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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 39: It’s Looking Like a Good Harvest: Should you use Tax Loss Harvesting in Your Portfolio?
Tax Loss Harvesting is one of those “advanced” portfolio management techniques that you hear about. And with the recent market performance, we’ve been hearing about it a lot lately. So,
Episode 38: Party Affiliations and Stock Market Returns – Who has your vote?
Wade and Alex welcome back Bob French as they break down historical party affiliations and subsequent stock market returns across Presidential, Senate, and Congressional Elections. Do general party themes contribute
Episode 37: Retirement Distribution Strategies: How is it REALLY done in a professional setting?
In this episode Alex and Wade speak to Brian Bass, a financial advisor from McLean Asset Management, to discuss the practical applications of the sustainable withdrawal strategies that are frequently
Episode 36: Beyond the 4% Rule: Part 2 – Varied and Various Variable Distribution Strategies
In this episode, Wade and Alex get into the specifics of how Variable Distribution Strategies work – including some of the different rules and techniques that you can use with
Episode 35: Beyond the 4% Rule – Part 1: Different Portfolio Retirement Income Strategies That May Work Better For You
In this episode, Wade and Alex go beyond constant spending strategies and discuss the key assumptions on integrating a more dynamic withdrawal strategy to your retirement plan.
Episode 34: Even In Volatile Markets, Find Out Why The 4% Rule Distribution May Be Too Low
The previous 3 episodes discussed why the 4% rule may be too high. Now, Wade and Alex review why the opposite may be true. We break down four reasons to
Episode 33: More Reasons Why The 4% Rule May Still Be Too High
This episode concludes our three-part discussion on why the 4% sustainable withdrawal rate may be too ambitious as a retirement income planning assumption. In this episode, Wade and Alex get
Episode 32: Three Key Reasons Why Investing for Dividends as a Retirement Income Strategy is a Mistake
Alex and Wade discuss 3 key reasons that point out the dangers of investing for dividends (or yield) as your “go-to” retirement income strategy. Listen to hear them breakdown how
Episode 31: Why the 4% Rule May Be Too High – Part 1
Alex and Wade discuss a few potential reasons why the 4% rule for taking distributions from your investment portfolio may be unfounded in today’s environment. They discuss in-depth the impact
Episode 30: Can We Assume the 4% Rule Provides A Safe Withdrawal Rate For Retirement Income?
Wade and Alex breakdown the origins of the 4% rule and how it set the stage for the foundation of many sustainable spending strategies. They also revisit some of the
