Episode 70: Income Annuities: Your New Standard Pension Plans
In this week’s episode, Wade and Alex break down the basic Single Premium Immediate Annuities (SPIA) and Deferred Immediate Annuities (DIA) and describe how these traditional annuities can function as a personal pension for your essential expenses in…Read More
Episode 69: RISA® in Action: How do our advisors use the RISA® to navigate personalized retirement income plans.
We kick off our “RISA® in Action” arc with our very own advisors, Jason Rizkallah, CFP®, RICP® and Stephan Pomanti, CFP®, RICP®. Coming fresh off our Retirement Income Challenge for Consumers where our participants completed over 300 RISAs, we discus…Read More
Episode 68: Annuities as a viable source of protected income
In this episode, Wade and Alex break out the “A” word and discuss the many definitional concepts of annuities. We tackle some common misconceptions surrounding how they work (including some that many advisors don’t realize exist). We further discuss …Read More
Episode 67:The Future of Protected Income Summit. A review with Wade, Jason, and Alex.
If you want to get a sense of what’s developing in the world of retirement income, then you’ll want to check out our bonus episode. The Alliance for Lifetime Income, the leading consumer advocacy group for protected lifetime income held a summit on t…Read More
Episode 66: Social Security and how the government is set up to help you. The ultimate insider’s perspective.
Wade and Alex invite Jason Fichtner, former Social Security Administration Chief Economist, to look behind the curtains to see the steps the government is making to help you lead a dignified retirement. We discuss how steps were taken to re-frame you…Read More
Episode 65: The Ins, Outs, and everything in between of Social Security Claiming Strategies with Mary Beth Franklin
In this episode, we welcome Mary Beth Franklin and discuss the various intricacies of social security claiming strategies. While there are basic decision trees that most of us know about, Mary Beth goes into detail regarding more nuanced strategies t…Read More
Episode 64: Social Security’s Future: Hint: It’s Not Going Away
A popular thought in the Zeitgeist is that it is important to claim Social Security as soon as possible because the whole system is on track to insolvency. Alex and Wade explore this issue with guest Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, the Ma…Read More
Episode 63 Should I Wait or Should I Go? A Look at Arguments For and Against Delaying Social Security Claiming
A topic of intense debate is about what’s the best age to claim Social Security. Should people do it as soon as possible after reaching age 62, or wait until they get closer to 70? Alex and Wade will look at arguments on both sides of the debate and …Read More
Episode 62: The Six Steps for Effective Social Security Claiming
Households struggle with making right the Social Security claiming decisions. But the differences between good and bad decisions can add up to more than $100,000 in missed benefits over the lifetime of the household. To help everyone be on the right …Read More
Episode 61: How SHOULD You Think About Your Investment Portfolio?
Now that Wade, Alex, and Bob have talked (extensively) about how not to invest, we want to be a little more upbeat. On this week’s episode, we want to take a closer look at some of the things that do work – and what that tells you about how to constr…Read More