Retire With Style

Episode 28: Understanding The Mechanics of Any Retirement Spending Strategy

Before discussing the many sustainable spending strategies that are out there, Wade and Alex breakdown the essential characteristics that they all have in common. There are four main levers that you need understand independently and collectively to grasp the fundamental strategy of any spending plan.
 
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This episode is sponsored by Retirement Researcher https://retirementresearcher.com/ 

Episode 27: What Tool Will You Use to Plan Your Retirement? (Monte Carlo vs Funded Ratio)

Dave Blanchett joins Wade and Alex in this episode to discuss the different retirement planning approaches. We breakdown the differences between Monte Carlo Analysis and the Funded Ratio and how they both serve a valuable purpose in your retirement income plan. However, listen and find out why we think the Funded Ratio is a better progression indicator for your retirement income success.
 
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This episode is sponsored by McLean Asset Management http://mcleanam.com/

Episode 26: What is Your Funded Ratio? Part 2

In this episode, Wade, Alex, and Bob continue their conversation on the Funded Ratio - and dive into what the results can tell you about where you stand relative to your retirement income goals. Is your strategic allocation aligned with your retirement income style? And what does your Funded Ratio result say about how much risk you may want to be taking in your plan? Listen to find out.
 
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This episode is sponsored by McLean Asset Management http://mcleanam.com/

Episode 25: What is Your Funded Ratio? Part 1

In the episode, Wade, Alex, and very special guest Bob, discuss the Funded Ratio - a household balance sheet oriented approach to analyzing your retirement income plan. Your Funded Ratio answers a very simple question - do you have enough to meet your future spending goals? Listen to the episode to find out.
 
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This episode is sponsored by Retirement Researcher https://retirementresearcher.com/ 

Episode 24: What is the Retirement Income Challenge?

In this episode, Wade and Alex talk with Bob French about Retirement Researcher's upcoming Retirement Income Challenge. Creating a retirement income plan - especially one that fits you - is not easy. But the Retirement Income Challenge will give you all of the tools that you need to design and build a plan that will work for you and your retirement. Listen to the episode to find out how.
To sign up for this free four day challenge (August 1st through the 4th from 12:00-2:00 PM ET each day), visit: https://risaprofile.com/podcast
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Episode 23: What Are Your Spending Patterns in Retirement

In this session, Wade and Alex sit down with expert David Blanchett to discuss his research around the retirement spending smile. Find out how what you spend during the first phase of retirement differs from your second and third phase. We discuss in depth David’s groundbreaking research on the retirement spending smile. While certain expenses may increase as you age, others decrease. Do they balance out? Listen to this episode to find out.
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This episode is sponsored by Retirement Researcher. Join the upcoming Retirement Income Challenge! https://risaprofile.com/podcast 

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 those unexpected expense projections that are tough to pin down.
 
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This episode is sponsored by Retirement Researcher https://retirementresearcher.com/ 
This episode is sponsored by McLean Asset Management http://mcleanam.com/
 

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 those unexpected expense projections that are tough to pin down.
 
To learn more, click here to join our Retirement Researcher mailing list. 
 
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/ 
This episode is sponsored by McLean Asset Management http://mcleanam.com/
 

Episode 20: Talking with a Financial Advisor About Market Downturns and Retirement, Pt 2

This week, Alex and Bob continue their conversation with Brian Bass, CFP, RICP, one of the advisors from McLean Asset Management, on how he is talking to his clients about what's going on in the markets - and how it's affecting their retirement plans. 
To learn more, click here to join our Retirement Researcher mailing list. 
Join our waitlist for the Retirement Income Challenge here: http://retirementresearcher.pages.ontraport.net/waitlist/ric 
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/ 
and McLean Asset Management https://www.mcleanam.com/ 

Episode 19: Talking with a Financial Advisor About Market Downturns and Retirement Plans, Pt 1

This week, Alex and Bob talk to Brian Bass, CFP, RICP, one of the advisors from McLean Asset Management, on how he is talking to his clients about what's going on in the markets - and how it's affecting their retirement plans. We also discuss how your retirement income style shapes how you react to market movements.
To learn more, click here to join our Retirement Researcher mailing list. 
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/