Retire With Style
The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement planning.
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Episodes
Friday May 26, 2023
Friday May 26, 2023
If you want to get a sense of what’s developing in the world of retirement income, then you’ll want to check out our bonus episode. The Alliance for Lifetime Income, the leading consumer advocacy group for protected lifetime income held a summit on the state of retirement income with the help of leading academics and practitioners. Jason Fichtner, the Senior Fellow for the Alliance for Lifetime Income and Retirement Income Institute, will review with us the presentations and panels in this year's summit. Listen now to learn more!
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"
Tuesday May 23, 2023
Tuesday May 23, 2023
Wade and Alex invite Jason Fichtner, former Social Security Administration Chief Economist, to look behind the curtains to see the steps the government is making to help you lead a dignified retirement. We discuss how steps were taken to re-frame your claiming decisions, how client service representatives are trained to provide the most up to date information for you, and the steps they continually take to make sure they are helping you become an informed consumer to help you on your way to an appropriate claiming strategy.
And yes, of course, we talk about the trust fund and the debt ceiling as it relates to Social Security’s solvency. Listen now to learn more!
Links
Join the waitlist for our next round of the Retirement Income Challenge at risaprofile.com/podcast
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
Tuesday May 16, 2023
Tuesday May 16, 2023
In this episode, we welcome Mary Beth Franklin and discuss the various intricacies of social security claiming strategies. While there are basic decision trees that most of us know about, Mary Beth goes into detail regarding more nuanced strategies that can make a big difference in your payout. We also discuss Mary’s views on where she sees social security over the long term. Listen Now to learn more!
Links
Join the FREE 4-day Retirement Income Challenge for Consumers on May 22nd-25th by registering now at risaprofile.com/podcast
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"
Tuesday May 09, 2023
Tuesday May 09, 2023
A popular thought in the Zeitgeist is that it is important to claim Social Security as soon as possible because the whole system is on track to insolvency. Alex and Wade explore this issue with guest Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, the Managing Director of Wealth Management at McLean Asset Management. We find that while reform is needed, many options are available, and near retirees can still expect to receive most, if not all, of their presently legislated benefits. Listen now to learn more!
Links
https://www.crfb.org/socialsecurityreformer/
Join the FREE 4-day Retirement Income Challenge for Consumers on May 22nd-25th by registering now at risaprofile.com/podcast
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
Tuesday May 02, 2023
Tuesday May 02, 2023
A topic of intense debate is about what's the best age to claim Social Security. Should people do it as soon as possible after reaching age 62, or wait until they get closer to 70? Alex and Wade will look at arguments on both sides of the debate and provide our assessment of their legitimacy. Listen now to learn more!
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"
Tuesday Apr 25, 2023
Tuesday Apr 25, 2023
Households struggle with making right the Social Security claiming decisions. But the differences between good and bad decisions can add up to more than $100,000 in missed benefits over the lifetime of the household. To help everyone be on the right track, Wade and Alex describe a six-step process to help guide individuals through the complexity of Social Security. Listen now to learn more!
LinksGet Your Social Security Statement at: http://www.ssa.gov/myaccount
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
Tuesday Apr 18, 2023
Tuesday Apr 18, 2023
Now that Wade, Alex, and Bob have talked (extensively) about how not to invest, we want to be a little more upbeat. On this week's episode, we want to take a closer look at some of the things that do work - and what that tells you about how to construct your own investment portfolio. Listen now to learn more!
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"
Tuesday Apr 11, 2023
Tuesday Apr 11, 2023
In the episode, Wade and Alex discuss Wade’s bestselling book- the 2nd Edition of the Retirement Planning Guidebook, and how it sets an orderly foundation of all the questions you need to ask yourself as you ready yourself for the next chapter in your life. They also discuss the important differences and additions in this new edition that were not in the original. Listen Now to learn more!
Links
Download the Book Updates Summary for the 2nd Edition of the Retirement Planning Guidebook: https://retirementresearcher.com/rpg2-updates
Purchase your copy of the 2nd Edition of the Retirement Planning Guidebook today: https://retirementresearcher.com/amazon-RPG-2nd-Edition
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
Tuesday Apr 04, 2023
Tuesday Apr 04, 2023
On this week's episode, Wade, Alex, and Bob are joined by Weston Wellington, Vice President of Investment Strategy at Dimensional Fund Advisors, to discuss how to think about the big picture of investing. When we talk about investing it's very easy to lose sight of the forest for the trees. Weston helps us pull our focus back and talks about why this is so important to have a good investment experience. Listen now to learn more!
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"
Tuesday Mar 28, 2023
Tuesday Mar 28, 2023
In this episode, Wade, Alex, and Bob take a look at the ultimate test of whether someone can beat the market - Can professional money managers actually beat the market? That's their job, so they should be doing something, right? Well, apparently not. They will talk about how we know this, what it means, and what you should be doing about it. Listen now to learn more!
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips