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Episode 176: Strategic Retirement Planning: Q&A on Income, Taxes, and Investments
In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau tackle a range of financial planning questions in a lively Q&A session. They explore Social Security strategies,
Recent Episodes
Episode 91: RISA® in Action: How advisors can supercharge their practice in our upcoming RISA® Masterclass for Advisors.
During this special LinkedIn Live episode, Alex and Wade are joined by Intention.ly’s Meghan Richter as they describe the upcoming 3-day Retirement Income Masterclass for Advisors.
Don’t miss
Episode 90: Defining the different types of Financial Professionals and the custody of your assets
In this episode, we begin our arc on becoming an informed consumer of Financial Advice. Alex brings in Ryan Walter, our actual Compliance Attorney for McLean Asset Management and Retirement
Episode 89: RISA® in Action: Doing right by the client with Andrew Lippert
Alex and Wade discuss with Andrew Lippert from Simplified Wealth how the RISA® enables his ability to view a client’s situation agnostically and start the recommendation process with how the
Episode 88: What to Look for in Annuity Illustrations and Contracts (Part 2)
On this week’s episode, Wade is continuing his conversation with Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, and Jason Rizkallah, CFP®, RICP®, of McLean Asset Management about what listeners need
Episode 87: RISA® in Action: The Client Discovery Meeting with the 4:8 Group and more.
In today’s RISA® in Action entry, Wade and Alex speak with Bob Bove and David Meler from the 4:8 Group. Bob and David discuss their stewardship approach to wealth management
Episode 86: What to Look for in Annuity Illustrations and Contracts (Part 1)
On this week’s episode, Wade is hosting without Alex. But Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, and Jason Rizkallah, CFP®, RICP®, of McLean Asset Management join Wade to get
Episode 85: RISA® in Action with Doug Oosterhart, CFP®
For this week’s RISA® in Action episode, Wade and Alex welcome Doug Oosterhart, CFP®, from LifePoint Planning. Doug was truly an early adopter of the RISA®, asking his clients to
Episode 84: Understanding the Index Choices for Index Annuities
On today’s episode, Wade and Alex are joined by Branislav Nikolic, who is a Managing Director and Head of Insurance at the Index Standard. In his role, he is responsible
Episode 83: More on Annuities with the Author of Annuities for Dummies – Part 2
Our special Friday bonus episode this week is Part 2 of the discussion with Kerry Pechter, whose “2nd edition of Annuities for Dummies” was released on July 20th. In this
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
