Retire With Style Wade Pfau & Alex Murguia

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. 

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/

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.

This episode is sponsored by Retirement Researcher https://retirementresearcher.com/

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.

This episode is sponsored by McLean Asset Management http://mcleanam.com/

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.

This episode is sponsored by McLean Asset Management https://mcleanam.com/

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.

This episode is sponsored by Retirement Researcher https://retirementresearcher.com/

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.

This episode is brought to you by McLean Asset Management. For planning help, visit https://www.mcleanam.com/start/