Episode 55: Technical Analysis is Technically Wrong
On this episode, Wade, Alex, and Bob talk about one of the major approaches to active management – Technical Analysis. Technical Analysis appeals to a lot of people (especially in the financial media – there’s a lot of really interesting charts), but…
Episode 54: Why Do You Invest?
In this episode, Bob French returns to discuss with Wade and Alex another fundamental question – why do we invest? What’s the point of putting our savings at risk? Just like for companies, the financial markets are tools that we can use to prepare fo…
Episode 53: How do the Financial Markets Work?
This week Wade, Alex, and Bob bring it back to basics and look at what – and why – the financial markets are. Understanding what’s happening in the markets at a fundamental level is key to using them effectively in your retirement income plan. Plus, …
Episode 52: How do large institutions think about helping you develop a retirement income paycheck?
This week, Wade and Alex welcome Tamiko Toland. As one of the leaders in the retirement income space and Head of Lifetime Income Strategy and Market Intelligence for TIAA, we discuss with Tamiko how larger institutions are tackling the retirement inc…
Episode 51: Should You Claim Your Social Security Benefits Early?
Social Security forms the foundation of most American’s retirements. And deciding when to claim those benefits is hugely important. This week, Wade is joined by friend of the show, Bob French from Retirement Researcher, to talk about Wade’s new paper…
Episode 50: Navigating the Retirement Income Dashboard
On this week’s episode, Alex and Wade walk through the Retirement Income Dashboard, which is something Wade created for Retirement Researcher in 2015. It provides benchmarks and a starting point for retirement income options as based on the current m…
Episode 49: 2023 Markets in Review
In this episode, we talk with special guest, Bob French, about what happened in the financial markets in 2022 – and some of the things that you should be thinking about going forward. Among other things, we also discuss what inflation may look like i…
Episode 48: How contractual income solutions fit in a fee-only world?
In this episode, we talk to David Lau, a RISA® Advisory Board member. David is the Founder and CEO of DPL Financial Partners. DPL helps advisors and their clients find contractual income solutions on a fee-only basis. Join us as we discuss with David…
Episode 47: The Technology That Takes Care of Advisors So They Can Take Care Of You
In this episode, Wade and Alex welcome Ryan Beach. Ryan is President of Orion Wealth Management and helps lead their overall efforts. Orion is the leading wealth management software for advisors. They discuss how consumers who engage with an advisor …
Episode 46: The Marketing of Financial Advice – How To Separate The Wheat From The Chaff
In this episode, Wade and Alex welcome Kelly Waltrich, a RISA® Advisory Board Member and one of the leading marketing figures in our industry. They discuss how the different marketing messages over the years have shifted; some for the better and othe…
