Retire With Style

Episode 18: Spending Trends in Retirement

Wade and Alex invite Michael Finke for an encore episode where they discuss the research surrounding spending trends in retirement. As you start thinking about how you will spend down your assets, you’ll want to know what you should expect.
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This episode is sponsored by McLean Asset Management http://mcleanam.com/
 

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 income in your retirement plan. We discuss why advisors and individuals need to understand this individual preference before they can begin to create a retirement income plan.
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This episode is sponsored by McLean Asset Management https://mcleanam.com/ 

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. We also discuss why a steady state of inflation is better than the alternative, what your planning implications are, and what strategies do or do not provide a good hedge for rising inflation within your overarching retirement income strategy.
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This episode is sponsored by Retirement Researcher https://retirementresearcher.com/ 

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 worst enemy when it comes to investment and retirement decisions we make under times of extreme market volatility.
We discuss how you utilize an effective framework to set up guardrails that help you make better investment and retirement income decisions going forward.
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This episode is brought to you by McLean Asset Management. For planning help, visit https://www.mcleanam.com/start/ 

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 the why, the how, and whether we think it may or may not continue. We also discuss how to think about this downturn within the context of your overall retirement income strategy.
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This episode is sponsored by McLean Asset Management https://www.mcleanam.com/ 

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 to identify the four main implementation personas. They are Delegators, Collaborators, Self-Directed, and Validators personas.
In addition, we review the potential strengths and weaknesses to each approach to help you identify how you can best implement your retirement income strategy.
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This episode sponsored by McLean Asset Management https://www.mcleanam.com/
 

Episode 12: Psychological Factors That Affect Your Retirement Plan Implementation

In this episode we examine the various psychological and behavioral factors. They include Loss Aversion, Heuristics- Financial Biases, Inertia, Numeracy, Numeracy self-awareness, Retirement Income Self-efficacy, and perceived Advisor Usefulness.
We assess the interplay of these relationships and how they may influence your retirement income concerns, retirement outlook, and investing behaviors- with a special interest into how you view dividend investing as a viable retirement income approach.
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This episode sponsored by Retirement Researcher https://retirementresearcher.com/ 

Episode 11: Understanding Your Health Risk in Retirement

Guest Dan Veto stops by the podcast. Health is not a risk well understood by most individuals preparing for retirement. Too often, health risk is characterized as completely unknowable and therefore is inadequately addressed.
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Visit  https://retirementresearcher.com/understanding to register for Dan's upcoming webinar.

Episode 10: Behavior Finance and Psychology - Setting the Stage for Your Retirement Income Plan

It seemed to us that Behavioral Finance and general psychological concepts are studied independently of each other when it comes to financial planning. In this episode, we lay the groundwork for key behavioral finance and psychological constructs that that impact how you implement your financial plan.
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If you're an advisor, join our April Advisor Challenge! https://risaprofile.com/style/ 

Episode 9: Is there a role for Risk Tolerance Questionnaires within the RISA® Framework?

Wade and Alex examine the RISA® Profile against a popular retirement income strategy selection tool; the Risk Tolerance Questionnaire.
Which one better accounts for:
The new risks in retirement
The different retirement income strategies
The more aligned starting point for retirement
Find out as we review the results from our latest research.
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If you're an advisor, join our April Advisor Challenge! https://risaprofile.com/style/