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Latest episodes

Discussing Our Digital Soul with Jenny Black, Licensed Marriage and Family Therapist (Part 2)

Today, Paul is excited to welcome Jenny Black to The Investor Coaching Show to discuss media trauma and her book Our Digital Soul. Jenny is a Licensed Marriage and Family Therapist that studies the effects our digital world has on us and helps people identify and cope with media trauma. In this second half of their interview, Black explains an experiment called “The Saturday Project” that is designed to get you in touch with yourself, away from second-hand trauma, and closer to the people you love.

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

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Discussing Our Digital Soul with Jenny Black, Licensed Marriage and Family Therapist (Part 1)

Today, Paul is excited to welcome Jenny Black to The Investor Coaching Show to discuss media trauma and her book Our Digital Soul. Jenny is a Licensed Marriage and Family Therapist that studies the effects our digital world has on us and helps people identify and cope with media trauma. In the interview, Black starts by explaining why developing a healthy relationship with your phone is a high-priority for your mental health and how social media and smart devices seem like they make life easier or promote connection, but they actually create an environment of stress and dissatisfaction.

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

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If You Don’t Know What’s in Your 401(k), It’s Time to Find Out

Paul recently had a friend confess that they weren’t sure what investments are in their 401(k), but they’re ready to learn. Listen along as Paul explains why it’s so easy to have blind spots in this area and teaches a quick lesson about why investing in a 401(k) is a good idea, how to work with someone to choose the right funds, and why investing in a 401(k) isn’t a full retirement plan.

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

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High Interest Rates: Should You Move to Cash?

Today, Paul finds it ironic that investors are feeling tempted to put their retirement into a money market and savings account after months of banking issues, regardless of how high the interest rates may be. If you know someone considering this, listen along as Paul urges investors to understand that holding your money on the sidelines because of fear of the future is actually a form of market timing. Later in the episode, Paul shares an article about how retirement plans love to offer lots of fund options but no real diversification.

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

 

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A Lesson On Debt, Your Standard of Living, and the Two Philosophies of Spending: A Foundation You Can Build On


Today, Paul talks about how trying to enjoy a higher standard of living than you can afford is the first hurdle to overcome when you’re beginning your journey to saving, investing, and finding purpose with your money. Listen along as Paul teaches about two different philosophies of spending and two different kinds of debt. These tools will help you learn how to avoid taking on bad debt and learn to live on less than you make.

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

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Six Advisors On How to Invest $1,000: Five of Them Give Bad Advice


In a MarketWatch article, six advisors are asked how they would invest $1,000. Paul is disappointed that only one of them encourages investors to consider their long-term goals when investing. He’s also surprised that none of them recommended annuities given the record-setting annuities sales right now. Later in the episode, Paul revisits two articles that are encouraging investors to leave the market when times get rough, breaking one of the biggest rules of investing: buy low and sell high.

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

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Investors Are Biding Up AI Companies Like They Did Tech Companies in the Late 90s


Today, Paul brings an article called “Apple, Nvidia, Meta, Lead Market Rally (Why That’s Not Good)” and talks about why market returns aren’t always great, especially when they are the result of investors getting overly excited about AI and bidding up stock prices. Later in the episode, Paul reminds listeners that the winkler.boro.webservice.team website has free resources, articles, webinars, and podcast episodes about financial planning topics, investing, tax law changes, and social security that you might not see on the show every week. If you have a question about these topics, a quick search on the website might be a big help.

Get access to Paul Winkler’s website resources at winkler.boro.webservice.team.

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

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Taxes and the Economy: Interview with Art Laffer, Reagan’s Economic Advisor (Part 2)

Today, Paul is honored to welcome Art Laffer to The Investor Coaching Show. Dr. Laffer served as economic advisor to both Ronald Reagan and Margaret Thatcher and is a Presidential Medal of Freedom recipient. He is an economist, educator, and author of the book Taxes Have Consequences. In this second part of their interview, Paul and Dr. Laffer discuss the Great Depression, tariffs, and if the United States would ever add a consumption tax.

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

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Taxes and the Economy: Interview with Art Laffer, Reagan’s Economic Advisor (Part 1)

Today, Paul is honored to welcome Art Laffer to The Investor Coaching Show. Dr. Laffer served as economic advisor to both Ronald Reagan and Margaret Thatcher and is a Presidential Medal of Freedom recipient. He is an economist, educator, and author of the book Taxes Have Consequences. In this part of their interview, Paul askes Dr. Laffer about the origin story of “The Laffer Curve,” the IRS, and his involvement in political and economic history.

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

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Do You Want to Live Another Eight Years? Get A College Degree


Paul brings a study that shows that college graduates on average live eight years longer than those who don’t, and the gap is widening. Paul is quick to think about the implications of this on life insurance and annuity products. Later in the episode, Paul talks about how long it took for the investment industry to realize that the lack of regulation of cryptocurrencies could be an issue.

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

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