All Episodes
The Investor Coaching Show with Paul Winkler — 285 episodes
Funds That Market Themselves Based on Christian Values. What's the Problem Here?
A $5B Dollar Gambling Loophole: Kalshi vs. Sportsbooks
The 25th Anniversary of 9/11: Remembering American Resilience
The Biggest Obstacles Between You and a Financial Plan
Why Do Markets Usually Go Up Right After an Interest Rate Hike?
An American Icon: Dolly Parton’s Contribution to the American Dream
Are You Afraid You Won’t Be Able To Keep Up With Inflation?
Hedge Fund Managers Are Now Allowed To Bet in “Prediction Markets” for Clients
These 401(k) Hacks Could Be Costing You Retirement Opportunities
Have You Heard of Tax Diversification? 401(k), Roth, or Non-Qualified
AI and the Recent Market Rally: Technology Continues To Surprise.
Market Update, August 2026: Bond Sell-Offs, Interest Rates, and Inflation
You’re Saving in Your 401(k) — But What Are You Actually Investing In
Can Governments Fix Their Problems by Taxing the Wealthy?
Warning: AI Recommends What It Learns From Industry Marketing Materials
You Can’t Trust the Industry To Get You Properly Diversified
Simple Hacks To Take Control of Your Finances
Former Treasury Secretary Talks About Economic Worries
A Battery Breakthrough That Could Change More Than Technology
This Explains Why We Don’t Recommend Real Estate As an Investment
Why You Won’t Ever See a Market Forecast From Paul Winkler, Inc.
Ask These Questions, and You’ll Unlock the Key to Confident Investing (Part 2)
Ask These Questions, and You’ll Unlock the Key to Confident Investing (Part 1)
“How Do Fund Companies Hide Their Poor Performers?”
25 Years of Teaching Investors To Ignore the Sales Pitch
Risk in Investing Is Different Than Most Investors Think
Is a Section 351 Exchange a Tax Loophole — or a Legitimate Planning Tool?
If You Can Answer These Basic Market Questions, You’re Ahead of Most Investors
AI Financial Planning - User Beware
Stop Waiting To Build the Future You Want
Private Equity: Low Returns. No Liquidity. Still Being Hyped.
Could the Federal Deficit Hurt the Stock Market?
Private Equity Is the Latest Distraction Keeping Investors From Market Returns
Confident Investors Know How To Spot Bad Financial Information
Trump Account vs. 529. What Do You Pick When Investing for Children?
Index Funds Bought SpaceX. So Why Didn’t the Stock Go Up?
Fidelity Predicts Low Large U.S. Returns — so Why Is So Much Client Money Still There?
When You Hear “The Market Is Down,” You’re Not Hearing the Whole Story
5 Reasons You Might Not Convert to a Roth IRA
Watch This "Legendary" Market Timer Get Called Out on National Television
How to Become Financially Independent: 6 Habits That Matter Most
Does Your Adviser Believe It’s Their Job To Market Time for You?
Free Dinner Workshops Are a Cash Cow for the Industry
SpaceX Isn’t Invincible: Don’t Break Market Timing Rules for Any Company
Financial Freedom or Financial Trap? Why the FIRE Movement Is Dangerous for Most
Why Your First House Feels Out of Reach
Life Insurance “Investment” Sales Pitches Are Convincing. Let’s Walk Through One.
Social Security Could Run Out by 2032? Here's What That Really Means.
SpaceX Is Now Public: You Didn't Miss Out
Can One Influencer Move Bitcoin? Commodities Don’t Work Like Stocks.
The “Golden Grind”: How Many People Are Still Working After 65?
SpaceX IPO: Who Will Actually Make All the IPO Money?
Why Everyone Needs an Investing Coach in Their Corner
Robinhood Lets You Use AI To Make Trades for You
If Timing the Market Works, Why Doesn't Anyone Agree on the Timing?
