In this episode Alex and Wade speak to Brian Bass, a financial advisor from McLean Asset Management, to discuss the practical applications of the sustainable withdrawal strategies that are frequently discussed in the investment press. Are they realistic? Can they be practically applied? How are distribution strategies implemented? Listen now to learn more.
Links
Click here to watch this episode on YouTube: https://youtu.be/XFB9aL0lgxU?si=UGbIhJK3H9c-gsDf
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean’s free eBook, “Is a Roth Conversion Right For You?”
In Part 2 of this Live listener Q&A episode, Wade Pfau and Alex Murguia tackle several retirement planning topics, including Social Security claiming strategies for spouses with age differences, how
In Part 1 of this live Q&A episode of Retire With Style, Wade Pfau and Alex Murguia answer listener questions covering reverse mortgages, retirement withdrawal rates, Roth conversion strategies, tax-efficient
In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia discuss the non-financial aspects of retirement with Jason Rizkallah. They explore how relationships change during retirement, the importance
