The Investor Coaching Show with Paul Winkler

Today, Paul explains that many people don’t want to do their homework before hiring a financial advisor. We love to trust word of mouth, or worse, the marketing materials of an advisory firm. Paul reminds investors that you don’t buy a car without doing some research or a home without having a proper inspection. The financial consequences of going 30 years of saving and investing without vetting your advisor can be dire. Listen along as Paul shares how to do the research and end up with the right planner.    For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call [http://paulwinkler.com/call].

Paul shares three examples of conversations where clients were operating with some old information about their financial situation and were looking for advice. In those situations, you can either tell clients what you think they should do or empower them to learn about finances and make a decision that feels best for them. Listen along as Paul shares some common misconceptions investors face and why you want an advisor who teaches you how to think through your own decisions.    For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call [http://paulwinkler.com/call].

When you work with a financial advisor, you are hiring someone to work for you and you should expect them to be qualified. Today, Paul asks: Do you know what financial advisors are supposed to be doing? And do you know how to vet an advisor to make sure they are the right fit? Listen along as Paul answers both of the questions and addresses things to be on the lookout for when you search for a good advisor.    For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call [http://paulwinkler.com/call].

The financial industry is working hard to convince investors that everyone should be dialing back the risk in their portfolios due to tariffs. Paul asks: Isn’t this just market timing? Listen along as Paul shares why making changes to a diversified portfolio means opening yourself up to inflation risk, losing out on upside potential, and ultimately engaging in market timing. Paul explains the real effect tariffs have on markets and why we have every reason to believe that stocks will continue to provide the same kinds of returns we have seen over the last 100 years.   For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call [http://paulwinkler.com/call].

In today's episode, Paul discusses investor fear about changes due to the shifting economic climate. It is so easy to hear how the media talks about what is happening and assume we are close to a complete system failure, but that is not true. Listen along as Paul shares the many self-correcting mechanisms that exist in a free market economy and illustrates how uncertainty can create more rewards for investors and stabilize markets.    For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call [http://paulwinkler.com/call].