Today, Paul gives an update on the state of the U.S. economy and explains why the jobs and equities markets haven’t struggled the way many people predicted they would in 2025 and 2026. Listen along to hear about how the FED, technology companies, and job markets are working together to respond to AI and innovation in the workplace. Later in the episode, Paul answers a listener’s question about how much of your portfolio needs to be held in bonds in order to weather downturns and still take an income in retirement.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Today, Evan shares an interesting story about how speculative weather markets could be valuable to businesses that rely on weather forecasting to make decisions by crowd-sourcing information about local weather patterns. Listen along to hear why the losers for speculative markets (a.k.a gambling) are always the traders and how these speculative markets don’t appear out of nowhere, but are usually started by companies or industries that partner with trader platforms to get information from users. Later in the episode, Evan discusses some inventions from the last century that have revolutionized the world and how capitalism is the best source of invention and prosperity because it rewards people who take risks.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

The news is full of headlines that sound like expert advice for concerned investors, but the reality is that most of the news is about people trying to predict the future. Today, Evan discusses two powerful ideas that can lead you away from market timing and toward a portfolio that can withstand market fluctuations: market efficiency and the humility to acknowledge that no one can predict the future. Usually, being an educated and confident investor means tuning out the news and sticking to your plan.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Did you know that you can now give up to $19,000 as a gift each year without needing to file a form on your tax return? Today, Evan covers some basic information about how you can help set your children and grandchildren up for financial success through gifting. Listen along as Evan covers the different kinds of accounts available and the lifetime gifting amount updates available to people in 2026.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

“The Investor Coaching Show” is here to help you relax about money by teaching you the fundamentals of money and investing and helping you avoid common investment traps. Today, Evan jumps into a conversation about financial literacy in light of April being National Financial Literacy Month. Few people are really given a proper financial education growing up, but financial literacy doesn’t mean knowing every financial term out there. Listen along as Evan breaks down some basic concepts we use to help investors stay on track and relax about money.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Anytime a well-known pundit or financial personality encourages you to pay to join an investing club for inside information, you should walk away. Today, Paul shares some recent financial advice from Jim Cramer, how often he has flip-flopped, and how the research has proven that people would be better off doing the exact opposite of what he has recommended. This isn’t just specific to Jim, but it is the reality of a whole industry full of pundits pretending to be your financial planner.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Today, Paul shares some of the most common concerns that investors are bringing to the office right now and why it’s helpful to talk to an advisor about what you’re seeing before you assume that it works with your financial plan. Listen along as Paul shares insights about the SpaceX IPO, a popular ETF with questionable returns, and Trump’s announcement regarding a timeline for the war in Iran, and helps you see some of the risks that aren’t being discussed in the news.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Today, Paul focuses on the vast majority of American investors who are blindly trusting the industry and are now overweighted in one of the year’s most poorly performing market segments. Listen along as Paul explains why overweighting in large U.S. companies has been an industry favorite for years, even though investment firms know this practice leaves investors vulnerable to numerous risks. Paul also explains how focusing your attention on the most well-known and profitable companies can actually weaken your portfolio. Later in the show, Paul shares how Blue Owl investors wake up and pull over $5 billion from the company’s private equity funds.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.

Paul started his financial career the way most people do: learning about financial products from insurance companies and brokerages, then trying to sell those products to investors for a commission. Listen along as the Investor Coach shares some inside industry information to help you understand that the whole industry is designed to appeal to your fear, greed, or loyalty to sell you solutions to problems that the industry has invented. Paul explains how to spot these sales tactics and what you need to become a more confident investor.

Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.