PodParley PodParley
The Investor Coaching Show with Paul Winkler cover art

All Episodes

The Investor Coaching Show with Paul Winkler — 200 episodes

#
Title
1

Professional Financial Pundits Are Not Financial Planners

2

Investment News: SpaceX IPO, Hot ETFs, and a Timeline for the War in Iran

3

Most Investors Are Watching Their Retirements Shrink Because of This Portfolio Problem

4

Fear, Greed, and Loyalty: The Easiest Way To Make a Commission

5

How Do You Know an Investment Firm Is Right for You?

6

Diversify and Hold: The Confident Investor’s Strategy

7

Why Do We Invest in Bonds? Why Not Buy an Annuity Instead?

8

Annuities, Bonds, Stocks, Commodities, Real Estate: Not All of These Are Investments

9

Is Owning the S&P 500 Enough for Retirement?

10

Texas Court Tosses Fiduciary Rules: A Big Win for Insurance Companies

11

The Investor Coach Answers: Should I Use My Age As My Bond Allocation?

12

The Investor Coach Answers: How Will the War Affect Markets?

13

The Design of Your Portfolio Determines Its Performance

14

The Investor Dilemma: Why It’s Hard for Investors To Relax About Money

15

Adults Over 60 Are Losing Billions to These Scams. Don’t Be One of Them.

16

The War in Iran: Oil Is Up. Stocks Are Down. How Are Investors Doing?

17

Paul and Evan Cover Basic Financial Questions

18

The Headlines Are Out of Control. Remember Positive News Takes Longer To Get Out.

19

“People Should Be Free To Do What They Want.” Do We Really Believe That?

20

Another War in the Middle East Poses a Trap To Disciplined Investors

21

In Trying Times, You Don’t Need an Investing Club. You Need a Proven Method.

22

“I’m 45 and Expect a Good, Long Recession.” Here’s What He’s Doing About It.

23

Worst Case in Iran: How Should Your Portfolio Perform During a Decline?

24

Is a War in Iran Likely To Hurt Your Retirement?

25

People Buy Milkshakes Early in the Morning. A New Product Is Born.

26

Bitcoin’s Decline: Can It Compete With the Dollar? Does It Work as an Investment?

27

When Will the Tide Turn in Overseas Markets?

28

Looking at Younger Investor’s Robinhood Account: Staying Curious and Humble

29

Technical Analyst Shows Their Hand: Bad Market Timing and Wild Speculation

30

Watch Out: Mortgages That Last Longer Than the House

31

3 Myths of Investing: If You Know These, You’re Ahead of Most Investors (Part 2)

32

3 Myths of Investing: If You Know These, You’re Ahead of Most Investors (Part 1)

33

What Keeps People From Saving for Retirement? Are You on Track?

34

Edward Jones Head of Investment Strategy Encourages Investors to … Market Time

35

We’re Not a Huge Fan of Trump Accounts. Here’s Why.

36

Bitcoin Has Dropped By Half Since August. Why Are Investors Digging in Their Heels?

37

Choosing Your Investments Based on Your Time Horizon

38

Asset Class Investing: The Key to Avoiding Uncompensated Risk

39

Cash, Bonds, and Stocks: What's in Your Portfolio and Why? (Part 2)

40

Cash, Bonds, and Stocks: What's in Your Portfolio and Why? (Part 1)

41

Cathie Wood Got It Wrong in 2025, but What Does She Think About 2026?

42

The Average Car Payment Is $780/month. Is That a Problem With the Market or With Human Behavior?

43

What Happens if the Dollar Drops? Understanding the Cause and Effect of a Weaker Dollar

44

When Paul Says "Capturing Market Returns,” Is That Just Code for Indexing Everything?

45

Annuity Sales Are Dangerous. Here Is the Proof.

46

We All Have an Expiration Date. How Can You Live With Purpose?

47

Your Home or Your Portfolio: Where Should Your Investment Money Go?

48

Jim Cramer’s Investing Club Leads To Stock Picking, Not Confidence in Investing

49

Pundit Gives “13 Funds To Own in 2025.” How Did He Do?

50

Robinhood Found the Best Way To Make Money on You: Greed and Dopamine Addiction

51

Properly Preparing to Pass Your Finances to Your Loved Ones

52

Big News out of Venezuela. What Does It Mean for Your Investments?

53

Most Investors Fail the Diversification Test

54

Don’t Go Into 2026 Aimlessly. SMART Goals Could Help You in the New Year.

55

Crypto Investors Got What They Wanted in 2025, but Prices Keep Dropping

56

The People Managing Your 401(k) Are Just Making It Up As They Go Along

57

A New Offering in 401(k)s That Will Hurt Your Retirement

58

Most People Would Admit It’s Better To Be Happy Than Wealthy. How Do You Do It?

59

401(k)s Are Designed for Confusion. Educated Investors See Through the Fog.

