Episode 65: The Ins, Outs, and everything in between of Social Security Claiming Strategies with Mary Beth Franklin
In this episode, we welcome Mary Beth Franklin and discuss the various intricacies of social security claiming strategies. While there are basic decision trees that most of us know about, Mary Beth goes into detail regarding more nuanced strategies t…
Episode 64: Social Security’s Future: Hint: It’s Not Going Away
A popular thought in the Zeitgeist is that it is important to claim Social Security as soon as possible because the whole system is on track to insolvency. Alex and Wade explore this issue with guest Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, the Ma…
Episode 63 Should I Wait or Should I Go? A Look at Arguments For and Against Delaying Social Security Claiming
A topic of intense debate is about what’s the best age to claim Social Security. Should people do it as soon as possible after reaching age 62, or wait until they get closer to 70? Alex and Wade will look at arguments on both sides of the debate and …
Episode 62: The Six Steps for Effective Social Security Claiming
Households struggle with making right the Social Security claiming decisions. But the differences between good and bad decisions can add up to more than $100,000 in missed benefits over the lifetime of the household. To help everyone be on the right …
Episode 61: How SHOULD You Think About Your Investment Portfolio?
Now that Wade, Alex, and Bob have talked (extensively) about how not to invest, we want to be a little more upbeat. On this week’s episode, we want to take a closer look at some of the things that do work – and what that tells you about how to constr…
Episode 60: The Retirement Planning Guidebook- Helping you find the path to a great retirement
In the episode, Wade and Alex discuss Wade’s bestselling book- the 2nd Edition of the Retirement Planning Guidebook, and how it sets an orderly foundation of all the questions you need to ask yourself as you ready yourself for the next chapter in you…
Episode 59: Investing in Context with Weston Wellington
On this week’s episode, Wade, Alex, and Bob are joined by Weston Wellington, Vice President of Investment Strategy at Dimensional Fund Advisors, to discuss how to think about the big picture of investing. When we talk about investing it’s very easy t…
Episode 58: Do the Investment Pros Outperform the Market?
In this episode, Wade, Alex, and Bob take a look at the ultimate test of whether someone can beat the market – Can professional money managers actually beat the market? That’s their job, so they should be doing something, right? Well, apparently not….
Episode 57: Market Timing Still Doesn’t Work
This week Wade, Alex, and Bob talk about the third way of active management – Market Timing. Grabbing elements of both Technical and Fundamental Analysis, Market Timing is often the mushy middle of active management. We’ll talk about just what this m…
Episode 56: Fundamental Analysis is Fundamentally Flawed
On this episode, Wade, Alex, and Bob discuss the other major approach to active management – Fundamental Analysis. Unlike Technical Analysis, there actually is some value in Fundamental Analysis. It’s just that the people doing the Fundamental Analys…
