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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 selling alternative investments to average investors. Listen along as Evan explains why you should always be cautious when a company that sells you something is excited that the rules have relaxed, and why you should just say “no” to alternative investments. Later in the episode, Evan explains why millennials have more wealth than they’ve ever had, but are more worried about money.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.


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 alternative assets to be added to your 401(k) plan by your employer. Historically, 401(k) plans have often offered funds that lack diversification and employ market timing, which adds a whole new level of risk. Listen along as Paul and Chris talk about how to invest during a Trump presidency.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.


Most investor misinformation and confusion surround some of the most fundamental concepts about the stock market. What is the stock market? Who sets the prices? Why has it been seen as the greatest wealth-building tool in the history of the world? Today, Evan addresses these topics by explaining how the stock market is a network of markets that are all driven by individual companies trying to make profitable businesses and explains some of the ins and outs of how it works and how it can be studied. Later in the episode, Evan acknowledges some skepticism forming around economic data after President Trump fired Erika McEntarfer, the Commissioner of the Bureau of Labor Statistics.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.


Today, Paul talks about two common situations where professionals in the industry call themselves “financial planners” offering “safe and conscientious options” for people trying to save, but it turns out that they don’t have any official education and are selling high-commission products. Listen along as Paul explains what is wrong with the training and education in the industry and how the products with the highest commissions just happen to be the ones financial planners think are in your best interest.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.


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 are not acting as a fiduciary during this sale.” Paul then segues to a topic that sucks many investors into gambling and speculation: meme stocks and penny stocks. Listen along to hear what meme stocks are, why the financial media loves to talk about them, and the few success stories.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.


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 and other “safer” investments. This is just market timing, and most investors don’t realize that the firm they are investing in is doing this without their permission. Paul covers why you need to read the disclosures of your managers, because if not, you will get sucked into market timing and your portfolio will underperform the benchmark. Later in the episode, Paul shares a MarketWatch article about FED rates and homeownership.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.

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 pitches are deceptive and can be easily debunked with basic knowledge about how stocks generate earnings and what happens to stocks during periods of uncertainty and inflation. Listen along as Paul breaks down why it’s important to slow down and remember the basic principles of investing and the difference between real financial education and an elaborate sales pitch. Later in the episode, Paul shares an article that shows how many Americans actually have $1 million for retirement and what’s holding people back.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at winkler.boro.webservice.team/relax and take the stress out of planning your retirement.


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 be put into funds in your retirement accounts. These investments raise the risk level of your retirement without any requirements for the companies to report earnings. Paul wants investors to double-check that they are avoiding products with these bad investments in the work programs.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now and take the stress out of planning your retirement.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


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 FED. Listen along to hear what is going on in the economy this month and gain some insight into the difference between what’s news and what’s sensationalism in the U.S. economy.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now and take the stress out of planning your retirement.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


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 people into obviously bad products. Listen along to hear Paul out some of these advertisements and the one-star reviews that come from the people who were tricked by these kinds of traps.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

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