Episode 19: Talking with a Financial Advisor About Market Downturns and Retirement Plans, Pt 1

Podcast, Portfolio Investing
RISAprofile
21 June, 2022

Listen on your favourite platform:

This week, Alex and Bob talk to Brian Bass, CFP, RICP, one of the advisors from McLean Asset Management, on how he is talking to his clients about what’s going on in the markets – and how it’s affecting their retirement plans. We also discuss how your retirement income style shapes how you react to market movements.

Links

Click here to watch this episode on YouTube: https://youtu.be/sKM1sfOleXM?feature=shared

To learn more, click here to join our Retirement Researcher mailing list.

This episode is sponsored by Retirement Researcher https://retirementresearcher.com/

Recent Episodes

Episode 152: Navigating Holiday Money Talks

RISA 12 November 2024

In this episode, hosts Wade Pfau and Alex Murguia engage with Dan Veto to discuss the complexities of money conversations that arise during the holiday season. They explore the concept

Episode 151: Financial Strategies for Early Retirement

RISA 5 November 2024

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau with Jessica Wunder from McLean Asset Management delve into the complexities of early withdrawals from retirement accounts,

Episode 150: Lump Sum or Annuity: What’s Right For You?

RISA 29 October 2024

In this episode of ‘Retire with Style’, Wade and Alex discuss the complexities of pension decisions with Jason Rizkallah from McLean Asset Management. The conversation delves into the critical choices