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…
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 …
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 …
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…
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…
