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

Gaining Perspective During Russian-Ukraine War (Part 2)


While many important stories are being reported on, the media often writes material that is downright scary and unhelpful for investors. Paul spends two episodes helping investors gain a more thorough understanding of this conflict. In this episode, Paul explains why some markets have fallen significantly while others have performed more favorably. Later in the episode, Paul combats current headlines about Europe’s Russian oil addiction with headlines from a few months ago about Europe scaling back its Russian oil use.

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

Listen Here →

Gaining Perspective During Russian-Ukraine War (Part 1)


While many important stories are being reported on, the media often writes material that is downright scary and unhelpful for investors. Paul spends two episodes helping investors gain a more thorough understanding of this conflict. In this episode, Paul shares a surprising article on a large number of Russians who want to permanently leave the country over the conflict and why the ease of information differentiates this war from previous wars. Later in the show, Paul covers how the loss of private business partners affects Russia in the long term.

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

Listen Here →

ESG Is Trying to Change the Purpose of Investing


With all that is going on in current events, Paul takes note of how the financial media is talking to investors right now. Paul analyzes a common message: “If you don’t align with a company morally, don’t invest in it.” Paul explains why environmental and social governance are easy to manipulate and completely change the purpose of investing for both companies and investors. Listen along to hear why companies focusing on profit and investors focusing on successfully capturing markets is still a better way of investing. Later in the episode, Paul pushes back on the article titled “Vanguard Is All About Making Investing Cheap and Simple.”

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

Listen Here →

Why Paul Doesn’t Recommend Mid-Cap Stocks


Paul answers a question from a listener who wants to know why Paul doesn’t include mid-cap stocks when capturing asset categories. Paul shares the research that tracks how the size of a company affects its performance in each category since 1927. Paul shares why large and small companies diversify better than mid caps, and help with taking an income in retirement. Later in the episode, Paul shares an article about how investors who have already retired can make the most of their retirement savings to explain what they miss and what they got right.

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

Listen Here →

Young Investors Should Be Skeptical of ESG Ratings


Paul and his team dive into an investment trend that is aimed toward a younger generation. Listen along to hear how the socially responsible investing trend can create more risk and less returns for investors and why social and sustainable investments don’t guarantee a more profitable or sustainable world. Later in the episode, Evan explains the advantage of an UTMA account for saving money for minors.

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

Listen Here →

Could Russia Use Cryptocurrencies to Bypass Sanctions?


Paul and his team talk about how Russia could use cryptocurrencies to bypass sanctions. Paul warns that what was seen as a plus for these currencies may very well cause countries to place greater restrictions and regulations on them, driving down their value. Listen along to hear Evan share an example of how crypto sellers market to investors. Later in the episode, Paul asks Evan to share some of his perspective on the current conflict since Evan served in the military.

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

Listen Here →

Let Equities Work for You During Uncertainty


Paul welcomes three certified, degreed planners on the show to talk about why investors should resist the urge to run away from a Nobel Prize-winning philosophy on investing toward “safer” investments. Listen along as they cover why getting out during a downturn is so damaging, how owning stocks can give you the power to overcome inflation, and why you’re not too old to survive uncertainty. Later in the show, Paul reminds investors of some of the tumultuous headlines from the last hundred years and how the market persisted.

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

Listen Here →

Watch Out for This Life Insurance Sales Tactic

Michael shares a personal experience with an insurance salesperson after Michael’s term policy was up. Michael and Paul talk about how you can get sold a whole life or annuity product without the salesperson ever mentioning them by name or mentioning the commissions they make. Later in the show, Paul talks about how an expert in long-term care and aging had to file bankruptcy due to care costs for her parents. Listen along to hear some advice on how you and your family can become prepared for long-term care while avoiding harming yourself financially.

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

Listen Here →

Pension Owners Should Consider More Retirement Savings


The state of Kentucky has brought to light some important issues for public pension owners to consider with the news that the Kentucky state pension is only 16% funded. Today, Paul and Michael talk about who is covered by pensions and why public servants such as teachers, policemen, and firefighters should view their pension as only part of a retirement savings plan. Later in the show, Paul and Michael warn about insurance products as accumulation vehicles.

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

Listen Here →

Saving for the Future


The future is a hard thing to think about; even so, doing what you can to give your future self more options and opportunities is very important. Today, Paul talks about saving and investing and the power it can have on your life in the future. Listen along as Paul shares the biggest deterrent to having more financial confidence in the future.

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