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…
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…
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 …
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 …
In the episode, we bring back Bob French to help us breakdown inflation within the context of the pandemic and recovery. We also discuss why a steady state of inflation is better than the alternative, what your planning implications are, and what strateg…
Wade and Alex take the events from the current market downturn and discuss how our psychological make up becomes our own worst enemy when it comes to investment and retirement decisions we make under times of extreme market volatility.
We discuss how you…
In this episode we invite Bob French to discuss what has been happening lately in the stock and bond markets. We review the why, the how, and whether we think it may or may not continue. We also discuss how to think about this downturn within the context…
In this episode, Wade and Alex discuss how retirement income self-efficacy and perceived advisor usefulness can be used to identify the four main implementation personas. They are Delegators, Collaborators, Self-Directed, and Validators personas.
In addi…
In this episode we examine the various psychological and behavioral factors. They include Loss Aversion, Heuristics- Financial Biases, Inertia, Numeracy, Numeracy self-awareness, Retirement Income Self-efficacy, and perceived Advisor Usefulness.
We asses…
Guest Dan Veto stops by the podcast. Health is not a risk well understood by most individuals preparing for retirement. Too often, health risk is characterized as completely unknowable and therefore is inadequately addressed.
Visit https://retirementres…
