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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 88: What to Look for in Annuity Illustrations and Contracts (Part 2)
On this week’s episode, Wade is continuing his conversation with Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, and Jason Rizkallah, CFP®, RICP®, of McLean Asset Management about what listeners need
Episode 87: RISA® in Action: The Client Discovery Meeting with the 4:8 Group and more.
In today’s RISA® in Action entry, Wade and Alex speak with Bob Bove and David Meler from the 4:8 Group. Bob and David discuss their stewardship approach to wealth management
Episode 86: What to Look for in Annuity Illustrations and Contracts (Part 1)
On this week’s episode, Wade is hosting without Alex. But Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, and Jason Rizkallah, CFP®, RICP®, of McLean Asset Management join Wade to get
Episode 85: RISA® in Action with Doug Oosterhart, CFP®
For this week’s RISA® in Action episode, Wade and Alex welcome Doug Oosterhart, CFP®, from LifePoint Planning. Doug was truly an early adopter of the RISA®, asking his clients to
Episode 84: Understanding the Index Choices for Index Annuities
On today’s episode, Wade and Alex are joined by Branislav Nikolic, who is a Managing Director and Head of Insurance at the Index Standard. In his role, he is responsible
Episode 83: More on Annuities with the Author of Annuities for Dummies – Part 2
Our special Friday bonus episode this week is Part 2 of the discussion with Kerry Pechter, whose “2nd edition of Annuities for Dummies” was released on July 20th. In this
Episode 82: More on Annuities with the Author of Annuities for Dummies – Part 1
This week Alex and Wade welcome Kerry Pechter to the show. Kerry is the author of “Annuities for Dummies”, which is part of the wildly popular For Dummies series of
Episode 81: RISA® in Action: How the RISA® is used to initiate meaningful and personal retirement planning conversations.
We speak with Neal Gordon, Gordon Wealth Planning, and discuss how he uses the RISA® to enable him to get to the heart of financial planning and the emotional matter
Episode 80: Protection as An Asset Class
In today’s episode, Alex and Wade discuss Wade’s recent research paper, “Protection as an Asset Class.” After getting into a discussion of what an asset class means, they talk about
Episode 79: RISA® in Action: How the RISA® points to potential starting point and potential ending point for couples and their retirement income strategy.
We speak with Michael Demkiw, from Third Tier Wealth Management. Michael discusses how his interactions with the RISA® have helped him take a step back and realize how he now
