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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 133: YouTube Live Q&A (not really): Answering Your Retirement Planning Questions with Rob Cordeau
In this episode, Alex, Wade and Rob answer listener questions about retirement planning. They discuss topics such as asset allocation, selling RSUs, managing sequencing risk, and when to claim Social
Episode 132: YouTube Live Q&A (Part 3)
In this conversation, Alex Murguia and Wade Pfau discuss various topics related to retirement planning, including glide paths, asset allocation, index funds, and tax planning. They address questions about implementing
Episode 131:The Impact of the Election on the Stock Market and Retirement Planning
In this conversation, Alex and Bob discuss the impact of the election on the stock market and retirement planning. They emphasize the importance of looking at historical data and not
Episode 130: YouTube Live Q&A (Part 2)
In this episode, the conversation covers various aspects of long-term care, including qualifying for long-term care insurance, alternative options for funding long-term care, and the role of Medicaid. Alex and
Episode 129: YouTube Live Q&A (Part 1)
In this conversation, Wade Pfau and Alex Murguia discuss retirement planning and how to determine how much can be spent from a portfolio without running out of money. They touch
Episode 128: Long-Term Care Planning (Part 12): The Different Features of Long-Term Care Planning
In this episode, Wade and Alex discuss the different features of long-term care insurance. They cover topics such as waiting periods, benefit periods, benefit amounts, inflation adjustments, and methods of
Episode 127: Long-Term Care Planning (Part 11): Traditional Long-Term Care Insurance Policies
In this conversation, Alex and Wade discuss traditional long-term care insurance policies. They address the declining popularity of these policies and the shift towards hybrid policies. They also cover topics
Episode 126: Long-Term Care Planning (Part 10): Medicaid As A Funding Source
In this episode, Wade and Alex discuss Medicaid as a funding source for long-term care. They touch on the importance of Medicaid planning and the different rules and qualifications that
Episode 125: The Importance of Incorporating Long-Term Care Into Financial Planning with Jason Rizkallah
In this conversation, Alex, Wade, and Jason discuss the importance of incorporating long-term care into financial planning. They share a real-life example of a client who unexpectedly needed long-term care
Episode 124: Insights into Continuing Care Retirement Communities with Rob Cordeau
In this episode, Wade Pfau and Alex Murguia are joined by Rob Cordeau to discuss Continuing Care Retirement Communities (CCRCs). They provide an overview of what CCRCs are and how