The Billionaire Debate Is Missing the Bigger Picture
Big Tech Concentration: The Media Got the Problem Right — But the Solution Wrong
IPOs Look Exciting — Here’s the Catch
Roth vs. Traditional and How To Take an Income in Retirement
Becoming Educated for Retirement. Paul Breaks Down 30 Years of Lessons (Part 2)
Becoming Educated for Retirement. Paul Breaks Down 30 Years of Lessons (Part 1)
Crypto Faces a Regulatory Turning Point in the U.S. Will This Deflate Its Value?
These Fees Are Crazy: A Full Breakdown of the Expenses of Annuities
Alternative Investments Can Turn Long-Term Investors Into Short-Term Gamblers
Excitement Around the SpaceX IPO Is Peaking. Should You Invest?
This One Stat Makes You Most Likely To Run Out in Retirement
Why AI Needs Regulation: Tech Leaders Don’t Share Everyone’s Values
Robinhood Made Investing Simple — But at What Cost?
Is AI Propping Up the Economy? This Is Why We Diversify
10 Sneaky Expenses Draining Your Bank Account
Paul & Jim: The Industry’s Other Side — Advisors Represent Firms, Not Clients
This Shark Tank Pitch Would Put Your Retirement at Risk
11% No-Risk Real Estate? Let’s Break It Down
Making Sure You Leave Space for Fun in Retirement
Unexpected Family Expenses: How Families Shift To Raise Children
Large U.S. Doesn’t Win Every Year, but They Won’t Even Look at International Value. Why?
The Industry Wants You To Trust Them As the Experts. This Is a Big Trap.
Should Economics Be a College Requirement? Paul Thinks So
Risk in Investing Is More Complex Than You Think
Spring 2026 Economic Update: Is Innovation Dragging Down the Economy?
An Investment Pays You To Borrow Your Money. It’s That Simple.
Could Speculative Weather Trading Improve Weather Forecasting?
The Market Is Flooded With Smart Investors Who Set Prices Together
How Much Can You Gift a Family Member Before Having To Tell the IRS?
National Financial Literacy Month: How Is Your Financial Literacy?
Professional Financial Pundits Are Not Financial Planners
Investment News: SpaceX IPO, Hot ETFs, and a Timeline for the War in Iran
Most Investors Are Watching Their Retirements Shrink Because of This Portfolio Problem
Fear, Greed, and Loyalty: The Easiest Way To Make a Commission
How Do You Know an Investment Firm Is Right for You?
Diversify and Hold: The Confident Investor’s Strategy
Why Do We Invest in Bonds? Why Not Buy an Annuity Instead?
Annuities, Bonds, Stocks, Commodities, Real Estate: Not All of These Are Investments
Is Owning the S&P 500 Enough for Retirement?
Texas Court Tosses Fiduciary Rules: A Big Win for Insurance Companies
The Investor Coach Answers: Should I Use My Age As My Bond Allocation?
The Investor Coach Answers: How Will the War Affect Markets?
The Design of Your Portfolio Determines Its Performance
The Investor Dilemma: Why It’s Hard for Investors To Relax About Money
Adults Over 60 Are Losing Billions to These Scams. Don’t Be One of Them.
The War in Iran: Oil Is Up. Stocks Are Down. How Are Investors Doing?
Paul and Evan Cover Basic Financial Questions
The Headlines Are Out of Control. Remember Positive News Takes Longer To Get Out.
“People Should Be Free To Do What They Want.” Do We Really Believe That?
Another War in the Middle East Poses a Trap To Disciplined Investors
In Trying Times, You Don’t Need an Investing Club. You Need a Proven Method.
“I’m 45 and Expect a Good, Long Recession.” Here’s What He’s Doing About It.
Worst Case in Iran: How Should Your Portfolio Perform During a Decline?
Is a War in Iran Likely To Hurt Your Retirement?
People Buy Milkshakes Early in the Morning. A New Product Is Born.
Bitcoin’s Decline: Can It Compete With the Dollar? Does It Work as an Investment?
When Will the Tide Turn in Overseas Markets?
