The Investor Coaching Show with Paul Winkler
By The Investor Coaching Show
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Category: Investing
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Episodes: 200
Description
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.
| Episode | Date |
|---|---|
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Try To Avoid These Financial Planning Mistakes
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Jul 15, 2025 |
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One in Four Working Americans Will Need This Insurance Before They Retire
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Jul 14, 2025 |
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Middle East at the Brink of War and Markets Go Up?
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Jul 12, 2025 |
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AI and Financial Firms: Neither Are Looking Out for Your Interests
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Jul 11, 2025 |
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The Big Beautiful Bill is Now Law. How Are You Affected? (Part 2)
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Jul 10, 2025 |
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The Big Beautiful Bill Is Now Law. How Are You Affected? (Part 1)
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Jul 09, 2025 |
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ETFs Are Becoming the New Market Timing Tool
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Jul 08, 2025 |
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The Unused Asset of Young Investors
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Jul 02, 2025 |
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What’s in the Big Beautiful Bill?
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Jun 30, 2025 |
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Kidnapped Over Crypto/Do You Know What an Income Rider Is?
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Jun 27, 2025 |
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Chasing Returns and Headlines: Two-Sided Trap of the Industry
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Jun 26, 2025 |
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Senate Moves To Regulate Stablecoin. Does This Change Paul’s Crypto Position?
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Jun 25, 2025 |
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Tax Changes in 2025: Big Beautiful Bills and Capital Gains Exemptions for Property
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Jun 23, 2025 |
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AI Companion for the Elderly: Is There Something off Here?
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Jun 20, 2025 |
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Watch This Stock “Expert” Flip on Tesla Stock in Almost One Week
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Jun 19, 2025 |
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Market Update June 2025: When Should You Get Worried?
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Jun 18, 2025 |
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Watch Out for “The Rules Won’t Apply Anymore” Marketing Strategies
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Jun 16, 2025 |
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Will AI Take Fund Managers’ Jobs and Ruin Market Efficiency?
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Jun 13, 2025 |
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Stock Pickers Scramble As Musk and Trump Part Ways; AI Is Coming for Ph.D.-Level Jobs
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Jun 12, 2025 |
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After 40 Years, Japan Can’t Keep Buying Our Debt. Are We All in Trouble?
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Jun 11, 2025 |
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2025 Social Security Webinar
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Jun 02, 2025 |
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Cost of Living vs. Quality of Life: Isn’t It Worse Now?
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May 30, 2025 |
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Wealthy Investors Can Afford To Take Risks and Lose Big
|
May 29, 2025 |
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Interest Rates Change. Confident Investors Don’t Overreact.
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May 28, 2025 |
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60/40 Portfolios: A Historically Good Income Solution for Diversified Investors
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May 26, 2025 |
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The Problem With the Invest America Act No One Is Talking About
|
May 23, 2025 |
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New to Investing? Take These Steps First
|
May 22, 2025 |
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A Strong Voice for Market Efficiency Diagnosed With Terminal Lung Cancer
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May 21, 2025 |
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Innovation Fuels Change — Tariffs Provide a Global Trade Mix-Up
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May 19, 2025 |
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Trump Hypes Up Tax Bill and Encourages People to Get in the Market
|
May 16, 2025 |
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Is it 6%, 7%, 10%, or 12%? A Lesson in Returns
|
May 15, 2025 |
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Your Financial Plan Needs a Professional, Not a Google Search
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May 14, 2025 |
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Don’t Take the Bait on a “Tax-Free” Retirement
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May 12, 2025 |
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Most Investors Want Something That Doesn’t Exist
|
May 09, 2025 |
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What Can You Learn From 100 Years of Data on Market Crashes?
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May 08, 2025 |
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Social Security Looks Bad; Gold Looks Good
|
May 07, 2025 |
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You Wouldn’t Buy a Car Without Doing Some Research. So Don’t Do This.
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May 05, 2025 |
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With the Right Advisor, You Get a Chance To Think Through Your Own Decisions
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May 02, 2025 |
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What Does an Advisor Do and How Do You Pick One?
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May 01, 2025 |
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Are Tariffs Ruining the Market for Investors?
