Paul chats with someone eager to know more about the fundamentals of investing. Listen along to hear about the minds that have influenced modern investings, how their messages are twisted or ignored by advisors, and why you can’t blindly trust an investment advisor. Paul gives four easy ways you can tell if your advisor and investments are trustworthy. Later in the episode, Evan and Ira share how sketchy investment products are marketed the hardest during market downturns.

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An investor reaches out to the show and asks: What impact do ESG requirements have on energy companies? Listen along as Paul, Evan, and Ira talk about why ESG investing may hurt not only investor returns but also companies profitability. Evan cautions investors not to use ESG ratings as a reason to market time. Later in the show, Evan and Paul unpack some of their favorite parts of last week’s webinar.

Watch the webinar referenced in this show here.

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Paul finds a MarketWatch article that celebrates their 25th anniversary with 25 of the top financial events of the last 25 years. Paul realizes that the Investor Coaching Show has been around almost as long and shares what it was like during these major events and what they teach us about investing. In part two, Paul talks about the rise of China, the Facebook IPO, and the U.S. Shale boom.

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Paul finds a MarketWatch article that celebrates their 25th anniversary with 25 of the top financial events of the last 25 years. Paul realizes that the Investor Coaching Show has been around almost as long and shares what it was like during these major events and what they teach us about investing. In part one, Paul covers the 9/11 attacks, the Enron scandal, and the flash crash in 2010.

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Paul talks about how the endless supply of information about investing from the internet and news makes investors overly confident. Listen along as Paul explains what the Dunning-Kruger effect is and the difference between an overconfident investment guru and an educated advisor.

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Paul uses a WSJ article called “Here Are the Few Stock-Fund Managers Who Managed to Post Gains Over the Past Year” to explain why looking for the few active managers who are doing well is a costly mistake. Listen along as Paul shares why market downturns are good for returns, how many active managers fail to get basic market returns, and how chasing returns like an active manager actually hurts your ability to take an income from your investments.

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With inflation higher than normal, investors are looking to I-Bonds to stash some savings to take advantage of returns at the rate of inflation. Paul and Jim have been talking to investors a lot about this product lately and educating investors on some of the penalties and how they could fit into a financial plan. Listen along to hear why I-Bonds are trending—but are not for all investors. Later in the show, Paul touches on Roth conversations while the market is down.

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