Retirement Planning

In the episode, Wade and Alex discuss Wade’s bestselling book- the 2nd Edition of the Retirement Planning Guidebook, and how it sets an orderly foundation of all the questions you

This week, Wade and Alex welcome Tamiko Toland. As one of the leaders in the retirement income space and Head of Lifetime Income Strategy and Market Intelligence for TIAA, we

On this week’s episode, Alex and Wade walk through the Retirement Income Dashboard, which is something Wade created for Retirement Researcher in 2015. It provides benchmarks and a starting point

In this episode, Alex and Wade bring in Bonnie Treichel, Chief Solutions Officer for Endeavor Retirement and key member of the Retirement Income Consortium, to discuss whether annuities can play

In this episode, Wade and Alex invite Jason Fichtner to discuss how the Alliance for Lifetime Income contains a wealth of resources for both consumers and financial professionals on retirement

Before discussing the many sustainable spending strategies that are out there, Wade and Alex breakdown the essential characteristics that they all have in common. There are four main levers that

Dave Blanchett joins Wade and Alex in this episode to discuss the different retirement planning approaches. We breakdown the differences between Monte Carlo Analysis and the Funded Ratio and how

In this episode, Wade, Alex, and Bob continue their conversation on the Funded Ratio – and dive into what the results can tell you about where you stand relative to

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