60

All I Want for Christmas Is an S&P 500 Rally

61

Love What You Do and Prepare for the Day You Can’t Do It Anymore

62

Companies Are Marketing Against the 60/40 Portfolio Because They Mismanage Them

63

You Should Always Take Social Security at Age …

64

The Reason People Aren’t Becoming Homeowners in 2025

65

Robinhood Has Changed the Culture of Investing for the Next Generation

66

America in Decline: Economies Need Populations to Grow

67

NASCAR Driver Sues Pacific Life for $8.5 Million Over Indexed Universal Life Policy

68

No Plan and No Purpose: The Fastest Way To Make Someone Else Rich

69

Propagandist Uses War-Time Strategies on American Consumers

70

Investing and Sports Betting on the Same App. How Did This Happen?

71

Learning a Lesson From the '90s About Betting on AI

72

This Is How To Move From Anxiety to Confidence

73

What Happens if You Put Tax Benefits Before Everything Else

74

"Fiduciary" Is a Marketing Buzzword in an Industry Full of Loopholes

75

Gold, the U.S. Dollar, Real Estate, and Stocks. What Makes Them Worth Anything?

76

The FED’s Job Is To Provide a Stable Currency. Are They Doing a Good Job?

77

A Legacy of Excellence: Warren Buffett’s Final Stockholder Letter

78

Enjoy Your Holidays. Knock Out This Financial Checklist for the End of 2025

79

Can You Properly Define Capitalism, Socialism, and Democratic Socialism?

80

Why Do Investors Fail? Why Can’t They Seem To Get Ahead?

81

4 Million Americans Are Living Abroad. Here’s Why.

82

Musk’s Huge Payout Package/When You Need a Counselor and Not a Financial Planner

83

First-Time Homebuyers: Don’t Be Afraid To Wait and Don’t Be Afraid To Start Small

84

The Industry Wants You To Think They Have Market Experts Choosing the Best Companies

85

Progress Comes Through Effort: Socialism vs. Capitalism

86

Private Equity: The Industry's Newest Way to Overcharge for a Bad Product

87

A Gold Infomercial That Sounds Like Education, but Is Holding Back

88

Property Fraud: Learn About the Laws and Safeguards With Holly Hemmrich, Register of Deeds

89

Watch Someone Teach an Advisor How To Manipulate Your Emotions

90

Cap-Weighted Funds Are Very Popular in the Industry. What Are They?

91

Post-College Debt Is Tough. How Do You Pay It Off?

92

Don't Fall for the Marketing. Take a Deeper Look.

93

Building Your Confidence in Your Financial Future (Part 2)

94

Building Your Confidence in Your Financial Future (Part 1)

95

An Investing Lie the Media Wants You To Believe

96

Are We in an AI Stock Bubble?

97

Jim Kramer Is Selling Books and Selling Investors on Market Timing

98

Running Out of Money at the Worst Possible Time

99

Markets Can Be Inefficient, but Not for Long Enough To Do Anything About It

100

Gold Hits New Record High and Emotional Investors Get Sucked In

101

Another New Investing Book That Won’t Get You the Results You Want

102

The Hidden Costs of Trying To Win Big With Stocks

103

Popular Trends from 2025 in Financial Planning

104

Send This to Someone Who Trusts Big Firms or Their Job To Get It Right

105

AI Is an Innovation. Here’s Why Companies Love It and What It Could Mean for Your Job

106

Why Annuity Payouts Get Worse Every Year

107

Demand for Gold Is up Amid Uncertainty. Educated Investors Won’t Take the Bait.

108

How To Sell an Annuity in 10 Minutes

109

Advisors Get Sucked Into Stock Picking Because They Don’t Have This Education

110

Past Performance Is Driving Your Investing Decisions. You Need Another Option.

111

Are You Behind? How Much Is Everyone Else Saving for Retirement?

112

Get These Four ETFs and You’ll Be Set for Life

113

These Investments Were Fads and Failed. What Can We Learn?

114

Your True Purpose for Money Will Anchor You When the World Is Chaotic

115

Market Downturns: When Is the Next One Going To Happen?

116

Robinhood Rockets Into S&P 500 With Gambling and Other Addictive Practices

117

Someone Finally Shares How They Were Scammed at a Steak Dinner

118

This “Educational” Video About Fidelity Funds Gets an F. Watch Out for These.

119

This Is Why Investing “News” Is Too Slow To Successfully Market Time

120

America’s Federal Bank Stays Independent/Social Security Penalty for Early Retirement

121

Inflation Could Continue Moving Forward. How Do You Keep Up?

122

Choosing Default Investments Overexposes You to Companies Like Amazon

123

Where Does Gold Fit Into Investing? One of Paul’s Most Asked Questions

124

Boredom: An Overlooked Ingredient to Financial Success

125

Humans Aren’t Good at Understanding Risk. This Is How That Ruins People’s Financial Futures

126

Income “Buckets” in Retirement = Sales “Buckets” for Your Advisor

127

How To Keep Your Legacy From Being a Headache: An Interview With Attorney Parker Brown (Part 2)

128

How To Keep Your Legacy From Becoming a Headache: An Interview With Attorney Parker Brown

129

A $40K Annuity With an Income Rider That Pays Out … $90 a Month!

