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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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