Client Resources

Schedule a Call

Subscribe to Our Podcast:

(How to Subscribe)

Apple
YouTube
The Investor Coaching Show Cover

Subscribe to Our Podcast:

(How to Subscribe)

Apple
YouTube

Get Podcasts Sent to Your Inbox

Ask The Investor Coach

Submit a question to be answered on The Investor Coaching Show

Note: Depending on the volume and types of questions, we may not be able to answer yours.

Financial Questions

Latest episodes

Insurance Risk: Another Reason Real Estate Isn’t All It’s Cracked Up to Be

Most investors who are trying to figure out what to do with their savings consider real estate, but the reality is that it doesn’t perform as well as most people think. Today, Paul brings a WSJ article about condo owners in popular areas who are stuck having to pay astronomical insurance prices due to the risk of natural disaster. Paul talks about the risks real estate owners have that stock owners don’t have, such as natural disasters, city planning, insurance prices, tax laws around real estate sales, and condo fees. Later in the episode, Paul reveals how much money social media influencers are making and why the job doesn’t provide the significance or quality of life some people hope for.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.

Listen Here →

Nvidia Passes Microsoft and Apple to Become Most Valuable Company in the World

Who knew a few years ago that Nvidia would be the most valuable company in the world? The correct answer is: no one. Today, Paul talks about a company that defied the odds and has grown astronomically because of AI. Paul wants investors to take a moment and reflect on the volatile nature of these companies and warns that most firms are betting trillions of dollars of investor’s money on the largest US companies, but they can’t predict when these companies will rise or fall.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.

Listen Here →

Don’t Fall for This—Buying Funds Based on Track Record

Past performance does not guarantee future results. Everyone has heard this, but this is what it sounds like to be sold based on track record: “Have you been disappointed in your portfolio’s performance? Are you new to investing and don’t know what to do? Take a look at these funds. They are our very best funds and beat all of your investments over the last few years. If you are unhappy with your plan, you should move over and invest with us. We have the best performing investments.” Today, Paul explains why it’s so frustrating to watch fund companies push their “best performers” onto advisors and investors. It comes down to understanding that these companies want you to buy high and have hidden all of their poorly performing investments from you. Later in the episode, Paul tackles the topic of Roth conversions and explains a common mistake people make when thinking about their taxes and investments.

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

Listen Here →

Continuing Care Facilities Go Under and Can’t Refund Deposits


There are many continuing care facilities that require large deposits and promise to return these deposits to family members after the care has ended. Unfortunately, nothing in life is guaranteed. Today, Evan brings an article outlining some of the risks involved with end-of-life expenses and a continuing care facility that filed for bankruptcy and owes families over $50 million. Listen along as Paul and Evan talk about how important it is to read the fine print with major financial decisions like this and go in wide-eyed about the risks. Later in the episode, Paul and Evan share about a new office opening in Cookeville and a few different ways you can get personalized help with your financial plan.

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

Listen Here →

Political Unrest in France Teaches Us About How Markets Get Priced


Today, Paul and Evan explain why political news and stock pricing don’t always relate in ways you would expect. After talking about some political unrest in France, Paul explains how risk
actually makes its way into stock prices, why political policies are more important than public opinion, and how companies make plans for multiple political outcomes to drive profit of shareholders.

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

Listen Here →

Dumpster Diving and Risky Private Equity Funds: Why Pensions Aren’t What They Used to Be


Hoping that your pension will meet all your needs in retirement may cause problems for you that you never expected. After a GM retiree ended up in the national spotlight when he dove in a dumpster and found a firearm belonging to Hunter Biden, Paul and Evan talk about a common practice of pensions that puts their recipients at risk. Listen along to hear why blindly trusting your employer with your retirement isn’t a good plan.

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

Listen Here →

Widespread Indexing Puts You at Risk, While the Industry Profits

Today, Paul and Evan talk about one of the most popular investing practices putting investors at risk today: indexing. Not only does widespread indexing put you at risk, but it makes the industry a lot of money. Listen along as these investor coaches explain why indexing misleads investors and encourages some of Wall Street’s most dangerous behaviors. Later, Paul finds that investors are pulling money out of the S&P 500 only to bet even more aggressively on a handful of those 500 companies.

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

Listen Here →

Past Performance is No Guarantee of… Past Performance

“Wall Street likes to tout returns it didn’t actually produce. You need to ask some important follow up questions” Jason Zweig writes in his WSJ article ‘When Past Performance Doesn’t Even Predict Past Performance’. Today, Evan and Paul talk about what backtesting is and why Zweig is right to call it a “dirty trick that is central to Wall Street’s marketing playbook.” Later in the episode, the advisors talk about how lenders regularly send credit scores to consumers as a way to encourage people on their financial journey, but these soft credit checks are really just grooming people to borrow more money.

For more information about what we do or how we can help you, schedule a 15-minute call with us here: winkler.boro.webservice.team/call.

Listen Here →

The 2024 QAIB Is Here. What Is It Telling Us?


Paul shares the DALBAR’s annual report called the Quantitative Analysis of Investor Behavior (QAIB). Paul talks about investor behavior and explains why advisers and investors following asset class investing principles but engaging in market timing and stock picks are going to have a hard time finding ways to take an income in retirement.

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

Listen Here →

This Asset is Harder to Sell. Does That Mean It Pays More?


If an asset is harder to sell, does that mean it pays a higher return? Today, Paul brings up which factors affect your returns and pushes back against an article about how liquidity is a significant factor. Listen along as Paul talks about a few popular illiquid assets, real estate and annuities, and why the risk of having your money stuck in them outweighs the return. Later in the show, Paul addresses a listener who wants to know the pros and cons of CD ladders when taking an income from your investments.

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

Listen Here →

Other Ways To Listen

Stream or download via these podcast apps.

 
 

 

 

Apple
Google

Subscribe by email