The Investor Coaching Show with Paul Winkler cover art

All Episodes

The Investor Coaching Show with Paul Winkler — 217 episodes

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Title
1

Is AI Propping Up the Economy? This Is Why We Diversify

2

10 Sneaky Expenses Draining Your Bank Account

3

Paul & Jim: The Industry’s Other Side — Advisors Represent Firms, Not Clients

4

This Shark Tank Pitch Would Put Your Retirement at Risk

5

11% No-Risk Real Estate? Let’s Break It Down

6

Making Sure You Leave Space for Fun in Retirement

7

Unexpected Family Expenses: How Families Shift To Raise Children

8

Large U.S. Doesn’t Win Every Year, but They Won’t Even Look at International Value. Why?

9

The Industry Wants You To Trust Them As the Experts. This Is a Big Trap.

10

Should Economics Be a College Requirement? Paul Thinks So

11

Risk in Investing Is More Complex Than You Think

12

Spring 2026 Economic Update: Is Innovation Dragging Down the Economy?

13

An Investment Pays You To Borrow Your Money. It’s That Simple.

14

Could Speculative Weather Trading Improve Weather Forecasting?

15

The Market Is Flooded With Smart Investors Who Set Prices Together

16

How Much Can You Gift a Family Member Before Having To Tell the IRS?

17

National Financial Literacy Month: How Is Your Financial Literacy?

18

Professional Financial Pundits Are Not Financial Planners

19

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

20

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

21

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

22

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

23

Diversify and Hold: The Confident Investor’s Strategy

24

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

25

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

26

Is Owning the S&P 500 Enough for Retirement?

27

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

28

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

29

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

30

The Design of Your Portfolio Determines Its Performance

31

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

32

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

33

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

34

Paul and Evan Cover Basic Financial Questions

35

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

36

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

37

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

38

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

39

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

40

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

41

Is a War in Iran Likely To Hurt Your Retirement?

42

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

43

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

44

When Will the Tide Turn in Overseas Markets?

45

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

46

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

47

Watch Out: Mortgages That Last Longer Than the House

48

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

49

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

50

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

51

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

52

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

53

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

54

Choosing Your Investments Based on Your Time Horizon

55

Asset Class Investing: The Key to Avoiding Uncompensated Risk

56

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

57

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

58

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

59

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

60

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

61

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

62

Annuity Sales Are Dangerous. Here Is the Proof.

63

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

64

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

65

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

66

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

67

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

68

Properly Preparing to Pass Your Finances to Your Loved Ones

69

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

70

Most Investors Fail the Diversification Test

71

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

72

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

73

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

74

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

75

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

76

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

77

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

78

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

79

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

80

You Should Always Take Social Security at Age …

81

The Reason People Aren’t Becoming Homeowners in 2025

82

Robinhood Has Changed the Culture of Investing for the Next Generation

83

America in Decline: Economies Need Populations to Grow

84

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

85

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

86

Propagandist Uses War-Time Strategies on American Consumers

87

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

88

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

89

This Is How To Move From Anxiety to Confidence

90

What Happens if You Put Tax Benefits Before Everything Else

91

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

92

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

93

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

94

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

95

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

96

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

97

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

98

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

99

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

100

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

101

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

102

Progress Comes Through Effort: Socialism vs. Capitalism

103

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

104

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

105

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

106

Watch Someone Teach an Advisor How To Manipulate Your Emotions

107

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

108

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

109

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

110

Building Your Confidence in Your Financial Future (Part 2)

111

Building Your Confidence in Your Financial Future (Part 1)

112

An Investing Lie the Media Wants You To Believe

113

Are We in an AI Stock Bubble?

114

Jim Kramer Is Selling Books and Selling Investors on Market Timing

115

Running Out of Money at the Worst Possible Time

116

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

117

Gold Hits New Record High and Emotional Investors Get Sucked In

118

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

119

The Hidden Costs of Trying To Win Big With Stocks

120

Popular Trends from 2025 in Financial Planning

121

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

122

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

123

Why Annuity Payouts Get Worse Every Year

124

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

125

How To Sell an Annuity in 10 Minutes

126

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

127

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

128

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

129

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

130

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

131

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

132

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

133

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

134

Someone Finally Shares How They Were Scammed at a Steak Dinner

135

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

136

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

137

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

138

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

139

Choosing Default Investments Overexposes You to Companies Like Amazon

140

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

141

Boredom: An Overlooked Ingredient to Financial Success

142

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

143

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

144

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

145

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

146

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

147

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

148

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

149

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

150

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

151

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

152

Just Say “No” to Alternative Investments

153

How To Invest During a Trump Presidency With Chris Hand

154

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

155

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

156

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

157

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

158

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

159

Check Your 401(k) Regularly for These Bad Investments

160

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

161

Trust Your Gut! Ignore Investing Garbage Like This Phony Ad

162

Leaving Your Politics Out of the Investing Process

163

What Happens if the Social Security Trust Fund Runs Out?

164

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

165

When Is This Stock Market Bubble Going To Pop?

166

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

167

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

168

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

169

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

170

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

171

Try To Avoid These Financial Planning Mistakes

172

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

173

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

174

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

175

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

176

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

177

ETFs Are Becoming the New Market Timing Tool

178

The Unused Asset of Young Investors

179

What’s in the Big Beautiful Bill?

180

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

181

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

182

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

183

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

184

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

185

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

186

Market Update June 2025: When Should You Get Worried?

187

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

188

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

189

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

190

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

191

2025 Social Security Webinar

192

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

193

Wealthy Investors Can Afford To Take Risks and Lose Big

194

Interest Rates Change. Confident Investors Don’t Overreact.

195

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

196

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

197

New to Investing? Take These Steps First

198

A Strong Voice for Market Efficiency Diagnosed With Terminal Lung Cancer

199

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

200

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

201

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

202

Your Financial Plan Needs a Professional, Not a Google Search

203

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

204

Most Investors Want Something That Doesn’t Exist

205

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

206

Social Security Looks Bad; Gold Looks Good

207

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

208

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

209

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

210

Are Tariffs Ruining the Market for Investors?

211

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

212

Significant Income Tax Rates Changes Could Be Coming Soon

213

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

214

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

215

How To Take an Income in Retirement

216

Investing in Stocks Is Still a Good Idea in 2025

217

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