The Investor Coaching Show with Paul Winkler
Business:Investing
Anne brings in an article about how the financial process looks different for people who have generational wealth and what kind of conversations an advisor would have with someone who has less fear of “losing it all” and a greater expectation of leaving a legacy to future generations. Paul shares his insight on why having a strong purpose for your money will give you clarity about conversations around legacy, and he cautions people against letting their feelings lead in the investing process. Even the wealthiest investors can let fear and greed keep them from relaxing about money.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
This Is How You Find Out If Your Financial Advisor Is Helping You or Just Selling to You (Part 1)
Focusing on What Matters with Business Coach Charles Alexander (Part 2)
Focusing on What Matters with Business Coach Charles Alexander (Part 1)
It’s Been 34 Years Since the NIKKEI Was This High
CNBC Claims to Be a Good Resource for Investors. It Is Not.
Is It Possible to Build a Portfolio Without Stock Picking?
Reflecting on a Life Well Lived: Understanding Your True Purpose for Money
The American Dream Experience: Building a Roadmap for Life and Money
Should Politicians Be Able to Trade Stocks?
Staying Flexible When Taxes and Inflation Creep In On Your Financial Goals
One Reason Heavy Media Consumption Is So Dangerous
Talking About Anxiety with Two Mental Health Professionals (Part 2)
Talking About Anxiety with Two Mental Health Professionals (Part 1)
Interview with College Financial Aid Counselor, Jacob Lagesse (Part 2)
Interview with College Financial Aid Counselor, Jacob Lagesse (Part 1)
Do You Remember Y2K?
A Hedge Fund Manager Claims Passive Investing Broke the Market
Should You Consider Long-Term Care Insurance?
When Should You Walk Away From an Advisor or Firm?
The First Investing Statistic Paul Has Ever Heard About Groundhog Day
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