Episode 103: Using RISA® Framework to find the right retirement plan strategy between spouses
In today’s episode, we discuss how married couples frequently do not have the same retirement income style and how the RISA® Framework is used to identify solutions so that both individuals can feel confident with a retirement plan that satisfies bot…
Episode 102: Practical Implementation of Time Segmentation with Rob Cordeau
On today’s episode, Alex and Wade are joined by Rob Cordeau, CFP, RICP, ChFC, who is the Managing Director of Wealth Management at McLean Asset Management. He shares insights into how Time Segmentation strategies can be implemented in practice, and h…
Episode 101: Uncovering How Time Segmentation Actually Works
Critics of Time Segmentation and bucketing have questioned whether there is any there, there. A big part of this relates to how Time Segmentation methods decide when to re-fill the short-term spending buckets. In today’s episode, Wade and Alex discus…
Episode 100: YouTube Live Q&A w/ Bob French (Part 2)
Last week on Retire With Style, we decided to do something a bit special to celebrate this major milestone of 100 episodes and we invited our frequent flyer, Bob French along for the ride. We hosted a special Q&A session on YouTube Live where we …
Episode 100: YouTube Live Q&A w/ Bob French
It’s an occasion to celebrate! This week on Retire With Style, we decided to do something a bit special to celebrate this major milestone of 100 episodes and we invited our frequent flyer, Bob French along for the ride. We hosted a special Q&A se…
Episode 99: Time Segmentation as a Retirement Income Strategy
In today’s episode, Wade and Alex begin their arc on Time Segmentation (i.e., Bucketing) as part of a viable retirement income strategy within the RISA® framework. To start off, we discuss the pros and cons of time segmentation and how it addresses t…
Episode 98: RISA® Styles and Inflation Management
This week we finish our inflation quadrilogy with Bob French of Retirement Researcher. In previous episodes, we have talked about the different tools at our disposal to deal with inflation, but now we need to look at how to use those tools. Using the…
Episode 97: Using Reliable Income to Manage Inflation
This week on Retire With Style, Wade and Alex are joined (yet again) by Bob French, of Retirement Researcher, to look at how you can use reliable income sources (even beyond your Social Security benefits) to deal with inflation. Using reliable income…
Episode 96: Using Investments to Manage Inflation
In today’s episode, Bob French joins Alex and Wade again to continue their conversation on managing inflation and it’s effects on your retirement income plan. This week they look at how you can use your investment portfolio to counteract the effects …
Episode 95: Understanding Inflation
Wade and Alex are joined by Bob French, of Retirement Researcher, to talk about inflation. Inflation is one of the biggest risks that retirees face, so it’s important to understand what inflation actually is, and how it works. In addition, we’ll talk…
