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The Investor Coaching Show with Paul Winkler

The Investor Coaching Show with Paul Winkler

Auteur(s): The Investor Coaching Show
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À propos de cet audio

 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.Paul Winkler, Inc. Finances personnelles Économie
Épisodes
  • Companies Are Marketing Against the 60/40 Portfolio Because They Mismanage Them

    Companies Are Marketing Against the 60/40 Portfolio Because They Mismanage Them
    Dec 19 2025

    Paul and Jim cover an article and an interview that spreads misinformation about 60/40 portfolios and exposes the industry's problem with them: They never set them up or manage them correctly, and then complain about the results. Listen along to learn about why the industry wants to push you in other directions when taking retirement income and what the Nobel Prize-winning research says instead.

    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.
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    34 min
  • You Should Always Take Social Security at Age …

    You Should Always Take Social Security at Age …
    Dec 18 2025

    Today, Paul and Jim discuss an article that claims the math proves the optimal age to take Social Security is 70. Listen along as these advisors talk about why each plan is unique and some reasons it may be a bad choice to take it at that age. Confident investors know that taking benefits at a mathematically perfect age can be a trap, but learning about your own plan and goals can help you discover the right age for you to start taking benefits.

    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.
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    13 min
  • The Reason People Aren’t Becoming Homeowners in 2025

    The Reason People Aren’t Becoming Homeowners in 2025
    Dec 17 2025
    Paul and Jim open the episode by discussing a challenge that often sneaks up on newly retired investors: trusting the process and letting their money work for them. The two advisors then acknowledge the difficulty of becoming a homeowner in 2025 and share a few different opinions about why the average age of a first-time homeowner is now 40. Listen along as they break down these takes and add their experience to the conversation.

    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.
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    33 min
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