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
August 2021
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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
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
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.”
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
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
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
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