Looking for something specific?
Search our podcasts
Latest Episode
Episode 136: Personal Values Investing – Understanding and Using ESG Investments in Your Portfolio
In this conversation, Bob French and Rob Cordeau discuss ESG (Environmental, Social, and Governance) investing and its growing popularity. They explore the different ways investors can align their portfolios with
Recent Episodes
Episode 136: Personal Values Investing – Understanding and Using ESG Investments in Your Portfolio
In this conversation, Bob French and Rob Cordeau discuss ESG (Environmental, Social, and Governance) investing and its growing popularity. They explore the different ways investors can align their portfolios with
Episode 135: RISA® In Action with James Matthews
In this conversation, Wade Pfau, Alex Murguia, and James Matthews discuss retirement income and the Retirement Income Style Awareness (RISA) framework. James shares his background in the retirement income space
Episode 134: YouTube Live Q&A (not really): Answering Your Questions About Portfolio Allocation in Retirement
In this episode, Wade and Alex answer listener questions about portfolio allocation in retirement. They discuss the impact of low yields on TIPS and how it affects a retiree’s portfolio.
Episode 133: YouTube Live Q&A (not really): Answering Your Retirement Planning Questions with Rob Cordeau
In this episode, Alex, Wade and Rob answer listener questions about retirement planning. They discuss topics such as asset allocation, selling RSUs, managing sequencing risk, and when to claim Social
Episode 132: YouTube Live Q&A (Part 3)
In this conversation, Alex Murguia and Wade Pfau discuss various topics related to retirement planning, including glide paths, asset allocation, index funds, and tax planning. They address questions about implementing
Episode 131:The Impact of the Election on the Stock Market and Retirement Planning
In this conversation, Alex and Bob discuss the impact of the election on the stock market and retirement planning. They emphasize the importance of looking at historical data and not
Episode 130: YouTube Live Q&A (Part 2)
In this episode, the conversation covers various aspects of long-term care, including qualifying for long-term care insurance, alternative options for funding long-term care, and the role of Medicaid. Alex and
Episode 129: YouTube Live Q&A (Part 1)
In this conversation, Wade Pfau and Alex Murguia discuss retirement planning and how to determine how much can be spent from a portfolio without running out of money. They touch
Episode 128: Long-Term Care Planning (Part 12): The Different Features of Long-Term Care Planning
In this episode, Wade and Alex discuss the different features of long-term care insurance. They cover topics such as waiting periods, benefit periods, benefit amounts, inflation adjustments, and methods of
Episode 127: Long-Term Care Planning (Part 11): Traditional Long-Term Care Insurance Policies
In this conversation, Alex and Wade discuss traditional long-term care insurance policies. They address the declining popularity of these policies and the shift towards hybrid policies. They also cover topics
