The Investor Coaching Show Cover

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

In the ongoing struggle to address concerns around the full-funding of Social Security and Medicare, the new speaker of the house, Mike Johnson, proposes reforms to Social Security, igniting a conversation that will likely be carried into the 2024 election. Listen along as Paul and Ira talk about the specific changes proposed, like a change in the COLA for wealthier Americans, as well as why politicians working toward a solution should always be encouraged by Americans and what kind of changes we are most likely to see.

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

Today, Paul shares a story about running into an investor who feels a lot more peace about his investments after connecting the dots on standard deviation. The standard deviation of an investment portfolio helps personal investors, fund companies, and even insurance companies understand how far off the investment is from its projected return and how to know when an investment might no longer be able to provide the kind of income that you expected. Listen along as Paul helps explain why standard deviation helps you determine if you’re drifting off course or if you’ve found a reliable investment. Later in the episode, Paul explains the hurdles that electric vehicles still need to overcome to be the future of transportation and why the market will eventually find the best solution for consumers and not the one that people are most excited about right now.

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

Last week, Evan ran into a counselor who specializes in helping adults navigate care for their aging parents. Today, Paul and Evan talk about an WSJ article that finds a growing number of men are stepping up to take care of aging parents, but they feel under-prepared. Listen along as these two advisors talk about psychological, financial, and personal responsibilities that accompany the role of caregiver. The two then discuss empathy after being confronted with the question: Could AI be better at empathy than humans? Later in the show, Paul and Evan look at some research about whether cannabis is an effective way to reduce anxiety and how that might affect people who went all-in on cannabis stock a few years ago.

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

Divorce can be painful and complicated. There are different ways to handle settlement, and it’s easy to make financial mistakes. Today, Paul shares Part 2 of a helpful conversation he had last week during a webinar called “Financial Planning for Divorce.” Listen along as Paul Winkler hosts this workshop along with Chartered Divorce Financial Analysts Anne Sawasky and Arlene Brown. They will use their expertise to help you wade through the most common problems and present you with practical steps to take.

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

Divorce can be painful and complicated. There are different ways to handle settlement, and it’s easy to make financial mistakes. Today, Paul shares Part 1 of a helpful conversation he had last week during a webinar called “Financial Planning for Divorce.” Listen along as Paul Winkler hosts this workshop along with Chartered Divorce Financial Analysts Anne Sawasky and Arlene Brown. They will use their expertise to help you wade through the most common problems and present you with practical steps to take.

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

Paul and Evan talk about how the financial industry sells the “safest” and “best” product to investors given market conditions, and then the financial media swoops in to convince investors of some new information that pushes everyone in a different direction. Listen along as these advisors ask investors: During a time war, political uncertainty, elections, and new technology, do you want to trust that these companies know what is going to happen next? Instead, Paul encourages investors to take an approach that allows them to spread their risk out and unplug from the news. Later in the episode, a survey of Robinhood accounts shows that when investors can choose which companies to own, they usually pick companies that they already know and are using the products or services of.

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

Paul has seen many people go through the same cycle of investing: becoming interested in investing, being sold faulty investments, becoming afraid of the future, and finally believing that all investing is just a scam or gambling. Today, Paul and Evan talk about investing at its best. Listen along to hear how investing can actually mean owning companies all around the world that increase peace and collaboration between nations, provide better jobs and a higher quality of life for workers, and champion innovation and technological advances for the world — all while these companies work to provide profit and financial security for you, the shareholder. Later in the episode, Paul shares a Halloween classic, “The 12 Scariest Things You Can Hear From Your Broker This Halloween.”

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

With mortgage rates at 8% for 30 year loans, an average priced home now costs over $3,000 per month with hundreds of thousands more paid over the life of the loan. Today, Paul wants investors to know that spending most of your income on real estate is actually similar to having an investment portfolio that contains mostly large US companies. Listen along as Paul shares how it’s more dangerous to be over-invested in any one area and why your financial situation may have risks that you can’t even see. Later in the episode, Paul talks about how investors are sold investments based on past performance and predictions of the future and how to get out of a cycle of buying high and selling low when things don’t work out.

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

Is it time to move some money from your savings to an investment portfolio? If so, how do you choose what you should invest in? Today, Paul shares how to know if you have too much money in the bank and how to invest the rest. Listen along as Paul explains why the assets you choose when you invest should be directly connected to your time horizon.

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

This week Paul looked through a sea of headlines that could negatively impact markets and finally asked: Who on Earth would want to invest in times like these? Listen along as Paul works to help average investors separate the disillusionment that comes from war and political chaos from the process of saving and investing for the future. Later in the episode, Paul explains why having a true purpose for your money is much better than just having a lot of money.

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

Other Ways To Listen

Stream or download via these podcast apps.

 
 

 

 

Subscribe by email