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
Demand for Gold Is up Amid Uncertainty. Educated Investors Won’t Take the Bait.
Gold is up 39% this year, largely due to the uncertainty in markets created by Trump's trade policy. The problem is that gold is just a commodity, and its…
- The Investor Coaching Show with Paul Winkler
How To Sell an Annuity in 10 Minutes
Annuities are still one of the most dangerous financial products when it comes to accumulating assets for your retirement years. They are insurance products…
- The Investor Coaching Show with Paul Winkler
Advisors Get Sucked Into Stock Picking Because They Don’t Have This Education
Paul remembers a big push in the ’90s by professors and economists, like Fama and French, to teach advisors why stock picking is hurtful to their clients and…
- The Investor Coaching Show with Paul Winkler
Past Performance Is Driving Your Investing Decisions. You Need Another Option.
Paul talks about how what has happened in the last one, three, or five years heavily affects your investing decisions. Are stocks up this year? Maybe I should…
- The Investor Coaching Show with Paul Winkler
Are You Behind? How Much Is Everyone Else Saving for Retirement?
Paul finds that comparison is a very dangerous game and that people don’t give themselves enough credit for their unique abilities or situation. Today, Paul…
- The Investor Coaching Show with Paul Winkler
Get These Four ETFs and You’ll Be Set for Life
This week, Evan sends Paul a video called “The Only Four ETFs You’ll Ever Need.” Paul explains how marketing campaigns like this draw investors in with…
- The Investor Coaching Show with Paul Winkler
These Investments Were Fads and Failed. What Can We Learn?
Evan shares a list of some of the most famous investment fads and talks about why these fads drove markets and ultimately lost investors a lot of money. Listen…
- The Investor Coaching Show with Paul Winkler
Your True Purpose for Money Will Anchor You When the World Is Chaotic
Today, Evan talks about the 24th anniversary of 9/11 and remembering this week that the news can get very somber without any notice. So, how do you keep…
- The Investor Coaching Show with Paul Winkler
Market Downturns: When Is the Next One Going To Happen?
Today, Paul and Evan talk about how enticing it is for pundits and experts to look at markets and predict when the next downturn will occur. A common trap…
- The Investor Coaching Show with Paul Winkler
Robinhood Rockets Into S&P 500 With Gambling and Other Addictive Practices
Today, Paul and Evan discuss how Robinhood has grown to become one of the largest companies in the United States by gambling on stocks, crypto, and other…
- The Investor Coaching Show with Paul Winkler
Someone Finally Shares How They Were Scammed at a Steak Dinner
Today, Paul shares a video from someone who was courted to a steak dinner, fed incomplete information, and then sold a product they didn’t fully understand. In…
- The Investor Coaching Show with Paul Winkler
This “Educational” Video About Fidelity Funds Gets an F. Watch Out for These.
Paul has an algorithm feed him a seemingly relevant video about choosing the right Fidelity funds to grow his portfolio. The problem is that the algorithm…
- The Investor Coaching Show with Paul Winkler
This Is Why Investing “News” Is Too Slow To Successfully Market Time
Today, Evan brings in an investing “newspaper” that claims to have insider information about tech and cybersecurity companies and is filled with articles…
- The Investor Coaching Show with Paul Winkler
America’s Federal Bank Stays Independent/Social Security Penalty for Early Retirement
Today, Paul and Evan talk about the Federal Reserve remaining neutral amidst Trump's rhetoric around trying to influence the bank and interest rates. The two…
- The Investor Coaching Show with Paul Winkler
Inflation Could Continue Moving Forward. How Do You Keep Up?
Paul talks about a few factors that could keep driving inflation up beyond the most recent round of tariffs. With prices continually moving up, how are regular…
- The Investor Coaching Show with Paul Winkler
Choosing Default Investments Overexposes You to Companies Like Amazon
Today, Paul talks about some of the first choices you have as an investor. Do you invest pre-tax or post-tax, and what funds do you choose? Listen along as…
- The Investor Coaching Show with Paul Winkler
Where Does Gold Fit Into Investing? One of Paul’s Most Asked Questions
Today, Paul tackles one of the most common questions he gets from investors, workshops, classes, and interviews: How much gold should I be invested in? For…
- The Investor Coaching Show with Paul Winkler
Boredom: An Overlooked Ingredient to Financial Success
In this episode, Paul explores an often-overlooked factor in achieving financial success: boredom. He argues that boredom can lead to poor financial decisions…
- The Investor Coaching Show with Paul Winkler
Humans Aren’t Good at Understanding Risk. This Is How That Ruins People’s Financial Futures
Today, Paul and Jim talk about how humans are not good at understanding or managing risk because if the markets are up, if the president you like is in the…
- The Investor Coaching Show with Paul Winkler
Income “Buckets” in Retirement = Sales “Buckets” for Your Advisor
Paul invites Jim from the Goodlettsville office onto the show, and the two get into a conversation about strategies for paying yourself in retirement. Jim…
- The Investor Coaching Show with Paul Winkler
How To Keep Your Legacy From Being a Headache: An Interview With Attorney Parker Brown (Part 2)
Today, Paul invites attorney Parker Brown onto the show to talk about wills, trusts, estate plans, and the probate process. Many people don’t realize that if…
- The Investor Coaching Show with Paul Winkler
How To Keep Your Legacy From Becoming a Headache: An Interview With Attorney Parker Brown
Today, Paul invites attorney Parker Brown onto the show to talk about wills, trusts, estate plans, and the probate process. Many people don’t realize that if…
- The Investor Coaching Show with Paul Winkler
A $40K Annuity With an Income Rider That Pays Out … $90 a Month!
