Shows / Podcast Podcast – Paul Winkler, Inc
Episodes
- Podcast Podcast – Paul Winkler, Inc
Your Advisor Might Not Understand the Annuities They’re Selling
Paul knows firsthand that many advisors are taught more on how to sell products than to understand them. This poses a huge risk to investors who need to trust…
- Podcast Podcast – Paul Winkler, Inc
The Hidden Risks of Income Investing
Rental income, dividend-paying stocks, and high-yield bonds are often sold as reliable ways to generate income. Today, Paul shares a conversation with an…
- Podcast Podcast – Paul Winkler, Inc
Wall Street Asks For Your Trust, Have They Earned It?
Paul believes the investment industry is partly to blame for why so many people distrust investing and struggle to save. Today, he looks at two examples…
- Podcast Podcast – Paul Winkler, Inc
Most Retirees Are Worried About Inflation. What Can You Do About It?
Is it possible to relax about money when you have to worry about inflation chipping away at your spending power? Today Paul and Evan dive into a survey that…
- Podcast Podcast – Paul Winkler, Inc
What This Investor Learned From His Fee-Only Fiduciary Advisor
A Wall Street Journal editor hired a fee-only financial advisory and wrote about the lessons he learned along the way. Listen along as Paul and Evan walk…
- Podcast Podcast – Paul Winkler, Inc
The 30-year Mortgage Rate in the US is over 7%. What Does it Look Like Around the World?
30-year mortgage interest rates keep creeping up, and the housing market is starting to slow as houses stay on the market. Today, Paul and Evan talk about the…
- Podcast Podcast – Paul Winkler, Inc
This Question Changes How You Think And Feel About Money
  If you only had five dollars left to your name, could you still live out your true purpose for money? This week, Evan shares with Paul about his…
- Podcast Podcast – Paul Winkler, Inc
This Annuity Claims To Be “Built for the Future”
Annuity companies like to claim that their products are a perfect fit for people who are worried about taking a steady income in retirement. The problem they…
- Podcast Podcast – Paul Winkler, Inc
These Investment Hacks Miss the Most Important Point
Today, Paul and Jim talk about some of the most common investment hacks that distract you from what really matters and make it easier to sell you products…
- Podcast Podcast – Paul Winkler, Inc
This Common Marketing Pitch Trips Up Too Many Investors
Many investors believe investing means choosing the right management company and letting industry experts build funds that contain the investments of the…
- Podcast Podcast – Paul Winkler, Inc
Investment Shortcuts Are Appealing. Here’s What Investors Should Consider.
Today, Paul and Jim discuss the purpose of “The Investor Coaching Show” and why some fund companies have realized they’ll make more money and have “happier”…
- Podcast Podcast – Paul Winkler, Inc
Turnover Ratio Is a Hidden Measure for Market Timing
The turnover ratio in your portfolio is there to show you how much the holdings have changed over the last year. Today, Paul talks about market timing and why…
- Podcast Podcast – Paul Winkler, Inc
Who Sets Interest Rates? The FED or Markets?
Paul shares that while most people believe that the FED sets interest rates and the markets follow, it’s actually the other way around. Listen along as the…
- Podcast Podcast – Paul Winkler, Inc
Vanguard Buys Ad To Sell Bond Funds With 2% Returns to Young Investors
Paul spends some time every week watching the financial news so that you don’t have to. Today, Paul shares an ad about Vanguard bond funds that, on the…
- Podcast Podcast – Paul Winkler, Inc
Trump Accounts: Are They Better Now Than They Were?
When Trump Accounts were first introduced, they had two main problems: The tax treatment was similar to a non-qualified account, and they invested only in…
- Podcast Podcast – Paul Winkler, Inc
Can TIPS Protect Your Nest Egg From Inflation?
Protecting your money from inflation matters, but putting your money in Treasury Inflation-Protected Securities (TIPS) is rarely the solution. Today, Paul…
- Podcast Podcast – Paul Winkler, Inc
Dr. Phil’s Gold Ad Is a Masterclass on Marketing and Misinformation
Confident investors need to be careful when a company uses trusted celebrities to create fear and sell you the solution. Today, Paul, Evan, and Jim break down…
- Podcast Podcast – Paul Winkler, Inc
Make Investing Complicated, Then Sell Products
What are financial advisors actually taught when they first enter the industry? Today, Paul, Evan, and Jim reflect on 25 years of “The Investor Coaching Show”…
- Podcast Podcast – Paul Winkler, Inc
Funds That Market Themselves Based on Christian Values. What’s the Problem Here?
