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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 123: The Importance of Long-Term Care Planning with Neal Gordon
In this conversation, Alex, Wade, and Neal discuss the importance of long-term care planning in retirement. They highlight the emotional aspect of planning for long-term care and the challenges of
Episode 122: Thinking Like A (Financial) Economist
In this conversation, Bob French interviews his father, Ken French, a professor of finance, about key concepts in economics and investing. They discuss the concept of marginal cost and marginal
Episode 121: The Importance of Adult Daycare Centers with Jackie Smiertka
Jackie Smiertka, the owner of Quality of Life Adult Daycare Health Care Center, shares her journey of opening an adult daycare center and the importance of providing purpose and meaning
Episode 120: The Role Of IMOs with Dennis Mattern
In this episode, Wade Pfau and Alex Murguia interview Dennis Mattern from Creative One about the role of Independent Marketing Organizations (IMOs) in the financial industry. They discuss the difference
Episode 119: Options for Funding Long-Term Care Expenses (Part 5)
In this episode, Alex and Wade discuss options for funding long-term care expenses. They start by clarifying that Medicare is not a long-term care funding option, as it is for
Episode 118: Long-Term Care Planning: Nursing Homes and CCRCs (Part 4)
In this episode, Wade and Alex continue their discussion on long-term care, focusing on nursing homes and continuing care retirement communities (CCRCs). They also touch on hospice care and the
Episode 117: The Continuum of Long-Term Care Planning (Part 3)
In this episode, Alex and Wade discuss the continuum of long-term care, focusing on the different levels of care and the importance of planning for aging in place. They explain
Episode 116: Costs and Prevalence of Long-Term Care Planning (Part 2)
In this episode, Wade and Alex discuss the costs and prevalence of long-term care. They explore the probabilities of needing long-term care and the average lengths of care for men
Episode 115: Intro to Long-Term Care Planning
In this episode, Wade and Alex introduce the long-awaited arc on long-term care planning. They discuss the importance of planning for long-term care and the impact it can have on
Episode 114: RWS Live (not really): Answering Your Safe Withdrawal Rate & Annuity Questions (Part 8)
In this episode, Alex and Wade answer questions on safe withdrawal rates, annuities, and retirement planning. They discuss the considerations for investing in a Qualified Longevity Annuity Contract (QLAC) and
