Recap: The RISA® and Risk Tolerance Questionnaires: Different Tools for Different Functions
For this holiday week, Wade and Alex will recap Episode 9 of Retire With Style. The research discussed in this episode has now been published by The Alliance for Lifetime Income. Find links to this article in the show notes below.
Wade and Alex exa…
Episode 45: Should contractual retirement income options live inside of 401k Plans?
In this episode, Alex and Wade bring in Bonnie Treichel, Chief Solutions Officer for Endeavor Retirement and key member of the Retirement Income Consortium, to discuss whether annuities can play an effective role in helping millions of Americans reti…
Episode 44: Where to Find Practical Resources on Retirement Income Strategies
In this episode, Wade and Alex invite Jason Fichtner to discuss how the Alliance for Lifetime Income contains a wealth of resources for both consumers and financial professionals on retirement income strategies. Jason, leads many of the research effo…
Episode 43: Do contractual lifetime income solutions fit within a fiduciary advisory framework?
In this episode, we welcome John Faustino, Head of Fi360 a Broadridge Company to discuss the following:
His decision to join the RISA® Professional Advisory Board
Can contractual income fit an advisor’s toolbox and still consider him or herself a fid…
Episode 42: Tax Planning for Early Retirees and the Affordable Care Act
Most Americans become eligible for Medicare at age 65. For early retirees, the subsidies provided for Affordable Care Act health insurance plans can make this an attractive source for health insurance coverage. But the way these subsidies are determ…
Episode 41: Can Your Retirement Experience Count On Stocks For The Long Term?
In this special episode, Wade and Alex introduce and welcome Michael Finke, Ph.D. to our RISA® Professional Advisory Board. We also speak with him on his recent article, Forget What You Know about Stock Returns (https://www.advisorperspectives.com/…
Episode 40: The ABCs of the Medicare Open Enrollment Period
Wade and Alex discuss the foundational decisions that you need to consider as you are in the thick of the Medicare Open Enrollment Period. Is it worth reviewing this decision on a yearly basis? Is there a better choice if you plan on living in multip…
Episode 39: It’s Looking Like a Good Harvest: Should you use Tax Loss Harvesting in Your Portfolio?
Tax Loss Harvesting is one of those “advanced” portfolio management techniques that you hear about. And with the recent market performance, we’ve been hearing about it a lot lately. So, we decided to bring Bob French, from Retirement Researcher, back to …
Episode 38: Party Affiliations and Stock Market Returns – Who has your vote?
Wade and Alex welcome back Bob French as they break down historical party affiliations and subsequent stock market returns across Presidential, Senate, and Congressional Elections. Do general party themes contribute to positive returns? Are they consiste…
Episode 37: Retirement Distribution Strategies: How is it REALLY done in a professional setting?
In this episode Alex and Wade speak to Brian Bass, a financial advisor from McLean Asset Management, to discuss the practical applications of the sustainable withdrawal strategies that are frequently discussed in the investment press. Are they realistic?…
