The Investor Coaching Show with Paul Winkler
Business:Investing
Today, Paul brings a few questions from his time teaching financial stewardship at Trevecca and wants Evan and Anne to share their perspectives. They start by tackling the question, “What was the best investment you’ve ever made?” and then pivot to talking about how to know you’re on track to retire. Listen along as both Paul and Evan share their best investments and the advisor gives a clear framework for tracking your retirement goals.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
A Sneaky Annuity Sales Pitch and a Chat About Roth Conversions
Social Security Education Without the Sales Pitch
Banks Are Still Not a Reliable Place for Large Deposits
Market Update: April 2024
This Tax Benefit Trips Up Real Estate Owners
How Are Counseling and Financial Planning Connected? An Interview with Dr. John Kennedy (Part 2)
How Are Counseling and Financial Planning Connected? An Interview with Dr. John Kennedy (Part 1)
Paul and Ira’s First Experiences with Investing
Active Management Is A Problem. Indexing Is Not The Solution (Part 2)
Active Management Is a Problem. Indexing Is Not the Solution. (Part 1)
WATCH OUT: Scammers Are Using QR Codes to Steal Your Personal Information
Target Date Funds Are Bad Default Investments — Here’s Why
Paul Sets the Record Straight on How Much Crypto You Should Have in Your Portfolio
International Stocks Returns vs. CD Interest Rates — It Doesn’t Add Up
The Financial Industry Is Not Trustworthy
A Look Into a Financial Stewardship Class with Paul Winkler
You Didn’t Take a Loss, But Your Portfolio Still Failed
Insurance Companies Penalize You for Needing Insurance
Tax Planning Through The Four Phases of Retirement (Part 2)
Tax Planning Through the Four Phases of Retirement (Part 1)
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast