is only helpful if it’s combined with a disciplined, evidence-based approach rather…
- The Investor Coaching Show with Paul Winkler
Pundit Gives “13 Funds To Own in 2025.” How Did He Do?
Paul and Jim talk about a pundit who told investors which funds to own in 2025, and those funds had a return of over 14%. Paul admits that most investors who…
- The Investor Coaching Show with Paul Winkler
Robinhood Found the Best Way To Make Money on You: Greed and Dopamine Addiction
Every investment company is working to sell you on the idea that they can help you build wealth through cutting-edge technology and financial expertise, but…
- The Investor Coaching Show with Paul Winkler
Properly Preparing to Pass Your Finances to Your Loved Ones
No one likes to think about the day when they will no longer be here and their spouse or children will have to take on more responsibility in managing the…
- The Investor Coaching Show with Paul Winkler
Big News out of Venezuela. What Does It Mean for Your Investments?
Paul talks about the news of America's capture of the Venezuelan president, Nicolás Maduro, and how this will lead to uneducated investors making one of the…
- The Investor Coaching Show with Paul Winkler
Most Investors Fail the Diversification Test
Today, Paul shares some research that shows over 80% of investors near retirement have portfolios that lack diversification and that most investors equate…
- The Investor Coaching Show with Paul Winkler
Don’t Go Into 2026 Aimlessly. SMART Goals Could Help You in the New Year.
A new year provides a new opportunity to change your life for the better by reflecting and setting new goals. Today, Paul talks about why understanding…
- The Investor Coaching Show with Paul Winkler
Crypto Investors Got What They Wanted in 2025, but Prices Keep Dropping
Last year should have been a great year for crypto investors. The digital assets received favorable treatment from a pro-crypto government, and the financial…
- The Investor Coaching Show with Paul Winkler
The People Managing Your 401(k) Are Just Making It Up As They Go Along
Today, Paul explains that fund companies that offer your 401(k) plans are choosing investments that seem safe and popular. These low-cost funds focus heavily…
- The Investor Coaching Show with Paul Winkler
A New Offering in 401(k)s That Will Hurt Your Retirement
This year, private company funds made their way into 401(k) plans around the country. While Paul doesn’t think these funds adequately pay for your risk, there…
- The Investor Coaching Show with Paul Winkler
Most People Would Admit It’s Better To Be Happy Than Wealthy. How Do You Do It?
Money is a tool to help you express what is most meaningful to you. People who have a good relationship with money typically have a deep sense of purpose…
- The Investor Coaching Show with Paul Winkler
401(k)s Are Designed for Confusion. Educated Investors See Through the Fog.
Since 401(k)s are full of hidden fees, poorly diversified funds, stock picking, and market timing, how can you make the most of your employer-matched…
- The Investor Coaching Show with Paul Winkler
All I Want for Christmas Is an S&P 500 Rally
Paul and Evan discuss the holiday season and how most investors have a large U.S. rally on their Christmas wish list this year. Listen along to hear the two…
- The Investor Coaching Show with Paul Winkler
Love What You Do and Prepare for the Day You Can’t Do It Anymore
Everyone will eventually reach a point where they can’t or no longer want to work. Paul and Jim discuss U.S. doctors who earn the highest wages in the world…
- The Investor Coaching Show with Paul Winkler
Companies Are Marketing Against the 60/40 Portfolio Because They Mismanage Them
Paul and Jim cover an article and an interview that spreads misinformation about 60/40 portfolios and exposes the industry's problem with them: They never set…
- The Investor Coaching Show with Paul Winkler
You Should Always Take Social Security at Age …
Today, Paul and Jim discuss an article that claims the math proves the optimal age to take Social Security is 70. Listen along as these advisors talk about why…
- The Investor Coaching Show with Paul Winkler
The Reason People Aren’t Becoming Homeowners in 2025
Paul and Jim open the episode by discussing a challenge that often sneaks up on newly retired investors: trusting the process and letting their money work for…
- The Investor Coaching Show with Paul Winkler
Robinhood Has Changed the Culture of Investing for the Next Generation
Getting investors to recognize the limitations of stock picking has always been a problem. Now, it is even more difficult because Robinhood has changed the…
- The Investor Coaching Show with Paul Winkler
America in Decline: Economies Need Populations to Grow
Today, Paul, Evan, and Jim discuss why steady population growth is an important factor in an economy's health and prosperity. The problem is that population…
- The Investor Coaching Show with Paul Winkler
NASCAR Driver Sues Pacific Life for $8.5 Million Over Indexed Universal Life Policy
Paul, Jim, and Evan bring up a lawsuit between NASCAR driver Kyle Busch and Pacific Life. Busch was sold a life insurance policy that would allow him to pull…
- The Investor Coaching Show with Paul Winkler
No Plan and No Purpose: The Fastest Way To Make Someone Else Rich
Evan and Jim join Paul on the show today to talk about how easy it is to start heading in the wrong direction with your finances. The industry is designed to…
- The Investor Coaching Show with Paul Winkler
Propagandist Uses War-Time Strategies on American Consumers
Marketers work hard to manipulate your opinion of health and prosperity largely because of a man named Edward Bernays. Today, Paul shares a video about Edward…
- The Investor Coaching Show with Paul Winkler
Investing and Sports Betting on the Same App. How Did This Happen?
