The Investor Coaching Show with Paul Winkler
Business:Investing
Anne brings in an article about how the financial process looks different for people who have generational wealth and what kind of conversations an advisor would have with someone who has less fear of “losing it all” and a greater expectation of leaving a legacy to future generations. Paul shares his insight on why having a strong purpose for your money will give you clarity about conversations around legacy, and he cautions people against letting their feelings lead in the investing process. Even the wealthiest investors can let fear and greed keep them from relaxing about money.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Sharing Financial Lessons With Your Kids in Your 50s
Political Tension Coming in 2024. Don’t Let it Knock You Off Course.
Interest Rate Update at the End of 2023
Lowest Inflation in 3 Years and An Economic Update
Anxiety Around Aging and Running Out of Money
Why Do You Need to Rebalance a Portfolio?
Why Is the 60/40 Portfolio Controversial in the Investment Community?
Debunking the Myths of Investing: Part 2
Debunking the Myths of Investing: Part 1
What It Looks Like to Take an Income on Gold or Silver in Retirement
Asset Allocation: Possibly the Most Important Thing You Can Do as an Investor
Investor Speculation Around AI May Be Pushing Up the Price of These Companies
Confident Investors Can Answer These 20 Questions: Part 2
Confident Investors Can Answer These 20 Questions: Part 1
Get Ready to See Everyone’s Market Predictions for 2024
Tis the Season … To Talk With Your Family About Finances?
Elon Musk and the Cost of Technological Advancement
How to Judge Your Advisor and Your Portfolio at the Same Time — Part 2
How to Judge Your Advisor and Your Portfolio at the Same Time — Part 1
Learning How to Give Generously Without Hurting Your Financial Plan
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