Client Resources

April 2020

Are the big fund companies really in your corner?

April 30, 2020

The Investor Coaching Show Cover

<img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209" alt="The Investor Coaching Show Cover" />

Debt and Good Coronavirus News

April 30, 2020

Paul, Jonathan, and Ira discuss a variety of topics, including problems with debt and

The foundation: savings and emergency funds

April 29, 2020

One of the most important things to focus on when building a home is

The Investor Coaching Show Cover

<img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209" alt="The Investor Coaching Show Cover" />

Personality Types and Investing

April 27, 2020

Paul, Anne, Arlene, and Jonathan talk about how personality traits affect investor performance. They

The Investor Coaching Show Cover

<img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209" alt="The Investor Coaching Show Cover" />

Different Coronavirus Responses by Country and State

April 24, 2020

Paul, Arlene, Anne, and Jonathan discuss the response to COVID-19 in different countries, including

Women, COVID-19, and New Realities!

April 22, 2020

“Between stimulus and response there is a space. In that space is our power

The Investor Coaching Show Cover

<img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209" alt="The Investor Coaching Show Cover" />

Financial Advising and Young People

April 22, 2020

Paul, Anne, Arlene, and Michael discuss some of the most common weaknesses millennials have

The Investor Coaching Show Cover

<img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209" alt="The Investor Coaching Show Cover" />

Online Meetings

April 17, 2020

Paul, Evan, Arlene, and Ira discuss the effects of increased online meetings on businesses,

The Investor Coaching Show Cover

<img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209 lazyload" alt="The Investor Coaching Show Cover" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 150px; --smush-placeholder-aspect-ratio: 150/150;" /><noscript><img width="150" height="150" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2020/04/PWI_Podcast_Cover_FB-scaled.jpg" class="attachment-medium_large size-medium_large wp-image-47209" alt="The Investor Coaching Show Cover" />

Lawsuits Against Universities

April 16, 2020

Paul, Ira, Evan, and Arlene talk about lawsuits against some universities that are not

Building a plan to achieve your financial ambitions

April 15, 2020

At the beginning of every year, Americans engage in the tradition of setting New

The Investor Coaching Show Cover

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Coronavirus Accelerates European Efforts to Block Foreign Takeovers

April 15, 2020

Paul, Ira, Evan, and Arlene discuss the effects of the novel coronavirus epidemic on

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The Federal Reserve’s Role in Protecting the Economy

April 10, 2020

Paul, Evan, Dan, and Ira discuss why the Federal Reserve was created and the

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