Paul Winkler, Inc.

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Paul Winkler, Inc. A team of financial advisors to help you relax about money. Paul Winkler, Inc., located in Goodlettsville, Cool Springs, Murfreesboro & Mt. Paul Winkler, Inc.

We do this by helping you understand investing, organize your financial life, and find the freedom to pursue your purpose Juliet, strives to coach people to achieve their "True Purpose for Money™.” They believe that educated investors are confident investors. They care for their clients & their family’s financial future because they realize that their client’s goals & dreams are every bit as important as their own. In addition to our regular one-on-one meetings with their clients, they will provide regular education seminars & workshops to help keep clients informed regarding topics related to their financial well being. With a focus on 401(k)s, retirement planning & managing non-qualified assets, the advisors at Paul Winkler, Inc. strive to solve the frustrations that investors face on a daily basis such as: how to understand their investments, concerns about the conflict of interest with commission based advisors, educating investors on their risk tolerance, managing investor expectations when it comes to investment results. is an investment adviser registered with the Tennessee Department of Commerce and Insurance, Securities Division. may only transact business in those states where it is licensed or qualified for an exemption or exclusion from licensing requirements.

The turnover ratio in your portfolio is there to show you how much the holdings have changed over the last year. Paul ta...
10/05/2026

The turnover ratio in your portfolio is there to show you how much the holdings have changed over the last year.

Paul talks about market timing and why having a high turnover ratio is the easiest way to see if your advisor or manager is actively managing your retirement savings.

Listen along to hear how prevalent market timing is and how confident investors check in to make sure they are truly building and holding on to investments in the long-term.

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Paul shares that while most people believe that the FED sets interest rates and the markets follow, it’s actually the ot...
10/02/2026

Paul shares that while most people believe that the FED sets interest rates and the markets follow, it’s actually the other way around.

Listen along as the Investor Coaching explains why interest rates fluctuate, how the market drives these changes, and why it’s important to know the basics of how the economy works so you don’t get swept up in the hype when the media overreacts to changes.

Later in the episode, Paul talks about the deregulation of gambling and how it’s blurring the lines for investors who are feeling behind or want to make it big.

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Paul spends some time every week watching the financial news so that you don’t have to. Paul shares an ad about Vanguard...
10/01/2026

Paul spends some time every week watching the financial news so that you don’t have to.

Paul shares an ad about Vanguard bond funds that, on the surface, seemed informative but really shows that the industry thinks it can pull one over on you.

Listen along as Paul dismantles the pitch and explains how Vanguard uses emotional language to sell underperforming bond funds to young investors who should be focused on building wealth.

Later in the episode, Paul’s son Andrew is studying for his Series 65 and finds a question on the test that goes against everything he knows about academic investing principles.

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When Trump Accounts were first introduced, they had two main problems: The tax treatment was similar to a non-qualified ...
09/30/2026

When Trump Accounts were first introduced, they had two main problems: The tax treatment was similar to a non-qualified account, and they invested only in large U.S. companies.

Paul discusses how the accounts have evolved since their introduction and why they may give many young Americans an opportunity to feel invested in the American dream.

Listen along to hear the Investor Coach explain how confident investors understand these accounts in the bigger picture of saving and investing for minors.

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Protecting your money from inflation matters, but putting your money in Treasury Inflation-Protected Securities (TIPS) i...
09/28/2026

Protecting your money from inflation matters, but putting your money in Treasury Inflation-Protected Securities (TIPS) is rarely the solution.

Paul, Evan, and Jim talk about TIPS sales pitches and why they don’t recommend TIPS to most investors.

Listen along as these advisors show how a diversified portfolio can actually provide a better hedge against inflation and market volatility, as well as stronger emergency cash reserves than a strategy that ties up your money in TIPS.

Later in the episode, Paul brings up the weekly hysteria about AI security, Evan brings up Y2K, and the advisors hash out why being optimistic about the future is not irrational.

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Confident investors need to be careful when a company uses trusted celebrities to create fear and sell you the solution....
09/25/2026

Confident investors need to be careful when a company uses trusted celebrities to create fear and sell you the solution.

Paul, Evan, and Jim break down a gold advertisement featuring Dr. Phil and why it is a masterclass in marketing and misinformation.

Listen along as these advisors refute the ad’s claims that gold is the solution to geopolitical turmoil, inflation, market swings, and currency instability.

Later in the episode, Evan discusses a change to Qualified Charitable Distributions (QCDs) that may make it more important for you to chat with your financial advisor before you write a check to a charity from your 401(k).

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What are financial advisors actually taught when they first enter the industry? Paul, Evan, and Jim reflect on 25 years ...
09/24/2026

What are financial advisors actually taught when they first enter the industry?

Paul, Evan, and Jim reflect on 25 years of “The Investor Coaching Show” and the attacks on 9/11, and share the advice Paul and Jim received early on as advisors that pushed them over the edge.

Listen along as these advisors talk about the pressure to survive, sound like an expert, and use complicated language to win people over in their early years, and how many advisors who “made it” are the ones who figured out how to make investing feel complicated and sell the solution.

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Christians want to be good stewards of their resources and make wise investing decisions. But Paul, Evan, and Jim point ...
09/23/2026

Christians want to be good stewards of their resources and make wise investing decisions.

But Paul, Evan, and Jim point out three foundational problems with values-based funds: They can turn investing into speculation, their high turnover can resemble market timing, and the overlap among many of these funds suggests they may not be as diversified as advertised.

Listen along to hear why assessing companies based on their values is unreliable and dangerous, and why evidence-based investing is stronger than value-based investing.

Later in the episode, Evan talks about Nvidia, a company that is usually the largest in these value-based funds, and how they contribute to data centers.

Paul discusses the pressure on companies to move data centers outside of the United States to other countries that do not share U.S. interests.

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There are only four states in the U.S. where 18-year-olds are allowed to bet in sportsbooks. Predictive markets have qui...
09/21/2026

There are only four states in the U.S. where 18-year-olds are allowed to bet in sportsbooks.

Predictive markets have quickly stepped in to fill the gap for people under 21, resulting in over $5 billion in bets made this year in that age range.

Evan talks about the loophole that is turning the youngest investors into a cash cow for the investing industry.

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Evan remembers the 25th anniversary of the attacks on 9/11, the week the stock market closed, and how this tragedy shows...
09/18/2026

Evan remembers the 25th anniversary of the attacks on 9/11, the week the stock market closed, and how this tragedy shows the true resilience of the stock market, the U.S. economy, and the American people.

Evan reminds investors that confidence in your financial plan isn’t about being in the right place at the right time or being in the market during times of peace and stability.

Confidence comes from knowing that people and industries always find a way to continue, no matter what’s going on in the news.

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Address

3050 Business Park Cir, Ste 503
Goodlettsville, TN
37072

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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