Christians want to be good stewards of their resources and make wise investing decisions. But Paul, Evan, and Jim point out three foundational problems with…
- Podcast Podcast – Paul Winkler, Inc
A $5B Dollar Gambling Loophole: Kalshi vs. Sportsbooks
There are only four states in the U.S. where 18-year-olds are allowed to bet in sportsbooks. Predictive markets have quickly stepped in to fill the gap for…
- Podcast Podcast – Paul Winkler, Inc
The 25th Anniversary of 9/11: Remembering American Resilience
Today, Evan remembers the 25th anniversary of the attacks on 9/11, the week the stock market closed, and how this tragedy shows the true resilience of the…
- Podcast Podcast – Paul Winkler, Inc
The Biggest Obstacles Between You and a Financial Plan
The truth is, starting the financial planning process can feel overwhelming or discouraging, and millions of Americans don’t have a financial plan at all…
- Podcast Podcast – Paul Winkler, Inc
Why Do Markets Usually Go Up Right After an Interest Rate Hike?
How do you explain why the market doesn’t seem to follow the news or interest rate hikes? Today, Evan explains the somewhat backward nature of interest rate…
- Podcast Podcast – Paul Winkler, Inc
An American Icon: Dolly Parton’s Contribution to the American Dream
Today, Paul and Evan remember Dolly Parton after her passing last week from a brief struggle with cancer. Listen along as the two talk about how her rise from…
- Podcast Podcast – Paul Winkler, Inc
Are You Afraid You Won’t Be Able To Keep Up With Inflation?
Prices are rising, and more people are wondering how long they can keep up. Today, Paul talks about a conversation with an investor who is genuinely concerned…
- Podcast Podcast – Paul Winkler, Inc
Hedge Fund Managers Are Now Allowed To Bet in “Prediction Markets” for Clients
The investment industry has always struggled with blurring the line between investing and speculation. Paul talks about the rise of prediction markets —…
- Podcast Podcast – Paul Winkler, Inc
These 401(k) Hacks Could Be Costing You Retirement Opportunities
A lot of questionable advice about 401(k)s has been making the rounds lately, and Paul and Evan break down where some of it goes wrong. They explain how your…
- Podcast Podcast – Paul Winkler, Inc
Have You Heard of Tax Diversification? 401(k), Roth, or Non-Qualified
Today, Paul brings an article warning investors not to get stuck with a 401(k) that’s “too big” without a tax plan. Paul rebuts the claim that most people…
- Podcast Podcast – Paul Winkler, Inc
AI and the Recent Market Rally: Why Technology Continues To Surprise
We don’t know when a company will come out with a piece of technology that will change the whole business landscape. Today, Paul talks about how technological…
- Podcast Podcast – Paul Winkler, Inc
Market Update, August 2026: Bond Sell-Offs, Interest Rates, and Inflation
Paul gives an update on markets in the third quarter of 2026 and explains why this month has been marked by bond sell-offs that have affected interest rates…
- Podcast Podcast – Paul Winkler, Inc
You’re Saving in Your 401(k) — But What Are You Actually Investing In?
Today, Paul shares a common trap most investors face when investing at work: not doing the initial legwork, trusting your employer to offer good 401(k)…
- Podcast Podcast – Paul Winkler, Inc
Can Governments Fix Their Problems by Taxing the Wealthy?
It seems that more and more politicians are starting to believe that governments don’t have enough resources because they don’t make wealthy people pay their…
- Podcast Podcast – Paul Winkler, Inc
Warning: AI Recommends What It Learns From Industry Marketing Materials
At a staff meeting this week, an advisor shared that a client used AI to find a fund with optimal diversification. The problem is that AI trains on the…
- Podcast Podcast – Paul Winkler, Inc
You Can’t Trust the Industry To Get You Properly Diversified
Today, Paul shares two practical examples that highlight the same problem: The industry is set up to sell and provide education, diversification, and the best…
- Podcast Podcast – Paul Winkler, Inc
Simple Hacks To Take Control of Your Finances
Regardless of your stage of life, there are always a few good reasons not to save for retirement. Paul wants you to know that, for most people, the status…
- Podcast Podcast – Paul Winkler, Inc
Former Treasury Secretary Talks About Economic Worries
Many Americans fear that America’s economy may be surpassed by China’s and that China’s use of AI may affect the future of the world’s job market and…
- Podcast Podcast – Paul Winkler, Inc
A Battery Breakthrough That Could Change More Than Technology
What if the next generation of batteries didn’t need rare earth minerals? Today, Paul shares an article about new battery technology that uses common materials…
- Podcast Podcast – Paul Winkler, Inc
This Explains Why We Don’t Recommend Real Estate As an Investment
Choosing whether or not to buy your primary residence is different from considering real estate as an investment. Today, Paul shares a commercial that says…
- Podcast Podcast – Paul Winkler, Inc
Why You Won’t Ever See a Market Forecast From Paul Winkler, Inc.
