The Investor Coaching Show with Paul Winkler cover art

All Episodes

The Investor Coaching Show with Paul Winkler — 256 episodes

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Title
1

Stop Waiting To Build the Future You Want

2

Private Equity: Low Returns. No Liquidity. Still Being Hyped.

3

Could the Federal Deficit Hurt the Stock Market?

4

Private Equity Is the Latest Distraction Keeping Investors From Market Returns

5

Confident Investors Know How To Spot Bad Financial Information

6

Trump Account vs. 529. What Do You Pick When Investing for Children?

7

Index Funds Bought SpaceX. So Why Didn’t the Stock Go Up?

8

Fidelity Predicts Low Large U.S. Returns — so Why Is So Much Client Money Still There?

9

When You Hear “The Market Is Down,” You’re Not Hearing the Whole Story

10

5 Reasons You Might Not Convert to a Roth IRA

11

Watch This "Legendary" Market Timer Get Called Out on National Television

12

How to Become Financially Independent: 6 Habits That Matter Most

13

Does Your Adviser Believe It’s Their Job To Market Time for You?

14

Free Dinner Workshops Are a Cash Cow for the Industry

15

SpaceX Isn’t Invincible: Don’t Break Market Timing Rules for Any Company

16

Financial Freedom or Financial Trap? Why the FIRE Movement Is Dangerous for Most

17

Why Your First House Feels Out of Reach

18

Life Insurance “Investment” Sales Pitches Are Convincing. Let’s Walk Through One.

19

Social Security Could Run Out by 2032? Here's What That Really Means.

20

SpaceX Is Now Public: You Didn't Miss Out

21

Can One Influencer Move Bitcoin? Commodities Don’t Work Like Stocks.

22

The “Golden Grind”: How Many People Are Still Working After 65?

23

SpaceX IPO: Who Will Actually Make All the IPO Money?

24

Why Everyone Needs an Investing Coach in Their Corner

25

Robinhood Lets You Use AI To Make Trades for You

26

If Timing the Market Works, Why Doesn't Anyone Agree on the Timing?

27

The Billionaire Debate Is Missing the Bigger Picture

28

Big Tech Concentration: The Media Got the Problem Right — But the Solution Wrong

29

IPOs Look Exciting — Here’s the Catch

30

Roth vs. Traditional and How To Take an Income in Retirement

31

Becoming Educated for Retirement. Paul Breaks Down 30 Years of Lessons (Part 2)

32

Becoming Educated for Retirement. Paul Breaks Down 30 Years of Lessons (Part 1)

33

Crypto Faces a Regulatory Turning Point in the U.S. Will This Deflate Its Value?

34

These Fees Are Crazy: A Full Breakdown of the Expenses of Annuities

35

Alternative Investments Can Turn Long-Term Investors Into Short-Term Gamblers

36

Excitement Around the SpaceX IPO Is Peaking. Should You Invest?

37

This One Stat Makes You Most Likely To Run Out in Retirement

38

Why AI Needs Regulation: Tech Leaders Don’t Share Everyone’s Values

39

Robinhood Made Investing Simple — But at What Cost?

40

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

41

10 Sneaky Expenses Draining Your Bank Account

42

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

43

This Shark Tank Pitch Would Put Your Retirement at Risk

44

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

45

Making Sure You Leave Space for Fun in Retirement

46

Unexpected Family Expenses: How Families Shift To Raise Children

47

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

48

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

49

Should Economics Be a College Requirement? Paul Thinks So

50

Risk in Investing Is More Complex Than You Think

51

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

52

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

53

Could Speculative Weather Trading Improve Weather Forecasting?

54

The Market Is Flooded With Smart Investors Who Set Prices Together

55

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

56

National Financial Literacy Month: How Is Your Financial Literacy?

57

Professional Financial Pundits Are Not Financial Planners

58

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

59

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

60

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

61

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

62

Diversify and Hold: The Confident Investor’s Strategy

63

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

64

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

65

Is Owning the S&P 500 Enough for Retirement?

66

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

67

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

68

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

69

The Design of Your Portfolio Determines Its Performance

70

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

71

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

72

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

73

Paul and Evan Cover Basic Financial Questions

74

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

75

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

76

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

77

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

78

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

79

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

80

Is a War in Iran Likely To Hurt Your Retirement?

81

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

82

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

83

When Will the Tide Turn in Overseas Markets?

