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, …
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…
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…
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…
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…
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…
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 …
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…
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…
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…