Looking at Younger Investor’s Robinhood Account: Staying Curious and Humble
Technical Analyst Shows Their Hand: Bad Market Timing and Wild Speculation
Watch Out: Mortgages That Last Longer Than the House
3 Myths of Investing: If You Know These, You’re Ahead of Most Investors (Part 2)
3 Myths of Investing: If You Know These, You’re Ahead of Most Investors (Part 1)
What Keeps People From Saving for Retirement? Are You on Track?
Edward Jones Head of Investment Strategy Encourages Investors to … Market Time
We’re Not a Huge Fan of Trump Accounts. Here’s Why.
Bitcoin Has Dropped By Half Since August. Why Are Investors Digging in Their Heels?
Choosing Your Investments Based on Your Time Horizon
Asset Class Investing: The Key to Avoiding Uncompensated Risk
Cash, Bonds, and Stocks: What's in Your Portfolio and Why? (Part 2)
Cash, Bonds, and Stocks: What's in Your Portfolio and Why? (Part 1)
Cathie Wood Got It Wrong in 2025, but What Does She Think About 2026?
The Average Car Payment Is $780/month. Is That a Problem With the Market or With Human Behavior?
What Happens if the Dollar Drops? Understanding the Cause and Effect of a Weaker Dollar
When Paul Says "Capturing Market Returns,” Is That Just Code for Indexing Everything?
Annuity Sales Are Dangerous. Here Is the Proof.
We All Have an Expiration Date. How Can You Live With Purpose?
Your Home or Your Portfolio: Where Should Your Investment Money Go?
Jim Cramer’s Investing Club Leads To Stock Picking, Not Confidence in Investing
Pundit Gives “13 Funds To Own in 2025.” How Did He Do?
Robinhood Found the Best Way To Make Money on You: Greed and Dopamine Addiction
Properly Preparing to Pass Your Finances to Your Loved Ones
Big News out of Venezuela. What Does It Mean for Your Investments?
Most Investors Fail the Diversification Test
Don’t Go Into 2026 Aimlessly. SMART Goals Could Help You in the New Year.
Crypto Investors Got What They Wanted in 2025, but Prices Keep Dropping
The People Managing Your 401(k) Are Just Making It Up As They Go Along
A New Offering in 401(k)s That Will Hurt Your Retirement
Most People Would Admit It’s Better To Be Happy Than Wealthy. How Do You Do It?
401(k)s Are Designed for Confusion. Educated Investors See Through the Fog.
All I Want for Christmas Is an S&P 500 Rally
Love What You Do and Prepare for the Day You Can’t Do It Anymore
Companies Are Marketing Against the 60/40 Portfolio Because They Mismanage Them
You Should Always Take Social Security at Age …
The Reason People Aren’t Becoming Homeowners in 2025
Robinhood Has Changed the Culture of Investing for the Next Generation
America in Decline: Economies Need Populations to Grow
NASCAR Driver Sues Pacific Life for $8.5 Million Over Indexed Universal Life Policy
No Plan and No Purpose: The Fastest Way To Make Someone Else Rich
Propagandist Uses War-Time Strategies on American Consumers
Investing and Sports Betting on the Same App. How Did This Happen?
Learning a Lesson From the '90s About Betting on AI
This Is How To Move From Anxiety to Confidence
What Happens if You Put Tax Benefits Before Everything Else
"Fiduciary" Is a Marketing Buzzword in an Industry Full of Loopholes
Gold, the U.S. Dollar, Real Estate, and Stocks. What Makes Them Worth Anything?
The FED’s Job Is To Provide a Stable Currency. Are They Doing a Good Job?
A Legacy of Excellence: Warren Buffett’s Final Stockholder Letter
Enjoy Your Holidays. Knock Out This Financial Checklist for the End of 2025
Can You Properly Define Capitalism, Socialism, and Democratic Socialism?
Why Do Investors Fail? Why Can’t They Seem To Get Ahead?
