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.
Fiscally Fit in Your 40s: How to Tell If You’re on the Right Track
Something You Should Know About Inheriting a Home From a Relative
Do You Understand Why Choosing the Companies You Invest in Is Dangerous?
We’re Seeing a Trend Toward Passive Funds. Is that enough?
The First Step to Relaxing About Money
Stock Pickers Beware: Public Opinion Sets Stock Prices in the Short Term
Starting a Foundation for Charitable Giving Might Be a Bad Idea
Republican or Democrat: Is One Party Better for Markets?
Does Paul Hate Annuities? — Part 2
Does Paul Hate Annuities? — Part 1
What You Can Learn From the 15 Worst Performing Mutual Funds of 2023
New Bitcoin ETF Approved Last Week — Here’s What You Should Know
Ira Has Changed His Opinion on 529 Plans
The FAFSA Just Got More Complicated to Fill Out
The Industry Is Abandoning ESG. No One Should Be Surprised.
Don’t Blindly Trust Advice From Wealthy Investors
Bad News Can Make the Market Go Up. Here’s How.
Constantly Updated Financial Advice Is a Red Flag
Investing Involves Risk. Here’s How We Manage It.
Taxes and Investing: Don’t Make This Common Mistake
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