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Episode 167: Navigating Retirement Goals: The Four L’s
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into the intricacies of financial planning for retirement. They introduce the concept of a financial planning
Recent Episodes
Episode 82: More on Annuities with the Author of Annuities for Dummies – Part 1
This week Alex and Wade welcome Kerry Pechter to the show. Kerry is the author of “Annuities for Dummies”, which is part of the wildly popular For Dummies series of
Episode 81: RISA® in Action: How the RISA® is used to initiate meaningful and personal retirement planning conversations.
We speak with Neal Gordon, Gordon Wealth Planning, and discuss how he uses the RISA® to enable him to get to the heart of financial planning and the emotional matter
Episode 80: Protection as An Asset Class
In today’s episode, Alex and Wade discuss Wade’s recent research paper, “Protection as an Asset Class.” After getting into a discussion of what an asset class means, they talk about
Episode 79: RISA® in Action: How the RISA® points to potential starting point and potential ending point for couples and their retirement income strategy.
We speak with Michael Demkiw, from Third Tier Wealth Management. Michael discusses how his interactions with the RISA® have helped him take a step back and realize how he now
Episode 78: Can you mix retirement income with accumulation? Breaking down living benefits, RILAs, and annuities as an accumulation tools
In this episode, we discuss how you can obtain lifetime income from a fixed-index annuity without annuitizing your contract, and how they are also comparable to more income dedicated options.
Episode 77: RISA® in Action: How the RISA is used to transition clients into a retirement income plan.
We speak with Jessica Wunder, CFP®, RICP®, CRPC® and Alana Light, CFP®, RICP® from McLean Asset Management about how the RISA® is used to transition clients into a retirement income
Episode 76: Fixed Index Annuities: Do they present a best of “annuity” types for retirement income?
As in the previous episodes on annuities, Wade and Alex break down the components of Fixed Indexed annuities (FIAs). They detail the most salient features common across their contract structures
Episode 75: RISA® in Action: Using the RISA® as a retirement income planning teaching tool for individuals.
Wade and Alex speak with Charles Pettit who runs a series of financial education courses for the public called Financial Foundations Course. While open to all, Charles developed this course
Episode 74: Variable Annuities and their practical considerations.
As in the previous episodes on annuities, Wade and Alex break down the components of Fixed Indexed annuities (FIAs). They detail the most salient features common across their contract structures
Episode 73: RISA® in Action: Clarify the retirement income options available to your clients so they understand themselves better.
Wade and Alex speak with Larry Greenwald of BlackDiamond Wealth about how he uses the RISA® to clarify his messaging to clients about their retirement income options. We dig deep
