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…
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 …
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…
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…
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…
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 …
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…
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…
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…
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…
