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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 48: How contractual income solutions fit in a fee-only world?
In this episode, we talk to David Lau, a RISA® Advisory Board member. David is the Founder and CEO of DPL Financial Partners. DPL helps advisors and their clients find
Episode 47: The Technology That Takes Care of Advisors So They Can Take Care Of You
In this episode, Wade and Alex welcome Ryan Beach. Ryan is President of Orion Wealth Management and helps lead their overall efforts. Orion is the leading wealth management software for
Episode 46: The Marketing of Financial Advice – How To Separate The Wheat From The Chaff
In this episode, Wade and Alex welcome Kelly Waltrich, a RISA® Advisory Board Member and one of the leading marketing figures in our industry. They discuss how the different marketing
Recap: The RISA® and Risk Tolerance Questionnaires: Different Tools for Different Functions
For this holiday week, Wade and Alex will recap Episode 9 of Retire With Style. The research discussed in this episode has now been published by The Alliance for Lifetime
Episode 45: Should contractual retirement income options live inside of 401k Plans?
In this episode, Alex and Wade bring in Bonnie Treichel, Chief Solutions Officer for Endeavor Retirement and key member of the Retirement Income Consortium, to discuss whether annuities can play
Episode 44: Where to Find Practical Resources on Retirement Income Strategies
In this episode, Wade and Alex invite Jason Fichtner to discuss how the Alliance for Lifetime Income contains a wealth of resources for both consumers and financial professionals on retirement
Episode 43: Do contractual lifetime income solutions fit within a fiduciary advisory framework?
In this episode, we welcome John Faustino, Head of Fi360 a Broadridge Company to discuss the following:
His decision to join the RISA® Professional Advisory Board
Can contractual
Episode 42: Tax Planning for Early Retirees and the Affordable Care Act
Most Americans become eligible for Medicare at age 65. For early retirees, the subsidies provided for Affordable Care Act health insurance plans can make this an attractive source for health
Episode 41: Can Your Retirement Experience Count On Stocks For The Long Term?
In this special episode, Wade and Alex introduce and welcome Michael Finke, Ph.D. to our RISA® Professional Advisory Board. We also speak with him on his recent article, Forget What
Episode 40: The ABCs of the Medicare Open Enrollment Period
Wade and Alex discuss the foundational decisions that you need to consider as you are in the thick of the Medicare Open Enrollment Period. Is it worth reviewing this decision
