In this conversation, Wade Pfau, Alex Murguia, and James Matthews discuss retirement income and the Retirement Income Style Awareness (RISA) ...

In this episode, Wade Pfau and Alex Murguia interview Dennis Mattern from Creative One about the role of Independent Marketing ...

During this special LinkedIn Live episode, Alex and Wade are joined by Intention.ly’s Meghan Richter as they describe the upcoming ...

Alex and Wade discuss with Andrew Lippert from Simplified Wealth how the RISA® enables his ability to view a client’s ...

In today’s RISA® in Action entry, Wade and Alex speak with Bob Bove and David Meler from the 4:8 Group. ...

For this week's RISA® in Action episode, Wade and Alex welcome Doug Oosterhart, CFP®, from LifePoint Planning. Doug was truly ...

We speak with Neal Gordon, Gordon Wealth Planning, and discuss how he uses the RISA® to enable him to get ...

We speak with Michael Demkiw, from Third Tier Wealth Management. Michael discusses how his interactions with the RISA® have helped ...

We speak with Jessica Wunder, CFP®, RICP®, CRPC® and Alana Light, CFP®, RICP® from McLean Asset Management about how the ...

Wade and Alex speak with Charles Pettit who runs a series of financial education courses for the public called Financial ...