84

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

85

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

86

Watch Out: Mortgages That Last Longer Than the House

87

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

88

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

89

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

90

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

91

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

92

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

93

Choosing Your Investments Based on Your Time Horizon

94

Asset Class Investing: The Key to Avoiding Uncompensated Risk

95

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

96

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

97

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

98

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

99

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

100

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

101

Annuity Sales Are Dangerous. Here Is the Proof.

102

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

103

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

104

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

105

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

106

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

107

Properly Preparing to Pass Your Finances to Your Loved Ones

108

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

109

Most Investors Fail the Diversification Test

110

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

111

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

112

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

113

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

114

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

115

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

116

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

117

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

118

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

119

You Should Always Take Social Security at Age …

120

The Reason People Aren’t Becoming Homeowners in 2025

121

Robinhood Has Changed the Culture of Investing for the Next Generation

122

America in Decline: Economies Need Populations to Grow

123

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

124

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

125

Propagandist Uses War-Time Strategies on American Consumers

126

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

127

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

128

This Is How To Move From Anxiety to Confidence

129

What Happens if You Put Tax Benefits Before Everything Else

130

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

131

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

132

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

133

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

134

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

135

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

136

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

137

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

138

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

139

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

140

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

141

Progress Comes Through Effort: Socialism vs. Capitalism

142

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

143

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

144

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

145

Watch Someone Teach an Advisor How To Manipulate Your Emotions

146

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

147

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

148

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

149

Building Your Confidence in Your Financial Future (Part 2)

150

Building Your Confidence in Your Financial Future (Part 1)

151

An Investing Lie the Media Wants You To Believe

152

Are We in an AI Stock Bubble?

153

Jim Kramer Is Selling Books and Selling Investors on Market Timing

154

Running Out of Money at the Worst Possible Time

155

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

156

Gold Hits New Record High and Emotional Investors Get Sucked In

157

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

158

The Hidden Costs of Trying To Win Big With Stocks

159

Popular Trends from 2025 in Financial Planning

160

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

161

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

162

Why Annuity Payouts Get Worse Every Year

163

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

164

How To Sell an Annuity in 10 Minutes

165

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

166

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

167

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

168

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

169

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

170

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

171

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

172

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

173

Someone Finally Shares How They Were Scammed at a Steak Dinner

174

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

175

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

176

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

177

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

178

Choosing Default Investments Overexposes You to Companies Like Amazon

179

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

180

Boredom: An Overlooked Ingredient to Financial Success

181

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

182

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

183

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

184

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

185

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

186

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

187

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

188

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

189

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

190

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

191

Just Say “No” to Alternative Investments

192

How To Invest During a Trump Presidency With Chris Hand

193

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

194

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

195

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

196

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

197

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

198

Check Your 401(k) Regularly for These Bad Investments

199

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

200

Trust Your Gut! Ignore Investing Garbage Like This Phony Ad

201

Leaving Your Politics Out of the Investing Process

202

What Happens if the Social Security Trust Fund Runs Out?

203

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

204

When Is This Stock Market Bubble Going To Pop?

205

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

206

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

207

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

208

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

209

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

210

Try To Avoid These Financial Planning Mistakes

211

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

212

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

213

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

214

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

215

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

216

ETFs Are Becoming the New Market Timing Tool

217

The Unused Asset of Young Investors

218

What’s in the Big Beautiful Bill?

219

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

220

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

221

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

222

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

223

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

224

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

225

Market Update June 2025: When Should You Get Worried?

226

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

227

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

228

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

229

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

230

2025 Social Security Webinar

231

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

232

Wealthy Investors Can Afford To Take Risks and Lose Big

233

Interest Rates Change. Confident Investors Don’t Overreact.

234

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

235

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

236

New to Investing? Take These Steps First

237

A Strong Voice for Market Efficiency Diagnosed With Terminal Lung Cancer

238

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

239

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

240

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

241

Your Financial Plan Needs a Professional, Not a Google Search

242

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

243

Most Investors Want Something That Doesn’t Exist

244

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

245

Social Security Looks Bad; Gold Looks Good

246

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

247

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

248

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

249

Are Tariffs Ruining the Market for Investors?

250

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

251

Significant Income Tax Rates Changes Could Be Coming Soon

252

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

253

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

254

How To Take an Income in Retirement

255

Investing in Stocks Is Still a Good Idea in 2025

256

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