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Latest Episode
Episode 153: The Financial Advisor’s Guide to Roth Conversions
In this episode, Alex Murguia and Wade Pfau are joined by Rob Cordeau to discuss the complexities and strategies surrounding Roth conversions. They emphasize the importance of long-term tax planning
Recent Episodes
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
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,
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
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,
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
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
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
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
Episode 60: The Retirement Planning Guidebook- Helping you find the path to a great retirement
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
Episode 59: Investing in Context with Weston Wellington
On this week’s episode, Wade, Alex, and Bob are joined by Weston Wellington, Vice President of Investment Strategy at Dimensional Fund Advisors, to discuss how to think about the big
