Episode 106: A reimagined approach to funding retirement income.
In this episode we sit down with Rebecca Meskin & Cara Reisman from Blackrock to discuss a paper we collaborated on; A reimagined approach to funding retirement income: Defining individual styles and solutions using the RISA® framework. During th…
Episode 105: Managing Taxes in Retirement using the Effective Marginal Tax Rate
Tax planning is the topic du jour for this week, as Wade and Alex discuss a recent article from Advisor Perspectives that Wade wrote with Joe Elsasser from Covisum. Wade describes the effective marginal tax rate approach for managing Roth conversions…
Episode 104: Year End Planning Considerations
Wade and Alex discuss with Rob Cordeau, CFP®, RICP®, CHFC®, the most frequently dealt with year-end planning topics that he discusses with clients. As we near the end of year, there are various deadlines that should be addressed to help maximize your…
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…
