The Investor Coaching Show with Paul Winkler
Business:Investing
Today, Paul brings a few questions from his time teaching financial stewardship at Trevecca and wants Evan and Anne to share their perspectives. They start by tackling the question, “What was the best investment you’ve ever made?” and then pivot to talking about how to know you’re on track to retire. Listen along as both Paul and Evan share their best investments and the advisor gives a clear framework for tracking your retirement goals.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
An Employer Gets Sued Over ESG Investing in a 401(k)
What You Should Know in 2023 About Your IRAs and Taxes
College Is Coming — Here’s How to Start Saving for It
You Have 10 Years to Empty an Inherited IRA. You Need a Plan.
Caring for the Investor, Not Selling Products for a Broker-Dealer
Protecting and Maintaining a Special Needs Trust
Making a Plan for Children Who Struggle With Independence With Chad Henson
LPL’s Strategic Management Program: How to Tell When a Company Is Gambling With Investors’ Money (Part 2 of 2)
LPL’s Strategic Management Program: How to Tell When a Company Is Gambling With Investors’ Money (Part 1 of 2)
Why Not Go All In On Emerging Markets?
Is the Media Predicting Downturns Because They Care About Investors?
This Is Why Getting Out of Volatile Markets Is a Big Mistake
Morningstar Gets it Right: 7 Investments You Want to Avoid
Beyond Money: Preparing to Live Your Best Years in Retirement
Are Gold Investors Happier with Their Investments?
Paul Talks About Investing and the Economy with Matt Murphy on WTN
The FED Raised Rates, AI Takes Drive-Thru Orders, and Paul Is Still Optimistic
Don’t Underestimate Value Companies in a Portfolio
Will You Outlive Your Money? Comparing Annuities to an IRA Strategy (Part 2)
Will You Outlive Your Money? Comparing Annuities to an IRA Strategy (Part 1)
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