Claim OwnershipInvestor Coaching Show Podcast Podcast – Paul Winkler, Inc
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Financial advisors to help you relax about money
315 Episodes
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Paul and Arlene discuss the media’s portrayal of the outbreak and the statistics vs. the mortality of previous epidemics. The subject switches to investing fundamentals and why to not panic about the markets. Possible fiscal and monetary policies are discussed. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 1/2 recorded on February 29, 2020.
Paul and Ira discuss common mistakes investors make with IRAs. These include waiting until the last minute to contribute, choosing a Roth IRA vs. a traditional IRA, making nondeductible IRA contributions, and RMD strategies. Stay tuned to learn effective ways to manage your IRAs without making these mistakes. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/2 recorded on February 15, 2020.
Paul and Ira cover 15 questions you should ask your financial adviser. Some of these include conflicts of interest, if your adviser invests in the funds they recommends, how often the adviser changes funds, and others. They end the hour discussing upside and downside risk. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 1/2 recorded on February 15, 2020.
Paul and Ira talk about preparing for early retirement and a few necessary steps to be successful. This includes effective investing, the “10% Rule,” and a discussion about long-term care insurance. Health insurance alternatives are also covered. The hour ends with a discussion about investor discipline and the election. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/2 recorded on February 8, 2020.
Paul and Ira discuss the advantages of capitalism over socialism and communism. This includes productivity, tax rates, and healthcare. Then they talk about the Federal Reserve and the stability of the dollar versus how it was under the gold standard. The hour ends with power of attorney and wills and this continues in the second hour. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 1/2 recorded on February 8, 2020.
In the second hour, Paul and Ira discuss the five financial conversations that newly married couples need to have. Such as how they plan on paying bills, what are their long-term goals, or how do they plan to save for retirement? In addition, they speak about various topics regarding social security. What is the enemy of investment success? Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/2 recorded on February 1, 2020.
Paul and Ira Work cover a variety of topics including misleading marketing practices of large fund companies, the importance of a diverse portfolio, and different techniques for measuring risk. What’s the most common investing mistake? Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 1/2 recorded on February 1, 2020.
Paul and Evan begin the hour with changes in education planning from the SECURE Act. Do you think stocks are often overvalued or undervalued? Listen to their discussion about all of the factors that determine stock price. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/2 recorded on January 25, 2020.
Paul and Evan Barnard cover a variety of topics including common regrets of retirees, how investors react to market volatility, how they react to negative news, and how investors change portfolios, now, out of fear. Did you know that qualified domestic relation orders (QDROs) are not only for divorce? Evan covers the SECURE Act and a few other uses for QDROs at the end of this hour. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 1/2 recorded on January 25, 2020.
Chad Henson makes his first radio appearance to discuss his specialty of special needs consulting. They talk about the financial situation in special needs households, government programs available, ABLE accounts, trusts, and 529 plans. Inheritance left to disabled family members is a major topic. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/2 recorded on January 18, 2020.
Paul and Jim cover an article from Humbledollar about 12 investing mistakes to avoid. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 1/2 recorded on January 18, 2020.
As a continuation of spousal inheritance, Paul, Arlene, and Anne cover assisted living, how technology can allow elderly to retain more independence, and whether or not annuities make sense in certain situations. Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 2/2 recorded on January 11, 2020.
According to the U.S. Census Bureau, wives generally outlive their husbands 80% of the time. Many women find themselves unprepared to manage the finances after their husbands passing, not to mention coping with their grief. Financial advisors Anne and Arlene join Paul to discuss how to help women prepare for this. Topics include estate planning, the psychology of a spouse passing away, tax changes, and saving for a 401(k). Stressed about money in any way? Get the recipe for relaxing about money here at www.paulwinkler.com/recipe-relaxing-money. This is hour 1/2 recorded on January 11, 2020.
Paul and Ira have a conversation about retirement planning. They cover 2020 contribution amounts for 401(k), SIMPLE, HSA, and other accounts. Find out if annuities have improved over the years. Listen to find out why fund companies can get away with their practices and Ira’s grocery store analogy.Click on www.paulwinkler.com to learn more about the various ways Paul Winkler, Inc. can help you relax about money.This is hour 3/3 recorded on January 4, 2020.
Is it better to buy or rent a home, car, boat, or motorcycle than to buy it? Are precious metals good investments? What are the historical returns for each market sector and how do they compare to now? Stay tuned for answers to these questions and more!Click on www.paulwinkler.com to learn more about the various ways Paul Winkler, Inc. can help you relax about money.This is hour 2/3 recorded on January 4, 2020.
Paul and Jim Wood cover the fears from early 2019. Investing gimmicks are discussed later including socially responsible investing, life insurance, gold, trading classes, and others. The hour is finished by covering expert predictions of 2019 and if they were accurate in hindsight.Click on www.paulwinkler.com to learn more about the various ways Paul Winkler, Inc. can help you relax about money.This is hour 1/3 recorded on January 4, 2020.
This hour begins with Paul’s reflective goal setting method. This includes psychological methods to help reach your goals. Aggregation software and navigating our website are discussed later.Click on www.paulwinkler.com to earn more about the various ways Paul Winkler, Inc. can help you relax about money.This is hour 3/3 recorded on December 28, 2019.
As a continuation from a recent show, Paul and Arlene cover the tax changes to IRA distributions. The more detailed discussion includes changes to “kiddie tax,” qualified charitable distributions, trusts, inherited IRAs, and required minimum distributions. These important changes could impact your financial plans, so listen!Click on www.paulwinkler.com to earn more about the various ways Paul Winkler, Inc. can help you relax about money.This is hour 2/3 recorded on December 28, 2019.
Paul and Arlene Brown begin the show with artificial intelligence and investment managers. Then they contemplate the effects of AI on an entire society. Is socially responsible investing a good idea? Tune in to find out.Click on www.paulwinkler.com to earn more about the various ways Paul Winkler, Inc. can help you relax about money.This is hour 1/3 recorded on December 28, 2019.
This hour begins with Paul’s discussion about how selling during political uncertainty can be costly. Hedging and inflation risk are covered later. Many short topics and examples are covered.Click on www.paulwinkler.com to learn more about the various ways Paul Winkler, Inc. can help you relax about money.This is hour 3/3 recorded on December 21, 2019.
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