In this special episode, Wade and Alex introduce and welcome Michael Finke, Ph.D. to our RISA® Professional Advisory Board. We also speak with him on his recent article, Forget What You Know about Stock Returns (https://www.advisorperspectives.com/…
Wade and Alex discuss the foundational decisions that you need to consider as you are in the thick of the Medicare Open Enrollment Period. Is it worth reviewing this decision on a yearly basis? Is there a better choice if you plan on living in multip…
Tax Loss Harvesting is one of those “advanced” portfolio management techniques that you hear about. And with the recent market performance, we’ve been hearing about it a lot lately. So, we decided to bring Bob French, from Retirement Researcher, back to …
Wade and Alex welcome back Bob French as they break down historical party affiliations and subsequent stock market returns across Presidential, Senate, and Congressional Elections. Do general party themes contribute to positive returns? Are they consiste…
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?…
In this episode, Wade and Alex get into the specifics of how Variable Distribution Strategies work – including some of the different rules and techniques that you can use with your retirement income plan.
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In this episode, Wade and Alex go beyond constant spending strategies and discuss the key assumptions on integrating a more dynamic withdrawal strategy to your retirement plan.
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The previous 3 episodes discussed why the 4% rule may be too high. Now, Wade and Alex review why the opposite may be true. We break down four reasons to consider the possibility the you are underspending by applying the 4% rule to your retirement income …
This episode concludes our three-part discussion on why the 4% sustainable withdrawal rate may be too ambitious as a retirement income planning assumption. In this episode, Wade and Alex get into how taxes, your investment account types, the need for a m…
Alex and Wade discuss 3 key reasons that point out the dangers of investing for dividends (or yield) as your “go-to” retirement income strategy. Listen to hear them breakdown how this strategy violates the 4% rule and other sustainable withdrawal strateg…
