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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 78: Can you mix retirement income with accumulation? Breaking down living benefits, RILAs, and annuities as an accumulation tools
In this episode, we discuss how you can obtain lifetime income from a fixed-index annuity without annuitizing your contract, and how they are also comparable to more income dedicated options.
Episode 77: RISA® in Action: How the RISA is used to transition clients into a retirement income plan.
We speak with Jessica Wunder, CFP®, RICP®, CRPC® and Alana Light, CFP®, RICP® from McLean Asset Management about how the RISA® is used to transition clients into a retirement income
Episode 76: Fixed Index Annuities: Do they present a best of “annuity” types for retirement income?
As in the previous episodes on annuities, Wade and Alex break down the components of Fixed Indexed annuities (FIAs). They detail the most salient features common across their contract structures
Episode 75: RISA® in Action: Using the RISA® as a retirement income planning teaching tool for individuals.
Wade and Alex speak with Charles Pettit who runs a series of financial education courses for the public called Financial Foundations Course. While open to all, Charles developed this course
Episode 74: Variable Annuities and their practical considerations.
As in the previous episodes on annuities, Wade and Alex break down the components of Fixed Indexed annuities (FIAs). They detail the most salient features common across their contract structures
Episode 73: RISA® in Action: Clarify the retirement income options available to your clients so they understand themselves better.
Wade and Alex speak with Larry Greenwald of BlackDiamond Wealth about how he uses the RISA® to clarify his messaging to clients about their retirement income options. We dig deep
Episode 72: Variable Annuities. When they are useful as a retirement income planning option.
As in the previous episodes on annuities, Wade and Alex break down the components of variable annuities. They detail the most salient features common across their contract structures and help
Episode 71: RISA® in Action: How to use the RISA® for client discovery meetings that lead to effective retirement plan options.
First and foremost, RISA® aside- It is a wonderful episode demonstrating the power of the Hunter family!
Alex and Wade speak to the father and son combo of Brad
Episode 70: Income Annuities: Your New Standard Pension Plans
In this week’s episode, Wade and Alex break down the basic Single Premium Immediate Annuities (SPIA) and Deferred Immediate Annuities (DIA) and describe how these traditional annuities can function as
Episode 69: RISA® in Action: How do our advisors use the RISA® to navigate personalized retirement income plans.
We kick off our “RISA® in Action” arc with our very own advisors, Jason Rizkallah, CFP®, RICP® and Stephan Pomanti, CFP®, RICP®. Coming fresh off our Retirement Income Challenge for