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Apr 30, 2025 |
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The Market Is Self-Correcting: Tariffs, Interest Rates, and Government Spending
|
Apr 28, 2025 |
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Significant Income Tax Rates Changes Could Be Coming Soon
|
Apr 25, 2025 |
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Here Are the Tools We Use To Help You Relax About Money
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Apr 24, 2025 |
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You Don’t Want To Find These 3 Phrases in Your Advisor’s ADV
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Apr 23, 2025 |
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How To Take an Income in Retirement
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Apr 21, 2025 |
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Investing in Stocks Is Still a Good Idea in 2025
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Apr 18, 2025 |
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Dan Hill Joins To Talk About Investors’ Number One Fear and Murfreesboro Town Halls
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Apr 17, 2025 |
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Reacting to the Tariffs: A Classic Lesson in Letting Emotions Drive Your Decisions
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Apr 16, 2025 |
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Managing Taxes in Retirement Is Not Simple
|
Apr 14, 2025 |
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Are You Tracking Your Goals and Meeting Milestones for Your Finances?
|
Apr 11, 2025 |
|
Downside Market Volatility With Dan Hill
|
Apr 10, 2025 |
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April 2025: Tariffs and Overreacting to a Market Downturn
|
Apr 09, 2025 |
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A Look at the Congressional Budget Office
|
Apr 07, 2025 |
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The Market Timing Epidemic Has Taken Over the Industry
|
Apr 04, 2025 |
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International Is Looking Better Than U.S.: Why Confident Investors Are Unfazed
|
Apr 03, 2025 |
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Finding Out How Much Money You’ll Have in Retirement
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Apr 02, 2025 |
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Inheriting Money Is Not a Financial Plan
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Mar 31, 2025 |
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The Not-So-Magnificent 7: A Lesson in Diversification
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Mar 28, 2025 |
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Here’s Why AI Won’t Be the Investment That Some Hoped
|
Mar 27, 2025 |
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Market Update March 2025: Politics, Markets, and Professional Speculators
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Mar 26, 2025 |
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The Unique Challenges of Growing Old Together
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Mar 18, 2025 |
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A Culture Shift Toward Gambling
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Mar 17, 2025 |
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Evidence-Based Investing
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Mar 14, 2025 |
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U.S. Stock Markets Disrupted. Undiversified Investors Hurt the Worst.
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Mar 13, 2025 |
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Robinhood: The Technology Company That Sells Investments
|
Mar 10, 2025 |
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Paul’s Takeaway From the Trump-Zelensky Meeting
|
Mar 07, 2025 |
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Is Your Investment Paradise Headed for Disaster?
|
Mar 06, 2025 |
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One Idea That’s Making You Stressed About Money
|
Mar 05, 2025 |
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A Part of Everything You Earn Should Be Yours To Keep
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Mar 03, 2025 |
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CDs and Annuities Are Not Safe Investments
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Feb 28, 2025 |
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Spending Time on Things That Matter With Business Coach Charles Alexander
|
Feb 27, 2025 |
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Taking the “Busy” out of Business With Business Coach Charles Alexander
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Feb 26, 2025 |
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Don’t Fall for Annuities When Markets Are Down
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Feb 24, 2025 |
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Crypto Is Making the Trading Companies Rich and Investors Poor
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Feb 21, 2025 |
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24-Hour Trading Access: A Gimmick, Not a Feature
|
Feb 20, 2025 |
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The Trump Administration's Impact on the U.S. Economy
|
Feb 19, 2025 |
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Last Quarter’s Unemployment Numbers: What Do They Mean?
|
Feb 17, 2025 |
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Seeing the Other Side of Indexed Annuity Sales Tactics
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Feb 14, 2025 |
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Hedge Fund Managers Betting Against Stocks Because of Crypto
|
Feb 13, 2025 |
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What are Tariffs? An Interview With Matt Murphy on 99.7 WTN
|
Feb 12, 2025 |
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If Investing Came With a Manual, This Would Be on the First Page
|
Feb 12, 2025 |
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What Are Tariffs? An Interview With Matt Murphy on 99.7 WTN
|
Feb 11, 2025 |
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DeepSeek and New Tariffs: Are Markets in Trouble?