      Large investment companies lead with the claim that they are fiduciaries and that they align their interests with yours, but then they…
- Podcast Podcast – Paul Winkler, Inc
Ask These Questions, and You’ll Unlock the Key to Confident Investing (Part 2)
If you don’t know what questions to ask, you’ll never discover what it means to be a confident investor who can truly relax about money. Over the years, Paul…
- Podcast Podcast – Paul Winkler, Inc
Ask These Questions, and You’ll Unlock the Key to Confident Investing (Part 1)
If you don’t know what questions to ask, you’ll never discover what it means to be a confident investor who can truly relax about money. Over the years, Paul…
- Podcast Podcast – Paul Winkler, Inc
“How Do Fund Companies Hide Their Poor Performers?”
Many investors get pulled into a portfolio or fund that has performed well, only to find that they don’t ever enjoy the returns that were described. Today…
- Podcast Podcast – Paul Winkler, Inc
25 Years of Teaching Investors To Ignore the Sales Pitch
    Paul looks back at how “The Investor Coaching Show” began 25 years ago and the people, relationships, and lessons that helped shape its mission…
- Podcast Podcast – Paul Winkler, Inc
Risk in Investing Is Different Than Most Investors Think
Today, Evan looks at a few more questions confident investors should be able to answer: What is risk tolerance, and how much personal risk should you take in…
- Podcast Podcast – Paul Winkler, Inc
Is a Section 351 Exchange a Tax Loophole — or a Legitimate Planning Tool?
More investors are starting to ask about Section 351 exchanges, a little-known part of the tax code that can allow someone to move appreciated stocks into an…
- Podcast Podcast – Paul Winkler, Inc
If You Can Answer These Basic Market Questions, You’re Ahead of Most Investors
What is the stock market, how do investors get paid, and how should you choose which investments to own? Evan shares several questions from a list of 20 that…
- Podcast Podcast – Paul Winkler, Inc
AI Financial Planning – User Beware
Will AI eventually replace human financial advisors? Evan shares how a client recently used ChatGPT to learn about their financial plan and prepare for a more…
- Podcast Podcast – Paul Winkler, Inc
Stop Waiting To Build the Future You Want
Whether retirement is 10 years away and you are disappointed by how little you have saved, or 30 years away and you are skeptical of the entire system, it is…
- Podcast Podcast – Paul Winkler, Inc
Private Equity: Low Returns. No Liquidity. Still Being Hyped.
In this episode, Paul breaks down an interview that promotes private equity while also admitting that individual investors may be better off avoiding it. With…
- Podcast Podcast – Paul Winkler, Inc
Private Equity Is the Latest Distraction Keeping Investors From Market Returns
Private equity is the product being pushed right now. Investors are constantly told that the next strategy, product, or private-market opportunity could…
- Podcast Podcast – Paul Winkler, Inc
Could the Federal Deficit Hurt the Stock Market?
For decades, financial pundits and economists have warned that a large U.S. budget deficit could hurt the market and cause pain for investors. Today, Paul…
- Podcast Podcast – Paul Winkler, Inc
Confident Investors Know How To Spot Bad Financial Information
One of the strongest skills confident investors develop is learning how to recognize information that is incomplete, misleading, or designed to sell something…
- Podcast Podcast – Paul Winkler, Inc
Trump Account vs. 529. What Do You Pick When Investing for Children?
On July 4, Trump Accounts were signed into law and are now available as an option to invest in your kid’s future. Many investors are curious about the $1,000…
- Podcast Podcast – Paul Winkler, Inc
Index Funds Bought SpaceX. So Why Didn’t the Stock Go Up?
Many investors expected SpaceX’s addition to major indexes to create a surge in demand and push its stock price higher. Instead, the price fell. So what did…
- Podcast Podcast – Paul Winkler, Inc
Fidelity Predicts Low Large U.S. Returns — so Why Is So Much Client Money Still There?
Fidelity is forecasting relatively weak returns for large U.S. stocks over the next 10 years. Yet, much of the money it manages remains heavily invested in…