4 Million Americans Are Living Abroad. Here’s Why.
Musk’s Huge Payout Package/When You Need a Counselor and Not a Financial Planner
First-Time Homebuyers: Don’t Be Afraid To Wait and Don’t Be Afraid To Start Small
The Industry Wants You To Think They Have Market Experts Choosing the Best Companies
Progress Comes Through Effort: Socialism vs. Capitalism
Private Equity: The Industry's Newest Way to Overcharge for a Bad Product
A Gold Infomercial That Sounds Like Education, but Is Holding Back
Property Fraud: Learn About the Laws and Safeguards With Holly Hemmrich, Register of Deeds
Watch Someone Teach an Advisor How To Manipulate Your Emotions
Cap-Weighted Funds Are Very Popular in the Industry. What Are They?
Post-College Debt Is Tough. How Do You Pay It Off?
Don't Fall for the Marketing. Take a Deeper Look.
Building Your Confidence in Your Financial Future (Part 2)
Building Your Confidence in Your Financial Future (Part 1)
An Investing Lie the Media Wants You To Believe
Are We in an AI Stock Bubble?
Jim Kramer Is Selling Books and Selling Investors on Market Timing
Running Out of Money at the Worst Possible Time
Markets Can Be Inefficient, but Not for Long Enough To Do Anything About It
Gold Hits New Record High and Emotional Investors Get Sucked In
Another New Investing Book That Won’t Get You the Results You Want
The Hidden Costs of Trying To Win Big With Stocks
Popular Trends from 2025 in Financial Planning
Send This to Someone Who Trusts Big Firms or Their Job To Get It Right
AI Is an Innovation. Here’s Why Companies Love It and What It Could Mean for Your Job
Why Annuity Payouts Get Worse Every Year
Demand for Gold Is up Amid Uncertainty. Educated Investors Won’t Take the Bait.
How To Sell an Annuity in 10 Minutes
Advisors Get Sucked Into Stock Picking Because They Don’t Have This Education
Past Performance Is Driving Your Investing Decisions. You Need Another Option.
Are You Behind? How Much Is Everyone Else Saving for Retirement?
Get These Four ETFs and You’ll Be Set for Life
These Investments Were Fads and Failed. What Can We Learn?
Your True Purpose for Money Will Anchor You When the World Is Chaotic
Market Downturns: When Is the Next One Going To Happen?
Robinhood Rockets Into S&P 500 With Gambling and Other Addictive Practices
Someone Finally Shares How They Were Scammed at a Steak Dinner
This “Educational” Video About Fidelity Funds Gets an F. Watch Out for These.
This Is Why Investing “News” Is Too Slow To Successfully Market Time
America’s Federal Bank Stays Independent/Social Security Penalty for Early Retirement
Inflation Could Continue Moving Forward. How Do You Keep Up?
Choosing Default Investments Overexposes You to Companies Like Amazon
Where Does Gold Fit Into Investing? One of Paul’s Most Asked Questions
Boredom: An Overlooked Ingredient to Financial Success
Humans Aren’t Good at Understanding Risk. This Is How That Ruins People’s Financial Futures
Income “Buckets” in Retirement = Sales “Buckets” for Your Advisor
How To Keep Your Legacy From Being a Headache: An Interview With Attorney Parker Brown (Part 2)
How To Keep Your Legacy From Becoming a Headache: An Interview With Attorney Parker Brown
A $40K Annuity With an Income Rider That Pays Out … $90 a Month!
Afraid of Running Out in Retirement? The Solution Is Planning, Not Products
Setting Up the Straw Man: A Sales Tactic Investors Fall Into
Why Is Vanguard Trying To Sell Bond Funds to Young Investors? Paul Calls Out This Weird Commercial
Your Biggest Fears About Retirement and Why You Don’t Want To Hire a Planner (Part 2)
Your Biggest Fears About Retirement and Why You Don’t Want To Hire a Planner (Part 1)
Just Say “No” to Alternative Investments
How To Invest During a Trump Presidency With Chris Hand
Do You Know How the Stock Market Works or Even What It Is?
You Walk Into a Bank With a Large Amount To Save and Get Sold a High-Commission Product
Meme Stocks: What Are They and Why Are People Getting Caught Up in Them?
Large U.S. Was Hurting in Q1. Most Money Managers Got It Wrong.
