Client Resources

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

Tax-Efficient Retirement Withdrawal Strategies

August 30, 2021

Five principles for tax-efficient withdrawals, three withdrawal strategies, and four factors to help you

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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

<img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839" alt="" />

Things May Be Returning to Normal

August 27, 2021

Paul and Jim talk about an article in the Wall Street Journal: “These People

<img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839" alt="" />

Charitable Remainder Unitrusts

August 26, 2021

The laws have changed around inherited IRAs, forcing most investors to remove the money

<img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839" alt="" />

Risk Management

August 25, 2021

The financial industry sells thousands of products that claim to shield investors from risk.

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.

<img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839" alt="" />

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

<img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839" alt="" />

Considering Becoming an Advisor?

August 20, 2021

Paul answers a listener who asked: “If I want to be an advisor and

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Searching for the Best-Performing Mutual Fund

August 19, 2021

Paul discusses an article about a mutual fund that claims to be outperforming everything

<img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" data-src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839 lazyload" alt="" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 768px; --smush-placeholder-aspect-ratio: 768/403;" /><noscript><img loading="lazy" width="768" height="403" src="//cdn-5e4ae3a5f911c807c41e7aea.closte.com/wp-content/uploads/2021/04/PWI_Podcast_Cover_FB_Update-100-768x403.jpg" class="attachment-medium_large size-medium_large wp-image-48839" alt="" />

Impulsive Investing Decisions

August 18, 2021

Paul discusses a study that shows how DIY investors openly admit to investing while

Is Indexed Universal Life a Good Investment?

August 17, 2021

Indexed Universal Life (IUL) contracts have made insurance companies more money than any other

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