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Take the RISA®
Category: Total Return
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Episode 37: How Advisors Actually Build Retirement Distribution Strategies
October 25, 2022
In this episode Alex and Wade speak to Brian Bass, a financial advisor from McLean Asset Management, to discuss the ...
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Episode 36: Beyond the 4% Rule: Part 2 – Varied and Various Variable Distribution Strategies
October 18, 2022
In this episode, Wade and Alex get into the specifics of how Variable Distribution Strategies work - including some of ...
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Episode 35: Beyond the 4% Rule: Better Retirement Withdrawal Strategies
October 11, 2022
In this episode, Wade and Alex go beyond constant spending strategies and discuss the key assumptions on integrating a more ...
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Episode 34: When the 4% Rule Is Actually Too Conservative
October 4, 2022
The previous 3 episodes discussed why the 4% rule may be too high. Now, Wade and Alex review why the ...
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Episode 33: More Reasons Why The 4% Rule May Still Be Too High
September 27, 2022
This episode concludes our three-part discussion on why the 4% sustainable withdrawal rate may be too ambitious as a retirement ...
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Episode 32: Three Key Reasons Why Investing for Dividends as a Retirement Income Strategy is a Mistake
September 20, 2022
Alex and Wade discuss 3 key reasons that point out the dangers of investing for dividends (or yield) as your ...
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Episode 31: Why the 4% Rule May Be Too Aggressive (International Data)
September 13, 2022
Alex and Wade discuss a few potential reasons why the 4% rule for taking distributions from your investment portfolio may ...
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Episode 30: Is the 4% Rule Still a Safe Retirement Withdrawal Rate?
September 6, 2022
Wade and Alex breakdown the origins of the 4% rule and how it set the stage for the foundation of ...
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