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


An investor reached out to Paul this week to ask about investing in the Invesco QQQ ETF—a fund that tracks technology companies. Paul takes a look at the ETF, its past performance, and the promises this company makes about the fund. Listen along to hear the Investor Coach explain why you should resist the urge to invest when you find a fund that has high ratings, a great story, and seemingly incredible returns.

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


Today, Paul and his team talk about the most popular podcast episodes in 2021 month by month. Listen along to reflect on what was most important to investors last year, financial products and philosophies that hurt investors, and some of the trends that might follow us into 2022.

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


Today, Paul and his team talk about the most popular podcast episodes in 2021 month by month. Listen along to reflect on what was most important to investors last year, financial products and philosophies that hurt investors, and some of the trends that might follow us into 2022.

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


In the second half of this episode, Paul talks to those who have tried to set goals and just haven’t found success. How do you set goals? How do you reflect on what you really want and then take the steps to reach it? Today, Paul, Evan, and Anne offer some advice. Listen along to this two-part episode as they talk about the importance of personal goals, how to assess yourself personally, their strategies and philosophies, and the building blocks of a fulfilled life.

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


In order to achieve your goals, you need to know your strengths and weaknesses and where you are and where you’re trying to go. Paul brings Evan and Anne in to continue the conversation about approaching the new year and a holistic approach to goal setting. Listen along to this two-part episode as they talk about the importance of personal goals, how to assess yourself personally, their strategies and philosophies, and the building blocks of a fulfilled life.

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


Paul and Chad talk about risk and a common way people let emotions and chance into their financial futures. Listen along to hear about what investors can learn about the failure of risk tolerance questionnaires and why you don’t want to evaluate the kind of risk you take based on how you’re feeling at any given moment. Paul explains how this can ruin years of wise investment decisions.

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


Most people only plan weeks or months into the future. Very few have the forethought to plan years, decades, or generations ahead. Paul and Jim continue their discussion on setting goals in the new year by explaining how you can evaluate yourself and your finances to choose relevant and attainable goals. Listen along to hear how Paul evaluates his life and goals and the areas you don’t want to overlook as you look forward to 2022.

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


Paul isn’t crazy about New Year’s resolutions and shares his process of setting and achieving goals as we roll into a new year. Listen along as Paul and Jim talk about SMART goals and how to define success in your finances as we move forward into 2022.

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


Paul and Chad walk down memory lane and share their favorite memories of Christmas past. Listen as Paul talks about how we should revisit our favorite past experiences and understand how they have added to our lives by building character, teaching valuable lessons, and motivating us for the future.

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


Paul dedicates an episode to wish you and your family a merry Christmas. Paul and Chad react to his parody of “’Twas the Night Before Christmas,” Paul shares the Polish traditions and meals he grew up with around this time, and he talks about his new book and audiobook.

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