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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
Episode 98: RISA® Styles and Inflation Management
This week we finish our inflation quadrilogy with Bob French of Retirement Researcher. In previous episodes, we have talked about the different tools at our disposal to deal with inflation,
Episode 97: Using Reliable Income to Manage Inflation
This week on Retire With Style, Wade and Alex are joined (yet again) by Bob French, of Retirement Researcher, to look at how you can use reliable income sources (even
Episode 96: Using Investments to Manage Inflation
In today’s episode, Bob French joins Alex and Wade again to continue their conversation on managing inflation and it’s effects on your retirement income plan. This week they look at
Episode 95: Understanding Inflation
Wade and Alex are joined by Bob French, of Retirement Researcher, to talk about inflation. Inflation is one of the biggest risks that retirees face, so it’s important to understand
Episode 94: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you – Part3.
Alex and Ryan continue to discuss McLean’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and to existing clients at least once a year.
Episode 93: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you – Part 2.
Alex and Ryan continue to discuss McLean’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and to existing clients at least once a year.
Episode 92: Understanding an Advisor’s ADV Part 2 brochure to evaluate how an advisor may work with you – Part 1.
In today’s episode, Alex and Ryan discuss McLean Asset Management’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and existing clients at least once
Episode 91: RISA® in Action: How advisors can supercharge their practice in our upcoming RISA® Masterclass for Advisors.
During this special LinkedIn Live episode, Alex and Wade are joined by Intention.ly’s Meghan Richter as they describe the upcoming 3-day Retirement Income Masterclass for Advisors.
Don’t miss
Episode 90: Defining the different types of Financial Professionals and the custody of your assets
In this episode, we begin our arc on becoming an informed consumer of Financial Advice. Alex brings in Ryan Walter, our actual Compliance Attorney for McLean Asset Management and Retirement
Episode 89: RISA® in Action: Doing right by the client with Andrew Lippert
Alex and Wade discuss with Andrew Lippert from Simplified Wealth how the RISA® enables his ability to view a client’s situation agnostically and start the recommendation process with how the