|
Feb 10, 2025 |
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Market Update: February 2025
|
Feb 07, 2025 |
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Large Investment Firms Are Trying To Bribe Independent Financial Voices
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Feb 06, 2025 |
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Comparing Your Investments With Your Friends’
|
Feb 05, 2025 |
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Pension Management Has Deteriorated in Recent Years
|
Feb 03, 2025 |
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Regulations Can Be Expensive and Ineffective
|
Jan 31, 2025 |
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Tax-Free Retirement: A Hot Topic in Planning Right Now
|
Jan 30, 2025 |
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This Show Wouldn’t Exist if the Industry Would Just Stop Doing This to Investors
|
Jan 29, 2025 |
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These Companies Were Up During the Biden Administration. What Does It Prove?
|
Jan 27, 2025 |
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“Hurry! Change Everything. Tax Laws Changing in 2025”
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Jan 24, 2025 |
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These Aren’t Even Bonuses. They Make You Pay for Them.
|
Jan 23, 2025 |
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Even When American Earnings Are Higher, Don’t Pass on International Companies
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Jan 22, 2025 |
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What Do You Guys Actually Do? Paul Answers FAQs About Paul Winkler Inc.
|
Jan 20, 2025 |
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No One Enjoys Paying Taxes, but Don’t Fall for the “Tax-Free” Retirement
|
Jan 17, 2025 |
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“Top Stock Funds of 2024.” Walk Away and Don’t Take the Bait.
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Jan 16, 2025 |
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$50 Billion in Wildfire Damages. How Much Is Covered By Insurance?
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Jan 15, 2025 |
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Your New Year’s Financial Checklist
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Jan 13, 2025 |
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Do You Know What Kind of IRA and Which Investments Are the Right Fit for You?
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Jan 10, 2025 |
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UBS Global Wealth Manager Wrong About 2024: How Much Did It Cost Investors?
|
Jan 09, 2025 |
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Our Promise to You in 2025
|
Jan 08, 2025 |
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CNBC Asks Investors What They Think Is Going To Happen in 2025. The Results Are Not Surprising.
|
Jan 07, 2025 |
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Young Homebuyers: You Can Rent a House or You Can Rent the Money
|
Jan 07, 2025 |
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“If the Market Doesn’t Rally in the Next Four Days…”
|
Jan 04, 2025 |
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None of This Counts As Comprehensive Financial Planning
|
Jan 02, 2025 |
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What Happens When You Overcommit to Low-Fees
|
Dec 31, 2024 |
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Let’s Look at the Different Types of Things We Can Invest In
|
Dec 30, 2024 |
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Are Expenses Making Your Portfolio Fat and Sluggish? That’s What the Industry Wants You To Think
|
Dec 27, 2024 |
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The Most Common Questions About Taking an Income
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Dec 26, 2024 |
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End of Year Financial Planning: Tips and Traps
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Dec 23, 2024 |
|
Country’s Economic Outlook Heavily Influenced by Politics
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Dec 20, 2024 |
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Are Your IRA Beneficiaries Up to Date?
|
Dec 19, 2024 |
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Paying for Planning vs. Paying for Products: How To Navigate a Sales Industry
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Dec 18, 2024 |
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Medicare Advantage Plans: Are They Worth It?
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Dec 17, 2024 |
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Billions of Dollars Flow Into a Flashy Factor-Based Product
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Dec 16, 2024 |
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High on Bitcoin? Trump Seems To Care More About the Dollar Than Crypto
|
Dec 13, 2024 |
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Sports Gambling vs. Stock-Picking: A Double Standard Hurting American Retirements
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Dec 12, 2024 |
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Talking About Money: Advice From a Financial Therapist
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Dec 09, 2024 |
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What Is the 4% Rule? Does It Work?
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Dec 06, 2024 |
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The Top 1% Provide 40.4% of Income Taxes in the US
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Dec 05, 2024 |
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Inheriting an IRA Is More Complicated Now Than It's Ever Been
|
Dec 04, 2024 |
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Why Can an Ex-Spouse Take Social Security Benefits from a Previous Marriage?
