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Episode 168: Funded Ratio vs. Monte Carlo: Which is Better?
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau discuss the importance of understanding the funded ratio in retirement planning. They explore how the funded ratio
Recent Episodes
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
Episode 9: Is there a role for Risk Tolerance Questionnaires within the RISA® Framework?
Wade and Alex examine the RISA® Profile against a popular retirement income strategy selection tool; the Risk Tolerance Questionnaire.
Which one better accounts for:
The new risks in
Episode 8: Making Sense of the Different Retirement Income Strategies Within the RISA® Framework
In this episode, we go into detail the different retirement strategies within the RISA® Matrix. Two strategies reflect complementary RISA® profile beliefs and two other strategies were developed to reflect
Episode 6: Secondary Retirement Income Styles, Part 2
This is the second part of our discussion on secondary RISA® factors (no pun intended ????). In this episode we discuss how your views towards developing a stable floor of
Episode 7: Smile, It’s the RISA® Framework – Blending Your Retirement Income Personality with Strategies that Resonate
This is the second part of our discussion on secondary RISA® factors (no pun intended). In this episode we discuss how your views towards developing a stable floor of income
Episode 5: Secondary Retirement Income Styles, Part 1
We discuss two secondary RISA® factors that help tell your retirement story. We go into detail about two types of liquidity preferences and how the way you choose to receive