130

Afraid of Running Out in Retirement? The Solution Is Planning, Not Products

131

Setting Up the Straw Man: A Sales Tactic Investors Fall Into

132

Why Is Vanguard Trying To Sell Bond Funds to Young Investors? Paul Calls Out This Weird Commercial

133

Your Biggest Fears About Retirement and Why You Don’t Want To Hire a Planner (Part 2)

134

Your Biggest Fears About Retirement and Why You Don’t Want To Hire a Planner (Part 1)

135

Just Say “No” to Alternative Investments

136

How To Invest During a Trump Presidency With Chris Hand

137

Do You Know How the Stock Market Works or Even What It Is?

138

You Walk Into a Bank With a Large Amount To Save and Get Sold a High-Commission Product

139

Meme Stocks: What Are They and Why Are People Getting Caught Up in Them?

140

Large U.S. Was Hurting in Q1. Most Money Managers Got It Wrong.

141

The Market Is Still the Right Place To Be. Anyone Saying Otherwise Is Selling.

142

Check Your 401(k) Regularly for These Bad Investments

143

July 2025: The Economy, Japan Trade Deal, FED Interference, and Inflation

144

Trust Your Gut! Ignore Investing Garbage Like This Phony Ad

145

Leaving Your Politics Out of the Investing Process

146

What Happens if the Social Security Trust Fund Runs Out?

147

Crypto and Fiat-Based Currencies. What Is Happening Around Stablecoin and the New Crypto Law?

148

When Is This Stock Market Bubble Going To Pop?

149

Private Equity: Is It the Exciting New Investment Coming to Your 401(k)?

150

Bipartisan Proposal To “Fix” Social Security Isn’t What It Seems

151

Social Security Confusion: How To Use It and How To Fix It

152

Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 2)

153

Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 1)

154

Try To Avoid These Financial Planning Mistakes

155

One in Four Working Americans Will Need This Insurance Before They Retire

156

Middle East at the Brink of War and Markets Go Up?

157

AI and Financial Firms: Neither Are Looking Out for Your Interests

158

The Big Beautiful Bill Is Now Law. How Are You Affected? (Part 2)

159

The Big Beautiful Bill Is Now Law. How Are You Affected? (Part 1)

160

ETFs Are Becoming the New Market Timing Tool

161

The Unused Asset of Young Investors

162

What’s in the Big Beautiful Bill?

163

Kidnapped Over Crypto/Do You Know What an Income Rider Is?

164

Chasing Returns and Headlines: Two-Sided Trap of the Industry

165

Senate Moves To Regulate Stablecoin. Does This Change Paul’s Crypto Position?

166

Tax Changes in 2025: Big Beautiful Bills and Capital Gains Exemptions for Property

167

AI Companion for the Elderly: Is There Something off Here?

168

Watch This Stock “Expert” Flip on Tesla Stock in Almost One Week

169

Market Update June 2025: When Should You Get Worried?

170

Watch Out for “The Rules Won’t Apply Anymore” Marketing Strategies

171

Will AI Take Fund Managers’ Jobs and Ruin Market Efficiency?

172

Stock Pickers Scramble As Musk and Trump Part Ways; AI Is Coming for Ph.D.-Level Jobs

173

After 40 Years, Japan Can’t Keep Buying Our Debt. Are We All in Trouble?

174

2025 Social Security Webinar

175

Cost of Living vs. Quality of Life: Isn’t It Worse Now?

176

Wealthy Investors Can Afford To Take Risks and Lose Big

177

Interest Rates Change. Confident Investors Don’t Overreact.

178

60/40 Portfolios: A Historically Good Income Solution for Diversified Investors

179

The Problem With the Invest America Act No One Is Talking About

180

New to Investing? Take These Steps First

181

A Strong Voice for Market Efficiency Diagnosed With Terminal Lung Cancer

182

Innovation Fuels Change — Tariffs Provide a Global Trade Mix-Up

183

Trump Hypes Up Tax Bill and Encourages People to Get in the Market

184

Is it 6%, 7%, 10%, or 12%? A Lesson in Returns

185

Your Financial Plan Needs a Professional, Not a Google Search

186

Don’t Take the Bait on a “Tax-Free” Retirement

187

Most Investors Want Something That Doesn’t Exist

188

What Can You Learn From 100 Years of Data on Market Crashes?

189

Social Security Looks Bad; Gold Looks Good

190

You Wouldn’t Buy a Car Without Doing Some Research. So Don’t Do This.

191

With the Right Advisor, You Get a Chance To Think Through Your Own Decisions

192

What Does an Advisor Do and How Do You Pick One?

193

Are Tariffs Ruining the Market for Investors?

194

The Market Is Self-Correcting: Tariffs, Interest Rates, and Government Spending

195

Significant Income Tax Rates Changes Could Be Coming Soon

196

Here Are the Tools We Use To Help You Relax About Money

197

You Don’t Want To Find These 3 Phrases in Your Advisor’s ADV

198

How To Take an Income in Retirement

199

Investing in Stocks Is Still a Good Idea in 2025

200

Dan Hill Joins To Talk About Investors’ Number One Fear and Murfreesboro Town Halls