The Investor Coaching Show with Paul Winkler

Hosted by The Investor Coaching Show

Business

Website RSS feed

Episodes

200

Latest episode

Nov 2026

Language

About the show

A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.

Listen to episodes

60 recent

November 10, 2026Episode 174921 min

Want To Know Why Stock Prices Change? Look At This Factor First

Today, Paul and Evan talk about a misconception that investor demand is the primary factor that affects stock prices. This leads people to believe that they can get in on a company when demand is low and reap big returns when people come around to the company. Listen along as these two advisors explain why prices can actually go down on “hot” companies and why the expected earning of a company in the future is usually a more telling sign on whether the price is headed up or down. Paul wants confident investors to know that markets rely more on the earnings of companies than stock supply and demand hype. This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

November 9, 2026Episode 174621 min

A Funny Halloween-Themed Case For Buying and Holding

Today, Paul shares a dracula-inspired clip that claims dead investors and investors who have forgotten their accounts may be more successful than people trying to improve their portfolios through trading. Why is that? Paul breaks down the claim, talks about the research cited from the early 2000s, and explains why active management is viewed as an advantage in academic investing circles. The two go on to talk more in depth about what it really means to rebalancing a portfolio vs. reallocating based on predictions of the future. This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

November 6, 2026Episode 174827 min

Investors and FINRA or Investment Firms: Who Is Coming Out On Top?

Today, Paul and Evan talk about the frustrating relationship between the companies who provide financial services and the governing organization that is supposed to be keeping them in check. Listen along to hear why investors need someone on their side amidst an industry that markets with messages like fiduciary responsibility, prudence, and expert guidance while it sells commission-based products, places nuanced concepts in ADVs, and pushes investors into arbitration when conflicts arise. This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

November 5, 2026Episode 174527 min

The Investor Coaching Show: Halloween 2026

Paul shares a Halloween tradition on the Investor Coaching Show with the 12 Scariest Things You Can Hear From Your Broker This Halloween. Paul and Evan talk about some of the more recent spooky offering being marketed to investors like indexed-annuities and AI financial advice and why it’s important to become educated about what these products really are and why some of the claims around them could mislead investors into thinking they are getting ahead when they are really not. Later in the episode, Paul shares about how Binance is racing to cover losses after hackers stole $6.3B from the company - making this the largest crypto heist in history. Paul and Evan talk about how the heist only took about 20min which is surprising coming from a company that sells Bitcoin and touts the safety of these alternative assets. This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

November 3, 2026Episode 174422 min

You Don’t Need To Pick The Winners To Be A Successful Investor

It’s easy to get swept into the idea that successful investors are the ones who are able to pick the future winning companies and avoid the losers. Today, Paul shares about a record amount of money put into a semiconductor ETF and why this is a kind of investing around tech and the future is a form of stock picking that is hard to see. Listen along as Paul talks about how a portfolio built on academic principles includes large and small companies, foreign and domestic companies, and established and distressed companies which help you capture the upside without needing to pick tomorrow's winners. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

November 2, 2026Episode 174326 min

Paul Tell You Just What He Thinks About Hedge Funds

Hedge funds are typically seen as advanced, intelligent, flexible investments that allow investors to beat markets, exercise options contracts and perform well even when markets are going down. Today, Paul talks about why he doesn’t see them this way and how “ultra-savvy” investment options are typically only for accredited investors because they are seen as wealthy enough to be able to take unnecessary risks and lose. Paul shares an interview from last week where a hedge fund company is called out for having poor performance when the market went down – even though they have the ability to hedge against the market. Later in the episode, Paul talks about why Americans seem to be sour about the US economy when the numbers tell a different story. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

October 30, 2026Episode 174217 min

Paul Puts Election and AI Fears in Perspective

With the midterm elections approaching, investors hear warnings about how a change in political power could affect their investments. Today, Paul looks at a Bloomberg commentator's claim that a Democratic victory could slow AI investment and allow China to pull ahead of the United States – damaging the economy and our future safety. Listen along as Paul explains why confident investors don’t make investment decisions based on which party is in office and explains why long-term market returns are driven more by company profits than by politics. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

October 29, 2026Episode 174122 min

Your Advisor Might Not Understand the Annuities They're Selling

Paul knows firsthand that many advisors are taught more on how to sell products than to understand them. This poses a huge risk to investors who need to trust an advisor to build a financial plan that helps them reach their goals. Today, Paul talks about the growing trend of indexed annuities sales and wants you to see past the marketing materials to see the true risk of these kinds of products. Listen along as Paul breaks down new indexed annuity products that dabble in private equities and a story of how an investor got into trouble without understanding all the risks. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. Article Referenced: https://www.wsj.com/finance/the-sleepy-insurance-product-that-came-to-power-private-credits-ascent-e9586fa3 This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

October 15, 2026Episode 173822 min

The Hidden Risks of Income Investing

Rental income, dividend-paying stocks, and high-yield bonds are often sold as reliable ways to generate income. Today, Paul shares a conversation with an investor using these strategies and explains where the risks can hide. Listen along as he breaks down why rental income may be less passive than it sounds, why high-yield bonds carry added risk, and why chasing dividends can lead investors into distressed companies. Later in the episode, Paul talks about what it’s like to work as a financial planner, why the standards aren’t strenuous enough, and what he thinks you should be looking for when you're finding a financial planner. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

October 14, 2026Episode 173729 min

Wall Street Asks For Your Trust, Have They Earned It?

Paul believes the investment industry is partly to blame for why so many people distrust investing and struggle to save. Today, he looks at two examples: investors being encouraged to leave stocks after the 2008 crash and return only after the recovery, and the rise of apps like Robinhood that sell the dream of day-trading success. Listen along as Paul explains why he continues to push back against emotional investing and why a more academic approach has helped investors stay disciplined. Later in the episode, Paul shares an ad for the show almost 25 years ago and remembers the tech bubble and how that compares the landscape of investing now with AI companies. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, ﬁnancial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All ﬁnancial decisions involve risk, and you should consult qualiﬁed professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.