Episode 25: What is Your Funded Ratio? Part 1

In the episode, Wade, Alex, and very special guest Bob, discuss the Funded Ratio – a household balance sheet oriented approach to analyzing your retirement income plan. Your Funded Ratio answers a very simple question – do you have enough to meet your fu…

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Episode 18: Spending Trends in Retirement

Wade and Alex invite Michael Finke for an encore episode where they discuss the research surrounding spending trends in retirement. As you start thinking about how you will spend down your assets, you’ll want to know what you should expect.
This episode …

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