Episode 26: What is Your Funded Ratio? Part 2

In this episode, Wade, Alex, and Bob continue their conversation on the Funded Ratio – and dive into what the results can tell you about where you stand relative to your retirement income goals. Is your strategic allocation aligned with your retirement income style? And what does your Funded Ratio result say about how much risk you may want to be taking in your plan? Listen to find out.

To learn more, click here to join our Retirement Researcher mailing list.

Links

Click here to watch this episode on YouTube: https://youtu.be/5PAa8HUVSuk?feature=shared

Recent Episodes

Episode 210: Navigating Tax Changes for 2026

In this episode of Retire with Style, Alex and Wade break down the key tax changes coming in 2026, including the return of standard ACA subsidies, the extension of current