Take the RISA®
Take the RISA®

Category: Financial Advice

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Episode 237: Should You Spend Your HSA or Let it Grow?

In this episode of ‘Retire with Style’, Alex Murguia and Wade Pfau dive into tax planning strategies, focusing on Roth ...

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Episode 174: The Psychology of Investing: Understanding Market Reactions

In this episode of Retire with Style, Wade Pfau and Alex Murguia sit down with Dr. Daniel Crosby, a leading ...

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Episode 94: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you – Part3.

Alex and Ryan continue to discuss McLean’s ADV Part 2. It is the SEC-mandated document that an advisor provides to ...
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Episode 93: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you – Part 2.

Alex and Ryan continue to discuss McLean’s ADV Part 2. It is the SEC-mandated document that an advisor provides to ...
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Episode 92: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you – Part 1.

In today's episode, Alex and Ryan discuss McLean Asset Management's ADV Part 2. It is the SEC-mandated document that an ...
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Episode 90: Defining the different types of Financial Professionals and the custody of your assets

In this episode, we begin our arc on becoming an informed consumer of Financial Advice. Alex brings in Ryan Walter, ...
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