The Investor Coaching Show Cover

Get Podcasts Sent to Your Inbox

Ask The Investor Coach

Submit a question to be answered on The Investor Coaching Show

Note: Depending on the volume and types of questions, we may not be able to answer yours.

Financial Questions

Latest episodes


Companies are struggling to move their products and meet the pent-up demands of American consumers. Paul and Anne talk about the issues with ports and the trucking industry and why high prices aren’t necessarily a sign of permanent inflation. Listen along to hear how companies can adapt to increase supply and why investors should hang tight and wait for this to pass. Later in the episode, Paul talks about a proposed regulation that would make ESG funds a standard option in all retirement accounts.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


Paul answers a listener who wants to know more about life insurance retirement plans (LIRPs) and if they should be used for retirement. Listen along to hear about life insurance retirement products, how the money accumulates, and how you take an income on the policies. If you’ve ever wondered about these products, this episode explains how life insurance costs affect your retirement.

You can view a sample life insurance rate sheet by clicking the image:


Studies show that investors don’t have the retirement investments they ought to have based on the market’s returns. Large investment companies lead you to believe that market performance is the issue, but that is inaccurate. If you are trusting these companies with your retirement by using target date funds or allowing the companies to choose your investments, this episode is for you. Listen along to hear why it pays to know more about your investments and not blindly trust large investment companies.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


Paul talks about how some academics use their research to promote products with large commissions. Listen along to hear why it’s not enough to follow every bit of research because not all academics are created equal. The research must be properly vetted.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


Financial companies market products to you based on what you think drives returns. These products can promote stock choice, low costs, or asset allocation, but Paul talks about what really drives returns and why investors should take a certain type of risk. He then describes the kind of return that has proven trustworthy in your investments. Later in the show, Paul talks about a warning from the IMF on cryptocurrencies.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


Having humility and an eagerness to learn are essential to success. Pro athletes listen to their coaches. Business leaders have business mentors. Today, Paul talks about how coachability creates success in investing and why your past investment mistakes might put you in a better place to succeed. Later in the episode, Paul talks about whether the IRS will be monitoring more bank accounts.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


A large segment of the financial industry touts using advanced technical analysis to follow the daily patterns of markets, stocks, and cryptocurrencies to make better predictions about the future. Today, Paul and Jim talk about where research and analysis fit in investing and what you should know about companies that sell technical investment analysis products.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


Paul connects the dots between the trends of the market and the attitudes of investors now versus the late ’90s. Listen along as Paul and Jim discuss what happened to investors in the ’90s and some modern parallels we see today. Later in the show, Paul and Jim cover some blindspots that open up investors to poor investment choices.0

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


Paul finds a video evangelizing digital currencies and trying to convince investors that passing on crypto is the biggest mistake you can make. Listen along as Paul fills in the gaps and explains what they aren’t telling you about cryptocurrencies.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.


Congress has a new proposal that would change the kind of investments you can put in tax-advantaged accounts. Congress is proposing limits to how much you can gain in a Roth from lucky stock picks. Today, Paul talks about what is going on and what the legal and financial risks are of using your retirement accounts in unconventional ways. Later in the show, Paul talks about possible changes to Thrift Savings Plans.

Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.

Other Ways To Listen

Stream or download via these podcast apps.

 
 

 

 

Subscribe by email