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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 29: What are the Four Approaches to Managing Sequence Risk?
In order to set up an investment-driven spending strategy in retirement, you need to understand the timing of your potential market returns. In this episode, Wade and Alex discuss four
Episode 28: Understanding The Mechanics of Any Retirement Spending Strategy
Before discussing the many sustainable spending strategies that are out there, Wade and Alex breakdown the essential characteristics that they all have in common. There are four main levers that
Episode 27: What Tool Will You Use to Plan Your Retirement?
Dave Blanchett joins Wade and Alex in this episode to discuss the different retirement planning approaches. We breakdown the differences between Monte Carlo Analysis and the Funded Ratio and how
Episode 26: What is Your Funded Ratio? Part 2
In this episode, Wade, Alex, and Bob continue their conversation on the Funded Ratio – and dive into what the results can tell you about where you stand relative to
Episode 25: What is Your Funded Ratio? Part 1
In the episode, Wade, Alex, and very special guest Bob, discuss the Funded Ratio – a household balance sheet oriented approach to analyzing your retirement income plan. Your Funded Ratio
Episode 24: What is the Retirement Income Challenge?
In this episode, Wade and Alex talk with Bob French about Retirement Researcher’s upcoming Retirement Income Challenge. Creating a retirement income plan – especially one that fits you – is
Episode 23: What Are Your Spending Patterns in Retirement
In this session, Wade and Alex sit down with expert David Blanchett to discuss his research around the retirement spending smile. Find out how what you spend during the first
Episode 22: How to Get Those Unknown Expenses in Retirement Right, Pt 2
While expectations are one thing, in life “results vary.” In the episode, Wade and Alex break down how to think about those unexpected expense projections that are tough to pin
Episode 21: How to Get Those Unknown Expenses in Retirement Right
While expectations are one thing, in life “results vary.” In the episode, Wade and Alex break down how to think about those unexpected expense projections that are tough to pin
Episode 20: Talking with a Financial Advisor About Market Downturns and Retirement, Pt 2
This week, Alex and Bob continue their conversation with Brian Bass, CFP, RICP, one of the advisors from McLean Asset Management, on how he is talking to his clients about
