In today’s episode, Bob French joins Alex and Wade again to continue their conversation on managing inflation and it’s effects on your retirement income plan. This week they look at how you can use your investment portfolio to counteract the effects …
Wade and Alex are joined by Bob French, of Retirement Researcher, to talk about inflation. Inflation is one of the biggest risks that retirees face, so it’s important to understand what inflation actually is, and how it works. In addition, we’ll talk…
Alex and Ryan continue to discuss McLean’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and to existing clients at least once a year. The ADV Part 2 serves as your user manual for working with your advisor. We use…
Alex and Ryan continue to discuss McLean’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and to existing clients at least once a year. The ADV Part 2 serves as your user manual for working with your advisor. We use…
In today’s episode, Alex and Ryan discuss McLean Asset Management’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and existing clients at least once a year. The ADV Part 2 serves as your user manual for working wit…
During this special LinkedIn Live episode, Alex and Wade are joined by Intention.ly’s Meghan Richter as they describe the upcoming 3-day Retirement Income Masterclass for Advisors.
Don’t miss your chance to join us for a 3-part masterclass to see ho…
In this episode, we begin our arc on becoming an informed consumer of Financial Advice. Alex brings in Ryan Walter, our actual Compliance Attorney for McLean Asset Management and Retirement Researcher, to discuss some of the most salient issues you w…
Alex and Wade discuss with Andrew Lippert from Simplified Wealth how the RISA® enables his ability to view a client’s situation agnostically and start the recommendation process with how the client wants to source retirement income. Andrew also discu…
On this week’s episode, Wade is continuing his conversation with Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, and Jason Rizkallah, CFP®, RICP®, of McLean Asset Management about what listeners need to know when looking at annuity illustrations and annui…
In today’s RISA® in Action entry, Wade and Alex speak with Bob Bove and David Meler from the 4:8 Group. Bob and David discuss their stewardship approach to wealth management and how the RISA® successfully helps them service clients with their values …
