The Investor Coaching Show with Paul Winkler The Investor Coaching Show

In a two-part episode, Paul interviews Dr. John Kennedy from Trevecca University. Dr. Kennedy began his career as an accountant and now teaches research methods, statistical analysis, and psychological testing classes as a member of Trevecca’s counseling department and practicing national certified counselor. Paul and John talk about the importance of psychology and mental health and how financial health is first a battle of the mind. Listen along as the two share their experience in the field of psychology, research, and financial planning to help you navigate your own feelings and thoughts in today’s world. 
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

In a two-part episode, Paul interviews Dr. John Kennedy from Trevecca University. Dr. Kennedy began his career as an accountant and now teaches research methods, statistical analysis, and psychological testing classes as a member of Trevecca’s counseling department and practicing national certified counselor. Paul and John, talk about the importance of psychology and mental health and how financial health is first a battle of the mind. Listen along as the two share their experience in the field of psychology, research, and financial planning to help you navigate your own feelings and thoughts in today’s world. 
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

What age did you start investing? Paul teaches a personal finance class at Trevecca, and this was one of many questions he wasn’t able to answer in time. This question starts Paul and Ira on a great conversation about their first experiences with investing and selling investment products. Listen along as Ira shares his first experiences in the industry and Paul shares a guiding philosophy that has helped him in investing. Later in the show, the advisors share about why the American Dream Experience can help people step into conversations about saving, purpose, and investing while avoiding some of the most common mistakes.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Actively managed portfolios usually have high fees and are full of strategies that lower the diversification of your investment and engage in market timing and speculation. As a result, the industry has another product for the more conservative investor – index funds. There are more than 3 million index funds available on the market in 2024. They are sold as a great way to capture market returns at incredibly low costs. In a two-part episode, Paul helps you become an educated investor by explaining what indexing is and why these products aren’t a good solution to the problem of actively managed funds. 
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Actively managed portfolios usually have high fees and are full of strategies that lower the diversification of your investments and engage in market timing and speculation. As a result, the industry has another product for the more conservative investor — index funds. There are more than three million index funds available on the market in 2024. They are sold as a great way to capture market returns at incredibly low costs. In this two-part episode, Paul helps you become an educated investor by explaining what indexing is and why these products aren’t a good solution to the problem of actively managed funds. 
 
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call. 

Paul and Ira talk about an article from the Federal Trade Commission about scammers using QR codes to steal your personal information. After Paul received a piece of mail with a QR code on it last week that seemingly offered a deal on something if he scanned it, he warns that these codes can be used for more than just easy access to a website. Later in the episode, Paul talks about a snapchat feature that is feeding the insecurities of teens. 
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.