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

Is Your Retirement Income Safe?


Investors have saved their working lives and plan on a future income that is 4% of their portfolio, but will this income strategy still work in the current market? With inflation this high and interest rates so low, is this the right way to take an income on your investments? Having researched the issue, Paul explains how these market forces affect the 4% rule. Later in the episode, Paul talks about an issue with Bitcoin mining.

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

Listen Here →

Is Your Portfolio Ready for Uncertainty?


Investors are always afraid of market drops, but not all portfolios are created equal. Today, the Investor Coach asks how a 20% drop would affect your portfolio. Listen along as Paul and Jim talk about how downturns are a natural part of the market and why downturns are so challenging for investors. Later in the episode, the SEC finds widespread deficiencies among robo-investors.

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

Listen Here →

How Inflation Could Hurt Growth Stocks in a Unique Way


Some of the most popular companies in the investment market have gotten extra help from long-term low interest rates. Today, Paul and Jim do a deep dive into how low interest rates help these companies more than others and how inflation could hurt growth stocks in a unique way. Later in the episode, Paul answers the question: Are top-heavy markets unusual?

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

Listen Here →

Photoshopped Investments: How to Tell What’s Real


In the age of the internet, we are inundated with videos and photos that have been heavily edited and only show the greatest moments of someone’s life. This is one of the reasons companies like Facebook have been under scrutiny and the study of internet addiction is rising.

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

Listen Here →

Buying Investments From Celebrities


One of Paul’s friends recently received an email from Chuck Norris because Chuck was concerned about Paul’s friend losing his whole retirement savings and wanted to help. Listen along to understand how companies and celebrities work together to undermine your trust in your investments and sell you different products. Paul later shares a grave warning from the SEC about investment newsletters.

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

Listen Here →

How Does the Infrastructure Bill Affect Investors?


Late last week, the House passed Biden’s $1.2 trillion infrastructure bill. Paul and Anne talk about their first impressions as well as retirement and tax implications. With all of the news coming from Washington, you may have missed that the IRS changed its limits on retirement contributions.

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

Listen Here →

Toxic Positivity vs. Helpful Optimism


When people are experiencing loss and hardship, certain positive thinking can be toxic and unhelpful. In this episode, Paul talks about the difference between toxic positivity and a helpful kind of hope or optimism. Listen along to hear why it’s important to embrace hardship and build resiliency in both your life and investments. Later in the episode, Paul warns that pundits are talking about inflation in an irresponsible way.

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

Listen Here →

Information Overload


Everyone seems to have a different opinion about investing. Paul breaks down the reasons in today’s episode. Listen along to hear why the media, fund companies, brokers, and advisors all have different advice for you and how you can avoid falling for financial marketing tactics and feel confident about your investments.

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

Listen Here →

Are Housing Prices Rising That Fast?


It is a tough time to buy a house, but these prices are not a drastic change from the historical norm. Paul and his team explain why. Listen along to hear why you shouldn’t be discouraged if you are considering buying and are concerned the market is in a bubble. Later in the episode, Paul and the team talk about ESG funds in 401(k)s and who benefits from them.

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

Listen Here →

Social Security Stays in the News


The conversation around Social Security includes adding a tax for people who make more than $400k to help pay for benefits. Paul and his team talk about the strategy of the government around taxing a small group of Americans to provide benefits for a large number of people and why Americans doubt they will find a nonpolitical solution. Later in the episode, Paul talks about rising gas prices and what oil companies are doing with the profit.

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