The Market Is Still the Right Place To Be. Anyone Saying Otherwise Is Selling.
Check Your 401(k) Regularly for These Bad Investments
July 2025: The Economy, Japan Trade Deal, FED Interference, and Inflation
Trust Your Gut! Ignore Investing Garbage Like This Phony Ad
Leaving Your Politics Out of the Investing Process
What Happens if the Social Security Trust Fund Runs Out?
Crypto and Fiat-Based Currencies. What Is Happening Around Stablecoin and the New Crypto Law?
When Is This Stock Market Bubble Going To Pop?
Private Equity: Is It the Exciting New Investment Coming to Your 401(k)?
Bipartisan Proposal To “Fix” Social Security Isn’t What It Seems
Social Security Confusion: How To Use It and How To Fix It
Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 2)
Paul Is Back and Jumps Right Into the Big Beautiful Bill Act (Part 1)
Try To Avoid These Financial Planning Mistakes
One in Four Working Americans Will Need This Insurance Before They Retire
Middle East at the Brink of War and Markets Go Up?
AI and Financial Firms: Neither Are Looking Out for Your Interests
The Big Beautiful Bill Is Now Law. How Are You Affected? (Part 2)
The Big Beautiful Bill Is Now Law. How Are You Affected? (Part 1)
ETFs Are Becoming the New Market Timing Tool
The Unused Asset of Young Investors
What’s in the Big Beautiful Bill?
Kidnapped Over Crypto/Do You Know What an Income Rider Is?
Chasing Returns and Headlines: Two-Sided Trap of the Industry
Senate Moves To Regulate Stablecoin. Does This Change Paul’s Crypto Position?
Tax Changes in 2025: Big Beautiful Bills and Capital Gains Exemptions for Property
AI Companion for the Elderly: Is There Something off Here?
Watch This Stock “Expert” Flip on Tesla Stock in Almost One Week
Market Update June 2025: When Should You Get Worried?
Watch Out for “The Rules Won’t Apply Anymore” Marketing Strategies
Will AI Take Fund Managers’ Jobs and Ruin Market Efficiency?
Stock Pickers Scramble As Musk and Trump Part Ways; AI Is Coming for Ph.D.-Level Jobs
After 40 Years, Japan Can’t Keep Buying Our Debt. Are We All in Trouble?
2025 Social Security Webinar
Cost of Living vs. Quality of Life: Isn’t It Worse Now?
Wealthy Investors Can Afford To Take Risks and Lose Big
Interest Rates Change. Confident Investors Don’t Overreact.
60/40 Portfolios: A Historically Good Income Solution for Diversified Investors
The Problem With the Invest America Act No One Is Talking About
New to Investing? Take These Steps First
A Strong Voice for Market Efficiency Diagnosed With Terminal Lung Cancer
Innovation Fuels Change — Tariffs Provide a Global Trade Mix-Up
Trump Hypes Up Tax Bill and Encourages People to Get in the Market
Is it 6%, 7%, 10%, or 12%? A Lesson in Returns
Your Financial Plan Needs a Professional, Not a Google Search
Don’t Take the Bait on a “Tax-Free” Retirement
Most Investors Want Something That Doesn’t Exist
What Can You Learn From 100 Years of Data on Market Crashes?
Social Security Looks Bad; Gold Looks Good
You Wouldn’t Buy a Car Without Doing Some Research. So Don’t Do This.
With the Right Advisor, You Get a Chance To Think Through Your Own Decisions
What Does an Advisor Do and How Do You Pick One?
Are Tariffs Ruining the Market for Investors?
The Market Is Self-Correcting: Tariffs, Interest Rates, and Government Spending
Significant Income Tax Rates Changes Could Be Coming Soon
Here Are the Tools We Use To Help You Relax About Money
You Don’t Want To Find These 3 Phrases in Your Advisor’s ADV
How To Take an Income in Retirement
Investing in Stocks Is Still a Good Idea in 2025
Dan Hill Joins To Talk About Investors’ Number One Fear and Murfreesboro Town Halls