Americans for decades have learned about investing in school through a game that puts gambling at the center of the process. Fast forward a few generations…
- The Investor Coaching Show with Paul Winkler
Learning a Lesson From the '90s About Betting on AI
Each time we seem to be on the brink of a technological paradigm shift, investors flock to bet on the companies that are vying to win the technological race…
- The Investor Coaching Show with Paul Winkler
This Is How To Move From Anxiety to Confidence
Paul shares that people who experience the most stress in life tend to focus more on the outcomes than on the process. Today, Paul talks about why happiness is…
- The Investor Coaching Show with Paul Winkler
What Happens if You Put Tax Benefits Before Everything Else
Who wants to pay more taxes than they should to the government? No one. Today, Evan and Paul talk about taxes and why companies use your desire to pay less in…
- The Investor Coaching Show with Paul Winkler
"Fiduciary" Is a Marketing Buzzword in an Industry Full of Loopholes
Evan shares an ad from a company that features a concerned investor trying to determine if they need a fiduciary for their investments. Paul and Evan break the…
- The Investor Coaching Show with Paul Winkler
Gold, the U.S. Dollar, Real Estate, and Stocks. What Makes Them Worth Anything?
Today, Paul and Evan continue a conversation about what makes gold valuable and why so many investors believe it’s a strong investment. The two advisors then…
- The Investor Coaching Show with Paul Winkler
The FED’s Job Is To Provide a Stable Currency. Are They Doing a Good Job?
Today, Paul and Evan share some commentary on the U.S. Federal Reserve and why its job is to create a stable currency, not a zero inflation economy. Listen…
- The Investor Coaching Show with Paul Winkler
A Legacy of Excellence: Warren Buffett’s Final Stockholder Letter
Warren Buffett is a brilliant business owner with a long history of buying companies and learning how to provide value. This year, he released his final letter…
- The Investor Coaching Show with Paul Winkler
Enjoy Your Holidays. Knock Out This Financial Checklist for the End of 2025
Today, Evan shares a list of important items to consider before the holiday season ramps up and most people scramble to complete their end-of-year financial…
- The Investor Coaching Show with Paul Winkler
Can You Properly Define Capitalism, Socialism, and Democratic Socialism?
Today, Evan shares about the shift that has been happening in younger Americans away from free market capitalism toward more socialist economic policies. Evan…
- The Investor Coaching Show with Paul Winkler
Why Do Investors Fail? Why Can’t They Seem To Get Ahead?
Today, Evan hosts the show and discusses what keeps investors from reaching their goals and why, each year, investor performance reports show that people earn…
- The Investor Coaching Show with Paul Winkler
4 Million Americans Are Living Abroad. Here’s Why.
Paul and Evan get into a discussion about the 4 million Americans who have chosen to live abroad to stretch their dollars and experience a higher quality of…
- The Investor Coaching Show with Paul Winkler
Musk’s Huge Payout Package/When You Need a Counselor and Not a Financial Planner
Paul and Evan hit a variety of topics in this episode, starting with Tesla’s future and Musk’s incentives to stay with the company, and then pivoting to a pet…
- The Investor Coaching Show with Paul Winkler
First-Time Homebuyers: Don’t Be Afraid To Wait and Don’t Be Afraid To Start Small
The average first-time homebuyer is almost 40 now — up almost seven years since 2020. Paul and Evan discuss the challenges of being a first-time homebuyer in…
- The Investor Coaching Show with Paul Winkler
The Industry Wants You To Think They Have Market Experts Choosing the Best Companies
Paul and Evan continue a conversation they had last week about how the promises made by socialist governments are similar to those made by the investing…
- The Investor Coaching Show with Paul Winkler
Progress Comes Through Effort: Socialism vs. Capitalism
Progress comes through effort. Paul and Evan share an interview about how socialism is being marketed to people around the world as a cure for their problems…
- The Investor Coaching Show with Paul Winkler
Private Equity: The Industry's Newest Way to Overcharge for a Bad Product
The industry is looking to pull you into investments that let them charge you more fees to manage your portfolio. Private equity is making headlines this year…
- The Investor Coaching Show with Paul Winkler
A Gold Infomercial That Sounds Like Education, but Is Holding Back
Today, Paul shares an infomercial on gold that goes in-depth into bank runs and presidential executive orders, trying to convince you that gold has always been…
- The Investor Coaching Show with Paul Winkler
Property Fraud: Learn About the Laws and Safeguards With Holly Hemmrich, Register of Deeds
Property fraud affects many property owners who don’t understand their rights or how to safeguard their ownership. Today, Paul invites Holly Hemmrich, Register…
- The Investor Coaching Show with Paul Winkler
Watch Someone Teach an Advisor How To Manipulate Your Emotions
Paul wants you to know that one of the most dangerous things you can do is get into a room with an advisor who knows how to manipulate your emotions and sell…
- The Investor Coaching Show with Paul Winkler
Cap-Weighted Funds Are Very Popular in the Industry. What Are They?
