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The Investor Coaching Show with Paul Winkler

The Investor Coaching Show
Stock Market
Investment Strategies
Investing
Annuities
S&P 500
Diversification
Private Equity
Retirement Planning
Inflation
Social Security
Retirement Income
Bitcoin
Artificial Intelligence
Gold
Robinhood
Financial Planning
Market Timing
Market Efficiency
Cryptocurrency
Financial Education

A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.

PublishesDailyEpisodes209Founded8 years ago
Number of ListenersCategories
BusinessInvesting

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Latest Episodes

In 2025 in the U.S. alone, insurance companies and insurance salespeople sold almost half a trillion dollars of annuities. Today, Paul and Dan explain how so many people get sold on a product they don’t fully understand and offer a real breakdown of ... more

YouTube

The industry is working really hard to push alternative investments right now. The pitch is that the old way is broken and that these new investments are the true path forward to building wealth. Today, Paul and Dan talk about how frustrating it is t... more

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Today, Paul and Dan discuss how the SpaceX IPO is dominating headlines, leading investors to wonder whether they will miss out if they don’t jump in. Listen along as Paul shares some painful stories about investors taking a big gamble on single compa... more

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Many retirees don’t realize that suffering major portfolio losses during the first few years of retirement can dramatically increase the odds of running out of money later on. In this episode, Paul and Evan explain sequence of returns risk, why early... more

YouTube

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Vlad Tenev
Robinhood CEO
Robinhood
Episode: Robinhood Made Investing Simple — But at What Cost?
Jim Wood
Certified Financial Planner
Independent advisor
Episode: Paul & Jim: The Industry’s Other Side — Advisors Represent Firms, Not Clients
Dan Hill
Colleague and participant in the discussion
Unspecified
Episode: Unexpected Family Expenses: How Families Shift To Raise Children
Paul Christopher
Wells Fargo Investment Institute guest
Wells Fargo Investment Institute
Episode: “I’m 45 and Expect a Good, Long Recession.” Here’s What He’s Doing About It.
John D'Agostino
Head of Institutional Strategy at Coinbase
Coinbase
Episode: Bitcoin’s Decline: Can It Compete With the Dollar? Does It Work as an Investment?
Mona Mahajan
Head of Investment Strategy at Edward Jones
Edward Jones
Episode: Edward Jones Head of Investment Strategy Encourages Investors to … Market Time
Parker Brown
Attorney from Fidelis Law specializing in estate planning
Fidelis Law
Episode: How To Keep Your Legacy From Being a Headache: An Interview With Attorney Parker Brown (Part 2)
Summer Mercinger
CEO of the Blockchain Association, previously served as a commissioner at the CFTC
Episode: Crypto and Fiat-Based Currencies. What Is Happening Around Stablecoin and the New Crypto Law?
Rachel Schneider
Co-author of The Financial Diaries
NYU
Episode: Cost of Living vs. Quality of Life: Isn’t It Worse Now?

Hosts

Paul Winkler
Lead host of the series with a focus on investor education and retirement income planning; affiliated with Paul Winkler, Inc.
Evan Barnard
Co-host and collaborator on the show, contributing market commentary and guest insights.

Reviews

4.8 out of 5 stars from 23 ratings
  • The expert advice I’ve been looking for!

    I found this podcast at the perfect time! Paul has answered SO MANY of my financial questions. Investing has always been a very daunting and intimidating topic for me, but now I have the information and encouragement I need to move forward. Thanks Paul!

    Apple Podcasts
    5
    soultry
    United States5 years ago
  • Discipline equals freedom...

    Can’t say enough good about the work Paul and his team are doing to educate the average Joe regarding sound investment principles that will lead to true financial freedom.

    The tortoise wins the race, there’s no short cuts and it takes a good coach and discipline in life to achieve success. The Investor Coaching Show will get you there! Those with ears to let them hear...

    Apple Podcasts
    5
    Truefoot
    United States7 years ago
  • So happy to have this content available here now!

    I’m such a fan of Paul’s teaching style and have been for years (since well before his navigation assistance helped me home during the hundred ear Nashville flood). During a 401k committee meeting with Fidelity, I was told I’m probably the only one in the company who knows or cares about things like how valuey or small our “small cap” fund option is, and I give all the credit for that ‘significant, amazing achievement’ to the education Paul and his team have given me.

    Apple Podcasts
    5
    Kel1974
    United States8 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Hosts frequently critique hype and market timing, which helps listeners avoid common traps.
Audience finds explanations accessible and actions-oriented, with practical retirement income strategies.
The show is seen as a trustworthy source for long-term finance education, though some listeners wish for deeper dives into certain topics.
Listeners appreciate the calm, evidence-based guidance offered on investing and retirement planning.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#49
Italy/Business/Investing
Apple Podcasts
#158
Italy/Business

Talking Points

Recent interactions between the hosts and their guests.

Robinhood Made Investing Simple — But at What Cost?
Q: What was the original intention behind allowing prediction markets to exist within financial platforms?
The guest explains that the intention was to create more comprehensive financial tools while acknowledging the risk of misuse, and emphasizes the need for regulation and transparency to protect end investors.
How Do You Know an Investment Firm Is Right for You?
Q: How do you know that the person is the right one?
The host describes the importance of education, fiduciary duty, avoiding commissions, and transparency about investment philosophy and tax knowledge as the core criteria listeners should verify when choosing an advisor.
Cathie Wood Got It Wrong in 2025, but What Does She Think About 2026?
Q: What advice do you have regarding passive income and protecting against loss of income?
Paul Winkler emphasizes the importance of disability insurance as a means to secure income when unable to work, suggesting that this is a vital consideration in financial planning.
Cathie Wood Got It Wrong in 2025, but What Does She Think About 2026?
Q: What are the lessons learned from the investment losses in 2025?
Cathie Wood's response implies that acknowledging mistakes is part of learning for fund managers, even though it comes at the expense of investors. Paul Winkler criticizes this notion.
Musk’s Huge Payout Package/When You Need a Counselor and Not a Financial Planner
Q: What should I do if my boyfriend wants to marry me, and I'm concerned about finances?
Consider getting a prenup and safeguarding your own financial future and that of your children.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Investor Coaching Show

What is The Investor Coaching Show about and what kind of topics does it cover?

The show provides practical, education-focused guidance for long-term investing and retirement planning, with frequent discussion of risk, diversification, time horizons, and tax-advantaged accounts. Episodes mix market context with listener questions, real-world examples, and critiques of market timing and overhyped products. A notable strength is a calm, rational approach to volatility, often explaining complex concepts in accessible terms, and a recurring emphasis on retirement income planning and financial literacy for newer investors.

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How many subscribers and views does The Investor Coaching Show have?

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Which podcasts are similar to The Investor Coaching Show?

These podcasts share a similar audience with The Investor Coaching Show:

1. The Clark Howard Podcast
2. Talking Real Money - Investing Talk
3. The Ramsey Show
4. The Dan Bongino Show
5. DarkHorse Podcast

How many episodes of The Investor Coaching Show are there?

The Investor Coaching Show launched 8 years ago and published 209 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Investor Coaching Show?

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What guests have appeared on The Investor Coaching Show?

Recent guests on The Investor Coaching Show include:

1. Vlad Tenev
2. Jim Wood
3. Dan Hill
4. Paul Christopher
5. John D'Agostino
6. Mona Mahajan
7. Parker Brown
8. Summer Mercinger

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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