Episode 75: RISA® in Action: Using the RISA® as a retirement income planning teaching tool for individuals.
Wade and Alex speak with Charles Pettit who runs a series of financial education courses for the public called Financial Foundations Course. While open to all, Charles developed this course to help the underserved individuals in the military and thei…
Episode 74: Variable Annuities and their practical considerations.
As in the previous episodes on annuities, Wade and Alex break down the components of Fixed Indexed annuities (FIAs). They detail the most salient features common across their contract structures and help you determine what features are right (or wron…
Episode 73: RISA® in Action: Clarify the retirement income options available to your clients so they understand themselves better.
Wade and Alex speak with Larry Greenwald of BlackDiamond Wealth about how he uses the RISA® to clarify his messaging to clients about their retirement income options. We dig deep into Larry’s wealth of experience where he describes how it was difficu…
Episode 72: Variable Annuities. When they are useful as a retirement income planning option.
As in the previous episodes on annuities, Wade and Alex break down the components of variable annuities. They detail the most salient features common across their contract structures and help you determine what features are right (or wrong) for what …
Episode 71: RISA® in Action: How to use the RISA® for client discovery meetings that lead to effective retirement plan options.
First and foremost, RISA® aside- It is a wonderful episode demonstrating the power of the Hunter family!
Alex and Wade speak to the father and son combo of Brad and Hunter. Hailing from the Ozarks, they discuss how they utilize the RISA® the get to t…
Episode 70: Income Annuities: Your New Standard Pension Plans
In this week’s episode, Wade and Alex break down the basic Single Premium Immediate Annuities (SPIA) and Deferred Immediate Annuities (DIA) and describe how these traditional annuities can function as a personal pension for your essential expenses in…
Episode 69: RISA® in Action: How do our advisors use the RISA® to navigate personalized retirement income plans.
We kick off our “RISA® in Action” arc with our very own advisors, Jason Rizkallah, CFP®, RICP® and Stephan Pomanti, CFP®, RICP®. Coming fresh off our Retirement Income Challenge for Consumers where our participants completed over 300 RISAs, we discus…
Episode 68: Annuities as a viable source of protected income
In this episode, Wade and Alex break out the “A” word and discuss the many definitional concepts of annuities. We tackle some common misconceptions surrounding how they work (including some that many advisors don’t realize exist). We further discuss …
Episode 67:The Future of Protected Income Summit. A review with Wade, Jason, and Alex.
If you want to get a sense of what’s developing in the world of retirement income, then you’ll want to check out our bonus episode. The Alliance for Lifetime Income, the leading consumer advocacy group for protected lifetime income held a summit on t…
Episode 66: Social Security and how the government is set up to help you. The ultimate insider’s perspective.
Wade and Alex invite Jason Fichtner, former Social Security Administration Chief Economist, to look behind the curtains to see the steps the government is making to help you lead a dignified retirement. We discuss how steps were taken to re-frame you…