Paul asks Dan to share some of his experience with clients around annuities to help people see what’s actually going on behind the scenes. Dan shares a story…
- The Investor Coaching Show with Paul Winkler
Afraid of Running Out in Retirement? The Solution Is Planning, Not Products
Paul, Evan, and Dan talk about investors who are nearing or in retirement and their biggest concerns. Fewer and fewer people are entering retirement with…
- The Investor Coaching Show with Paul Winkler
Setting Up the Straw Man: A Sales Tactic Investors Fall Into
Paul, Evan, and Dan discuss an advertisement that aims to convince investors that “normal” advisors are wrong about bonds and will run your retirement into the…
- The Investor Coaching Show with Paul Winkler
Why Is Vanguard Trying To Sell Bond Funds to Young Investors? Paul Calls Out This Weird Commercial
Paul brings in a commercial showing trendy young investors working with their flashy advisor, and the secret sauce that is bringing in all the success is ……
- The Investor Coaching Show with Paul Winkler
Your Biggest Fears About Retirement and Why You Don’t Want To Hire a Planner (Part 2)
In this two-part episode, Evan covers the things that worry investors the most about retirement and the top 10 reasons people don’t work with a financial…
- The Investor Coaching Show with Paul Winkler
Your Biggest Fears About Retirement and Why You Don’t Want To Hire a Planner (Part 1)
In this two-part episode, Evan covers the things that worry investors the most about retirement and the top 10 reasons people don’t work with a financial…
- The Investor Coaching Show with Paul Winkler
Just Say “No” to Alternative Investments
Today, Evan shares an article by Jason Zwieg, titled “Wall Street's Big, Bad Idea for Your 401(k),” which highlights how Wall Street is excited to start…
- The Investor Coaching Show with Paul Winkler
How To Invest During a Trump Presidency With Chris Hand
Today, Paul jumps onto Chris Hand’s show on WTN to talk about an executive order signed by President Trump that allows crypto, private equities, and other…
- The Investor Coaching Show with Paul Winkler
Do You Know How the Stock Market Works or Even What It Is?
Most investor misinformation and confusion surround some of the most fundamental concepts about the stock market. What is the stock market? Who sets the…
- The Investor Coaching Show with Paul Winkler
You Walk Into a Bank With a Large Amount To Save and Get Sold a High-Commission Product
Today, Paul talks about two common situations where professionals in the industry call themselves “financial planners” offering “safe and conscientious…
- The Investor Coaching Show with Paul Winkler
Meme Stocks: What Are They and Why Are People Getting Caught Up in Them?
Paul starts off the show sharing that firms and planners can claim to be a fiduciary and then immediately sell you something that states in the fine print, “We…
- The Investor Coaching Show with Paul Winkler
Large U.S. Was Hurting in Q1. Most Money Managers Got It Wrong.
At the beginning of the year, countless money managers and pundits reacted to tariffs, advising investors to shift funds from large U.S. companies into cash…
- The Investor Coaching Show with Paul Winkler
The Market Is Still the Right Place To Be. Anyone Saying Otherwise Is Selling.
Today, Paul talks about some of the most common advertising techniques people use to sell you their high-commission insurance products. All of these sales…
- The Investor Coaching Show with Paul Winkler
Check Your 401(k) Regularly for These Bad Investments
Paul warns all investors of something new coming to pensions and 401(k)s that is not worth the risk. Today, Paul covers a new law allowing private equities to…
- The Investor Coaching Show with Paul Winkler
July 2025: The Economy, Japan Trade Deal, FED Interference, and Inflation
Today, Paul gives an update on inflation, the new trade deal with Japan, and how inflation pushes politicians to try and interfere with the economy through the…
- The Investor Coaching Show with Paul Winkler
Trust Your Gut! Ignore Investing Garbage Like This Phony Ad
If it sounds too good to be true … it’s probably because it’s too good to be true. Today, Paul shares the tactics that advisors and salespeople use to lure…
- The Investor Coaching Show with Paul Winkler
Leaving Your Politics Out of the Investing Process
Today, Paul covers a topic that he’s covered many times on the show, but bears repeating because it is so counterintuitive to most. As the politics in the U.S…
- The Investor Coaching Show with Paul Winkler
What Happens if the Social Security Trust Fund Runs Out?
Today, Paul talks about how the new Big Beautiful Bill Act is causing a lot of people to reevaluate what their retirement will look like, but it hasn’t done…
- The Investor Coaching Show with Paul Winkler
Crypto and Fiat-Based Currencies. What Is Happening Around Stablecoin and the New Crypto Law?
Today, Paul talks about fiat currencies, crypto assets, and how a new law has created a crypto asset that looks more like fiat currency. Listen along as Paul…
- The Investor Coaching Show with Paul Winkler
When Is This Stock Market Bubble Going To Pop?
Today, Paul discusses a question he received from a concerned investor on OpenLine about the influx of cash into markets creating a stock market bubble. The…
- The Investor Coaching Show with Paul Winkler
Private Equity: Is It the Exciting New Investment Coming to Your 401(k)?
The industry is clamoring around a rule change that will allow you to invest in private equity companies all from the comfort of your 401(k). Pundits are…
- The Investor Coaching Show with Paul Winkler
Bipartisan Proposal To “Fix” Social Security Isn’t What It Seems
Today, Paul continues a conversation from earlier in the week, where members of both sides of Congress came together to propose a new approach to securing…
- The Investor Coaching Show with Paul Winkler
Social Security Confusion: How To Use It and How To Fix It
Today, Paul dives into one of the most misunderstood aspects of financial planning: Social Security. Almost no one Paul talks to fully understands how it was…
- The Investor Coaching Show with Paul Winkler
Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 2)
Paul just happened to take the week off at the same time Congress decided to pass one of the largest pieces of tax legislation in recent history. Listen along…