Today, Paul talks about cap-weighted funds, a popular method for trying to represent an area of the market through capitalization. Listen along to hear what…
- The Investor Coaching Show with Paul Winkler
Post-College Debt Is Tough. How Do You Pay It Off?
Many Americans experience a similar experience straight out of college. They have hefty student loans and potentially the lowest pay of their entire careers…
- The Investor Coaching Show with Paul Winkler
Don't Fall for the Marketing. Take a Deeper Look.
Mutual fund companies are professional marketers. Today, Paul talks about how often these companies say all the right things about diversification. Confident…
- The Investor Coaching Show with Paul Winkler
Building Your Confidence in Your Financial Future (Part 2)
Fund companies, media outlets, and even advisors are constantly vying for your attention to sell you products and services. So how do you learn to cut through…
- The Investor Coaching Show with Paul Winkler
Building Your Confidence in Your Financial Future (Part 1)
Fund companies, media outlets, and even advisors are constantly vying for your attention to sell you products and services. So how do you learn to cut through…
- The Investor Coaching Show with Paul Winkler
An Investing Lie the Media Wants You To Believe
When Paul asks most beginner investors, “What is a financial advisor's job supposed to be?” he usually gets a familiar answer that involves understanding how…
- The Investor Coaching Show with Paul Winkler
Are We in an AI Stock Bubble?
There has been a lot of talk about AI and whether or not eager investors have created a bubble in AI stock that could hurt all investors. Today, Paul talks…
- The Investor Coaching Show with Paul Winkler
Jim Kramer Is Selling Books and Selling Investors on Market Timing
Jim Kramer is taking every opportunity to sell young investors on his new book and the idea of “making it big” investing. Listen along as Paul talks about why…
- The Investor Coaching Show with Paul Winkler
Running Out of Money at the Worst Possible Time
The industry likes to push investors into popular and predictable investments with low returns and low diversification. The result of this is a dwindling…
- The Investor Coaching Show with Paul Winkler
Markets Can Be Inefficient, but Not for Long Enough To Do Anything About It
Today, Paul continues a conversation about how markets work and how that guides the investments that should go into your portfolio. Listen along as Paul…
- The Investor Coaching Show with Paul Winkler
Gold Hits New Record High and Emotional Investors Get Sucked In
Paul talks about a new record high gold hit this week and why gold is one of the most emotional investments people get involved in. Listen along as Paul shares…
- The Investor Coaching Show with Paul Winkler
Another New Investing Book That Won’t Get You the Results You Want
Paul finds a segment on CNBC that is pushing a new investment book called “How to Make Money in Any Market.” The host and author seem really into the topic of…
- The Investor Coaching Show with Paul Winkler
The Hidden Costs of Trying To Win Big With Stocks
Today, Paul and Jim talk about a WSJ article that explains how companies are charging 15–20% annual fees to customers who are trying to play the market like a…
- The Investor Coaching Show with Paul Winkler
Popular Trends from 2025 in Financial Planning
Jim brings the results of a survey of financial planners on what they believe is most important for their clients in 2025. The results are absolutely…
- The Investor Coaching Show with Paul Winkler
Send This to Someone Who Trusts Big Firms or Their Job To Get It Right
The financial industry is pretty broken. All the large firms have found ways to provide you with the cheapest and least services possible without taking any…
- The Investor Coaching Show with Paul Winkler
AI Is an Innovation. Here’s Why Companies Love It and What It Could Mean for Your Job
Today, Paul and Evan discuss a common fear among today’s employees: Will AI replace my job? Listen along to hear why so many companies are adopting this…
- The Investor Coaching Show with Paul Winkler
Why Annuity Payouts Get Worse Every Year
Evan and Paul talk about some research Paul put together around an average annuity payout. Initially, the payout looks okay — until you factor in inflation…