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Dec 02, 2024 |
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2024 Social Security Crash Course
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Nov 29, 2024 |
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Almost $800,000 of Retirement Funds Are in Limbo. What Do I Do?
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Nov 28, 2024 |
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Understanding Your 401(k) Options for 2025
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Nov 27, 2024 |
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Bitcoin and a Trump Presidency: Is It Really Going To Be That Much Better?
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Nov 25, 2024 |
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Market Volatility or Inflation: Which Is More Dangerous for Retired Investors?
|
Nov 22, 2024 |
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The Paul-Tyson Fight: How the Investing Industry Looks Too Much Like Sports Betting
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Nov 21, 2024 |
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“Just Do These 5 things”: A Product Pitch Disguised as an Educational Article
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Nov 20, 2024 |
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This Company Flat Out Lied About What Was in Their Investments
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Nov 18, 2024 |
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Fake Credibility in 2024: It’s Everywhere. Don’t Fall for It
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Nov 15, 2024 |
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Watch Out for the Post-Election Spin From Media
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Nov 14, 2024 |
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2024 Election Debrief: How Did This Happen and What Does It Mean for Markets?
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Nov 13, 2024 |
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IRS Eyeing Retirement Account Contribution Changes
|
Nov 12, 2024 |
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The Psychology of Investing: Educated Investors Have To Stick Together
|
Nov 11, 2024 |
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Investing in Private Credit (and Other Crazy Products Your Advisor Might Be Pitching to You)
|
Nov 08, 2024 |
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2024 End-of-Year Tax Strategies That Could Get You in Trouble
|
Nov 07, 2024 |
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The Market Has No Memory
|
Nov 06, 2024 |
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Feeling Like You Need To Make an Election-Related Market Move? Answer These Questions First
|
Nov 04, 2024 |
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The Industry Builds Funds for Consumers Not for Investors
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Nov 01, 2024 |
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This Concept Explains Why You Can’t Look at 5 or 10 Year Track Records
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Oct 31, 2024 |
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Mixing Money and Politics: Market Timing During an Election Season
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Oct 30, 2024 |
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We Could Learn This Lesson About Business Success From Amish Communities
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Oct 29, 2024 |
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Paul Shares Sales Pitches for Advisors From His Email Inbox
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Oct 28, 2024 |
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How Do You Protect Yourself From Criminals Like Bernie Madoff?
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Oct 25, 2024 |
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A Quick Guide to Buying Auto Insurance in 2024
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Oct 24, 2024 |
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You Don’t Have To Be Able To Predict the Future To Be a Successful Investor
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Oct 23, 2024 |
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Roth Conversions Are Tricky. Did This Financial Columnist Get It Right?
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Oct 22, 2024 |
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Government Announces 2.5% Increase to Social Security Benefits in 2025. Is It Enough?
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Oct 21, 2024 |
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What Happens When You Inherit a Non-Qualified Annuity?
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Oct 18, 2024 |
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What To Do When Your Employer Offers Company Stock as a Benefit
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Oct 17, 2024 |
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What To Do When Your Employer Updates Your 401(k)
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Oct 16, 2024 |
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What Actually Matters the Most: A Lesson on Asset Allocation
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Oct 14, 2024 |
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Forget the “Tax-Free” Retirement and Do This Instead
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Oct 11, 2024 |
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The Proof is in the Portfolio: Analyzing Portfolios with Classic Mistakes (Part 2)
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Oct 10, 2024 |
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The Proof is in the Portfolio: Analyzing Portfolios with Classic Mistakes (Part 1)
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Oct 09, 2024 |
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Healthcare Workers Aren’t Confident About Retirement. How Do We Get Confidence?
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Oct 07, 2024 |
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What Do 5-Star Broker Ratings Mean? It’s Not What You Think.
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Oct 04, 2024 |
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The Biggest Challenge Facing Investors Right Now
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Oct 03, 2024 |
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Are They Really on Your Side? The Fine Print on Nationwide's New Heights FIA Products
|
Oct 02, 2024 |
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Paul Asks AI: “Why Can’t People Stand Working With Financial Advisors?”
