Looking for something specific?
Search our podcasts
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
[Best of 2023 Repost] Ep. 65 The Ins, Outs, and everything in between of Social Security Claiming Strategies with Mary Beth Franklin
With the New Year coming up quick, we wanted to highlight some of our best episodes to round out 2023. This week we’ll be revisiting our conversation with Mary Beth
Episode 106: A reimagined approach to funding retirement income.
In this episode we sit down with Rebecca Meskin & Cara Reisman from Blackrock to discuss a paper we collaborated on; A reimagined approach to funding retirement income: Defining individual
Episode 105: Managing Taxes in Retirement using the Effective Marginal Tax Rate
Tax planning is the topic du jour for this week, as Wade and Alex discuss a recent article from Advisor Perspectives that Wade wrote with Joe Elsasser from Covisum. Wade
Episode 104: Year End Planning Considerations
Wade and Alex discuss with Rob Cordeau, CFP®, RICP®, CHFC®, the most frequently dealt with year-end planning topics that he discusses with clients. As we near the end of year,
Episode 103: Using RISA® Framework to find the right retirement plan strategy between spouses
In today’s episode, we discuss how married couples frequently do not have the same retirement income style and how the RISA® Framework is used to identify solutions so that both
Episode 102: Practical Implementation of Time Segmentation with Rob Cordeau
On today’s episode, Alex and Wade are joined by Rob Cordeau, CFP, RICP, ChFC, who is the Managing Director of Wealth Management at McLean Asset Management. He shares insights into
Episode 101: Uncovering How Time Segmentation Actually Works
Critics of Time Segmentation and bucketing have questioned whether there is any there, there. A big part of this relates to how Time Segmentation methods decide when to re-fill the
Episode 100: YouTube Live Q&A w/ Bob French (Part 2)
Last week on Retire With Style, we decided to do something a bit special to celebrate this major milestone of 100 episodes and we invited our frequent flyer, Bob French
Episode 100: YouTube Live Q&A w/ Bob French
It’s an occasion to celebrate! This week on Retire With Style, we decided to do something a bit special to celebrate this major milestone of 100 episodes and we invited
Episode 99: Time Segmentation as a Retirement Income Strategy
In today’s episode, Wade and Alex begin their arc on Time Segmentation (i.e., Bucketing) as part of a viable retirement income strategy within the RISA® framework. To start off, we
