Take the RISA®
Take the RISA®

Category: Financial Planning

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Episode 170: The Importance of Your Planning Assumptions: Part 2

Welcome Back! In this episode, Alex, Wade and Brian dive into the complexities of financial planning, focusing on return assumptions, ...

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Episode 169: The Importance of Your Planning Assumptions: Part 1

In this episode, Alex and Wade are joined by Brian Bass from McLean Asset Management to discuss the complexities of ...

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Episode 168: Funded Ratio vs. Monte Carlo: Which is Better?

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau discuss the importance of understanding the funded ...

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Episode 166: Mastering Your Financial Future: A Framework for Success

In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia discuss the importance of having a structured financial ...

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[Best of 2023 Repost] Ep. 60: The Retirement Planning Guidebook- Helping you find the path to a great retirement

With the New Year coming up quick, we wanted to highlight some of our best episodes to round out 2023. ...
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