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Sep 30, 2024 |
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Did You Take Econ or a Personal Finance Class in High School or College?
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Sep 27, 2024 |
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What Do I Do With My 401(k) During a Job Change?
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Sep 26, 2024 |
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The FED Drops Interest Rates by 0.5% | Annuities and the Rise of Healthcare Costs
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Sep 25, 2024 |
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Overcoming the Fear That Keeps People From Investing in the Market
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Sep 23, 2024 |
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The Moment Paul Realized He Wasn’t Following the Industry (Part 2)
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Sep 20, 2024 |
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The Moment Paul Realized He Wasn’t Following the Industry
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Sep 19, 2024 |
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Your Work Retirement Plan Isn't Enough. You Need To Know Why.
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Sep 18, 2024 |
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The Bucket Strategy: A Flawed Approach to Taking an Income in Retirement
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Sep 16, 2024 |
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Research Shows Why Investors Fail and What You Can Do About It
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Sep 13, 2024 |
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A Crash Course on Taxes and Harris’ Capital Gains Tax Proposal (Part 2)
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Sep 12, 2024 |
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A Crash Course on Taxes and Harris’ Capital Gains Tax Proposal (Part 1)
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Sep 11, 2024 |
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Roth IRAs vs. Traditional IRAs: What Are Marginal Tax Rates?
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Sep 10, 2024 |
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How to Lock the Front Door of Your Identity During Data Breaches
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Sep 09, 2024 |
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Don’t Wait Around for the Government To Help You. You Can Help Yourself.
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Sep 06, 2024 |
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The Odds Are Stacked Against Both Advisors and Investors
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Sep 05, 2024 |
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BankRate Survey Confirms a Common Misconception About Real Estate
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Sep 03, 2024 |
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When You Diversify Your Investments, You Diversify Your Income Options
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Sep 02, 2024 |
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Is a Large Capital Gains Tax Coming for Your Investments?
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Aug 30, 2024 |
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The Advisor Promised a 10-year Double Guarantee!?
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Aug 29, 2024 |
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This Is the Most Common Mistake Investors Are Making in 2024
|
Aug 28, 2024 |
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A Quick Buyer’s Guide to Long-Term Insurance
|
Aug 26, 2024 |
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Understanding a Style Box Will Make You a Better Investor
|
Aug 23, 2024 |
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It Doesn’t Matter How Many Records Gold Breaks. It Can’t Beat Stock Returns.
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Aug 22, 2024 |
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Here's What Yield Curves Are and What They Do
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Aug 21, 2024 |
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Being an Educated Investor Is Kind of Boring
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Aug 20, 2024 |
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Mark Your Calendars October 11th: A Client Appreciation Workshop with Mark Matson
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Aug 19, 2024 |
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3 Industry Practices that Take Away from Your True Purpose for Money with Mark Matson
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Aug 16, 2024 |
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Life, Faith, and the American Dream: An Interview with Mark Matson (Part 2)
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Aug 15, 2024 |
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Life, Faith, and the American Dream: An Interview with Mark Matson (Part 1)
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Aug 14, 2024 |
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Have You Looked in Your Target Date Fund? Commodities, Real Estate Holdings, and More
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Aug 13, 2024 |
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Dividend Paying Stocks: Most Strategies Are an Excuse for Market Timing
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Aug 12, 2024 |
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Vanguard Owns Too Much Share in Companies. May Be Forced to Sell.
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Aug 09, 2024 |
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Should I Borrow From My 401(k) to Avoid High Interest Rates on a Mortgage?
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Aug 08, 2024 |
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No One Offers You a Bonus for Free. There’s Always Something in It for Them.
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Aug 07, 2024 |
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State of the Market 8/5/2024 With Matt Murphy
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Aug 06, 2024 |
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Rekenthaler’s 3 Investment “Truths” We All Need to Unlearn
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Aug 05, 2024 |
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Trump Promotes Crypto and the Olympics Promote Free Markets
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Aug 02, 2024 |
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Top Headlines Can Be Confusing for Investors, But We Can Learn from Them
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Aug 01, 2024 |