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.
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
We’re Tired of Seeing Investors Hurt by the Investing Industry
Companies Invest in Risky Products and then Blame the 60/40 Portfolio
Two Great Listener Questions About Annuities and Electric Vehicles
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
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