Ranked #1
Episode 22: How to Get Those Unknown Expenses in Retirement Right, Pt 2
Episode 22: How to Get Those Unknown Expenses in Retirement Right, Pt 2
While expectations are one thing, in life “results vary.” In the episode, Wade and Alex break down how to think about th... Read more
12 Jul 2022
•
48mins
Ranked #2
Episode 21: How to Get Those Unknown Expenses in Retirement Right, Pt 1
Episode 21: How to Get Those Unknown Expenses in Retirement Right, Pt 1
While expectations are one thing, in life “results vary.” In the episode, Wade and Alex break down how to think about th... Read more
5 Jul 2022
•
41mins
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Ranked #3
Episode 20: Talking with a Financial Advisor About Market Downturns and Retirement, Pt 2
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This week, Alex and Bob continue their conversation with Brian Bass, CFP, RICP, one of the advisors from McLean Asset Ma... Read more
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Episode 19: Talking with a Financial Advisor About Market Downturns and Retirement Plans, Pt 1
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Ranked #5
Episode 18: Spending Trends in Retirement
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Wade and Alex invite Michael Finke for an encore episode where they discuss the research surrounding spending trends in ... Read more
14 Jun 2022
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Ranked #6
Episode 17: Should Protected Income Be Part of Your Retirement Income Plan?
Episode 17: Should Protected Income Be Part of Your Retirement Income Plan?
In this episode, we discuss with Michael Finke, his research with Wade about the potential benefits to having protected ... Read more
7 Jun 2022
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Ranked #7
Episode 16: Inflation - How Did We Get Here and What is the Market Telling Us?
Episode 16: Inflation - How Did We Get Here and What is the Market Telling Us?
In the episode, we bring back Bob French to help us breakdown inflation within the context of the pandemic and recovery.... Read more
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Ranked #8
Episode 15: How Volatile Markets Affect Your Investor Psychology and What You Can Do About It
Episode 15: How Volatile Markets Affect Your Investor Psychology and What You Can Do About It
Wade and Alex take the events from the current market downturn and discuss how our psychological make up becomes our own... Read more
24 May 2022
•
52mins
Ranked #9
Episode 14: What to Make of the Current Market Downturn
Episode 14: What to Make of the Current Market Downturn
In this episode we invite Bob French to discuss what has been happening lately in the stock and bond markets. We review ... Read more
17 May 2022
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49mins
Ranked #10
Episode 13: How to Start Your Retirement Income Plan With Our Financial Implementation Matrix
Episode 13: How to Start Your Retirement Income Plan With Our Financial Implementation Matrix
In this episode, Wade and Alex discuss how retirement income self-efficacy and perceived advisor usefulness can be used ... Read more
10 May 2022
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38mins
