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

It’s Been 34 Years Since the NIKKEI Was This High


After hearing about companies like Meta, Apple, and other US powerhouses, it’s easy to believe the United States has a monopoly on business and capitalism. Evan brings a WSJ article about record highs in Japanese stock markets that beat its previous record from 1989. Listen along as these advisors talk about what happened to the Japanese economy after 1989, why the market set a new record, and why a properly diversified portfolio includes companies from all around the world. Later in the episode, Paul shares about some free resources coming up for investors and talks about why high interest rates are tricking some investors into thinking they don’t need market returns.

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

Listen Here →

CNBC Claims to Be a Good Resource for Investors. It Is Not.


Paul talks about his experience flipping through financial television stations and only finding anxiety-inducing political stories and tips for stock picking and market timing. Listen along as Paul, Evan, and Ira talk through an article calling out CNBC for marketing themselves as a good resource for investors, when they are not. Later in the episode, Ira talks about how there are over 22 million people who have a net worth of $1,000,000 and the steps you can take to be one of them.

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

Listen Here →

Is It Possible to Build a Portfolio Without Stock Picking?


Paul gets a question from a listener who wants to know the difference between stock picking and choosing the right stocks or funds when building a portfolio. Listen along as Paul explains how to build a portfolio that includes all different market sectors, company sizes, and risk exposure without speculation or gambling on the companies that go inside. Later in the show, Evan brings an article that talks about how a Nestle factory in the Ukraine is struggling to continue production in a country torn apart by war.

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

Listen Here →

The American Dream Experience: Building a Roadmap for Life and Money

Having a plan and knowing yourself well enough to follow through is the foundation of a healthy relationship with money. Today, Paul and Anne talk about a two-day financial workshop called the “American Dream Experience,” which is designed to help you create a roadmap for your life and money while teaching you how to avoid the most common pitfalls with money and investing. Listen along as these advisors explain how the American Dream Experience works to transform your relationship with money and helps you discover the purpose that will guide your personal and financial decisions.

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

Listen Here →

Should Politicians Be Able to Trade Stocks?


The market immediately rebounded just minutes after the Fed Chairman met with members of the Financial Financial Services Committee this month. This obviously raised some eyebrows and raised the question of whether politicians use insider information to serve their own interests instead of the interests of the voters. Today, Paul, Evan, and Ira address this topic with two important insights: market timing is dangerous for everyone and there is a proven method for investing that is not gambling or speculating on companies. Later in the episode, the advisors talk about new and used car markets and an article called “Annual New Car Ownership Costs Boil Over $12K.”

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

Listen Here →

One Reason Heavy Media Consumption Is So Dangerous


Is it possible that being at a bombing could be less traumatic than hearing about it in the news? Paul shares a study from the Boston Marathon Bombing and how being present at that tragedy allowed people to help, to flee, and to ultimately identify as a survivor, but hearing about it in the news gave people a stress response that was difficult to resolve. Today, Paul, Ira, and Evan process some recent tragedies together and share why hearing alarming news through media outlets can be dangerous and bad for your mental health. Unfortunately, the financial news media is no exception. Later in the episode, Ira talks about blue zones, where many people live to be 100, and some financial habits that help you relax about money no matter how long you live.

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

Listen Here →

Talking About Anxiety with Two Mental Health Professionals (Part 2)


Part of being able to relax about money is knowing what makes you anxious and how to manage your anxiety. Many people struggle with anxiety and turn towards their finances to try to find control. Paul brings Lauren Combs, a Licensed Professional Counselor, Mental Health Service Provider (LPC, MHSP), and Lindsey Casabella, a Licensed Clinical Social Worker (LCSW), onto the show to talk about how anxiety affects your quality of life, your purpose, and your relationship with money. Listen along as they cover spotting the symptoms of anxiety, when to ask for help, the stigmas around medication for mental health issues, the fear of developing medication dependence, and why anxiety is currently the most common mental health diagnosis in the United States.

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

Listen Here →

Talking About Anxiety with Two Mental Health Professionals (Part 1)

Part of being able to relax about money is knowing what makes you anxious and how to manage your anxiety. Many people struggle with anxiety and turn towards their finances to try to find control. Paul brings Lauren Combs, a Licensed Professional Counselor, Mental Health Service Provider (LPC, MHSP), and Lindsey Casabella, a Licensed Clinical Social Worker (LCSW), onto the show to talk about how anxiety affects your quality of life, your purpose, and your relationship with money. Listen along they cover spotting the symptoms of anxiety, when to ask for help, the stigmas around medication for mental health issues, the fear of developing medication dependence, and why anxiety is currently the most common mental health diagnosis in the United States.

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

Listen Here →

Interview with College Financial Aid Counselor, Jacob Lagesse (Part 2)


Paying for college is often the biggest financial decision that a family has to make with their children and it requires some planning. In a two part interview, Paul invites Jacob Lagesse, the New Student Financial Aid Counselor at Trevecca, to talk about how to navigate paying for college. In Part 2, Paul and Jacob cover which of your assets to include on the FAFSA, which to exclude, and how they calculate those assets to provide aid. They conclude by covering the questions you want to ask when you sit down with a university counselor.

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

Listen Here →

Interview with College Financial Aid Counselor, Jacob Lagesse (Part 1)


Paying for college is often the biggest financial decision that a family has to make with their children and it requires some planning. In a two part interview, Paul invites Jacob Lagesse, the New Student Financial Aid Counselor at Trevecca, to talk about how to navigate paying for college. In Part 1, Paul and Jacob cover both federal and state aid and the FAFSA and merit based scholarships offered by the universities.

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