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August 2021

Should I Take the Pension or Lump-Sum Payout?

August 31, 2021

After spending most of their lives accumulating wealth, investors become afraid they will lose it. Countless investment products claim to offer investors guaranteed income in

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Tax-Efficient Retirement Withdrawal Strategies

August 30, 2021

Five principles for tax-efficient withdrawals, three withdrawal strategies, and four factors to help you choose the best strategy. Get a personalized financial plan by scheduling a

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Health and Life Insurance and the COVID Vaccine

August 30, 2021

Insurance companies are looking hard at data to make the best decisions for their businesses. Today, Paul and Jim discuss an article talking about whether

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Things May Be Returning to Normal

August 27, 2021

Paul and Jim talk about an article in the Wall Street Journal: “These People Who Work From Home Have a Secret: They Have Two Jobs.”

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Charitable Remainder Unitrusts

August 26, 2021

The laws have changed around inherited IRAs, forcing most investors to remove the money within 10 years. Today, Paul and Evan discuss if charitable remainder

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Risk Management

August 25, 2021

The financial industry sells thousands of products that claim to shield investors from risk. Today, Paul sets the record straight and talks about the kinds

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Style Drifting and Portfolio Chasing Are Killing Investor Returns

August 24, 2021

Studies have shown that asset allocation is the single-largest determining factor for investor returns. The latest QAIB report from DALBAR revealed that asset allocation investors

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Does the Market Prefer a Political Party?

August 23, 2021

Paul addresses a listener’s concern about the country’s leadership and whether or not a recession is looming. Listen along to hear Paul talk about how

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