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Episode 174: The Psychology of Investing: Understanding Market Reactions
In this episode of Retire with Style, Wade Pfau and Alex Murguia sit down with Dr. Daniel Crosby, a leading voice in behavioral finance, to unpack the psychological side of
Recent Episodes
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
Episode 72: Variable Annuities. When they are useful as a retirement income planning option.
As in the previous episodes on annuities, Wade and Alex break down the components of variable annuities. They detail the most salient features common across their contract structures and help
Episode 71: RISA® in Action: How to use the RISA® for client discovery meetings that lead to effective retirement plan options.
First and foremost, RISA® aside- It is a wonderful episode demonstrating the power of the Hunter family!
Alex and Wade speak to the father and son combo of Brad
Episode 70: Income Annuities: Your New Standard Pension Plans
In this week’s episode, Wade and Alex break down the basic Single Premium Immediate Annuities (SPIA) and Deferred Immediate Annuities (DIA) and describe how these traditional annuities can function as
