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…
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 …
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…
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…
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…
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…
