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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 58: Do the Investment Pros Outperform the Market?
In this episode, Wade, Alex, and Bob take a look at the ultimate test of whether someone can beat the market – Can professional money managers actually beat the market?
Episode 57: Market Timing Still Doesn’t Work
This week Wade, Alex, and Bob talk about the third way of active management – Market Timing. Grabbing elements of both Technical and Fundamental Analysis, Market Timing is often the
Episode 56: Fundamental Analysis is Fundamentally Flawed
On this episode, Wade, Alex, and Bob discuss the other major approach to active management – Fundamental Analysis. Unlike Technical Analysis, there actually is some value in Fundamental Analysis. It’s
Episode 55: Technical Analysis is Technically Wrong
On this episode, Wade, Alex, and Bob talk about one of the major approaches to active management – Technical Analysis. Technical Analysis appeals to a lot of people (especially in
Episode 54: Why Do You Invest?
In this episode, Bob French returns to discuss with Wade and Alex another fundamental question – why do we invest? What’s the point of putting our savings at risk? Just
Episode 53: How do the Financial Markets Work?
This week Wade, Alex, and Bob bring it back to basics and look at what – and why – the financial markets are. Understanding what’s happening in the markets at
Episode 52: How do large institutions think about helping you develop a retirement income paycheck?
This week, Wade and Alex welcome Tamiko Toland. As one of the leaders in the retirement income space and Head of Lifetime Income Strategy and Market Intelligence for TIAA, we
Episode 51: Should You Claim Your Social Security Benefits Early?
Social Security forms the foundation of most American’s retirements. And deciding when to claim those benefits is hugely important. This week, Wade is joined by friend of the show, Bob
Episode 50: Navigating the Retirement Income Dashboard
On this week’s episode, Alex and Wade walk through the Retirement Income Dashboard, which is something Wade created for Retirement Researcher in 2015. It provides benchmarks and a starting point
Episode 49: 2023 Markets in Review
In this episode, we talk with special guest, Bob French, about what happened in the financial markets in 2022 – and some of the things that you should be thinking
