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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 19: Talking with a Financial Advisor About Market Downturns and Retirement Plans, Pt 1
This week, Alex and Bob talk to Brian Bass, CFP, RICP, one of the advisors from McLean Asset Management, on how he is talking to his clients about what’s going
Episode 18: Spending Trends in Retirement
Wade and Alex invite Michael Finke for an encore episode where they discuss the research surrounding spending trends in retirement. As you start thinking about how you will spend down
Episode 17: Should Protected Income Be Part of Your Retirement Income Plan?
In this episode, we discuss with Michael Finke, his research with Wade about the potential benefits to having protected income in your retirement plan. We discuss why advisors and individuals
Episode 16: Inflation – How Did We Get Here and What is the Market Telling Us?
In the episode, we bring back Bob French to help us breakdown inflation within the context of the pandemic and recovery. We also discuss why a steady state of inflation
Episode 15: How Volatile Markets Affect Your Investor Psychology and What You Can Do About It
Wade and Alex take the events from the current market downturn and discuss how our psychological make up becomes our own worst enemy when it comes to investment and retirement
Episode 14: What to Make of the Current Market Downturn
In this episode we invite Bob French to discuss what has been happening lately in the stock and bond markets. We review the why, the how, and whether we think
Episode 13: How to Start Your Retirement Income Plan With Our Financial Implementation Matrix
In this episode, Wade and Alex discuss how retirement income self-efficacy and perceived advisor usefulness can be used to identify the four main implementation personas. They are Delegators, Collaborators, Self-Directed,
Episode 12: Psychological Factors That Affect Your Retirement Plan Implementation
In this episode we examine the various psychological and behavioral factors. They include Loss Aversion, Heuristics- Financial Biases, Inertia, Numeracy, Numeracy self-awareness, Retirement Income Self-efficacy, and perceived Advisor Usefulness.
Episode 11: Understanding Your Health Risk in Retirement
Guest Dan Veto stops by the podcast. Health is not a risk well understood by most individuals preparing for retirement. Too often, health risk is characterized as completely unknowable and
Episode 10: Behavior Finance and Psychology – Setting the Stage for Your Retirement Income Plan
It seemed to us that Behavioral Finance and general psychological concepts are studied independently of each other when it comes to financial planning. In this episode, we lay the groundwork
