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Episode 167: Navigating Retirement Goals: The Four L’s
In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into the intricacies of financial planning for retirement. They introduce the concept of a financial planning
Recent Episodes
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
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.
