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 i…
Episode 25: What is Your Funded Ratio? Part 1
In the episode, Wade, Alex, and very special guest Bob, discuss the Funded Ratio – a household balance sheet oriented approach to analyzing your retirement income plan. Your Funded Ratio answers a very simple question – do you have enough to meet your fu…
Episode 24: What is the Retirement Income Challenge?
In this episode, Wade and Alex talk with Bob French about Retirement Researcher’s upcoming Retirement Income Challenge. Creating a retirement income plan – especially one that fits you – is not easy. But the Retirement Income Challenge will give you all …
Episode 23: What Are Your Spending Patterns in Retirement
In this session, Wade and Alex sit down with expert David Blanchett to discuss his research around the retirement spending smile. Find out how what you spend during the first phase of retirement differs from your second and third phase. We discuss in dep…
Episode 22: How to Get Those Unknown Expenses in Retirement Right, Pt 2
While expectations are one thing, in life “results vary.” In the episode, Wade and Alex break down how to think about those unexpected expense projections that are tough to pin down.
This episode is sponsored by Retirement Researcher https://retirementr…
Episode 21: How to Get Those Unknown Expenses in Retirement Right
While expectations are one thing, in life “results vary.” In the episode, Wade and Alex break down how to think about those unexpected expense projections that are tough to pin down.
This episode is sponsored by Retirement Researcher https://retirementr…
Episode 20: Talking with a Financial Advisor About Market Downturns and Retirement, Pt 2
This week, Alex and Bob continue their conversation with Brian Bass, CFP, RICP, one of the advisors from McLean Asset Management, on how he is talking to his clients about what’s going on in the markets – and how it’s affecting their retirement plans.
J…
Episode 19: Talking with a Financial Advisor About Market Downturns and Retirement Plans, Pt 1
This week, Alex and Bob talk to Brian Bass, CFP, RICP, one of the advisors from McLean Asset Management, on how he is talking to his clients about what’s going on in the markets – and how it’s affecting their retirement plans. We also discuss how your re…
Episode 18: Spending Trends in Retirement
Wade and Alex invite Michael Finke for an encore episode where they discuss the research surrounding spending trends in retirement. As you start thinking about how you will spend down your assets, you’ll want to know what you should expect.
This episode …
Episode 17: Should Protected Income Be Part of Your Retirement Income Plan?
In this episode, we discuss with Michael Finke, his research with Wade about the potential benefits to having protected income in your retirement plan. We discuss why advisors and individuals need to understand this individual preference before they can …
