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?"

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

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?"

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

This week Wade, Alex, and Bob talk about the third way of active management – Market Timing. Grabbing elements of both Technical and Fundamental Analysis, Market Timing is often the mushy middle of active management. We’ll talk about just what this means, what market timers are doing, and why a lot of the time the people arguing about market timing just kind of miss the point. Listen now to learn more! Announcing the official release of the 2nd Edition of the Retirement Planning Guidebook, updated for 2023! Available for purchase NOW on Amazon. Purchase your copy today: https://retirementresearcher.com/amazon-RPG-2nd-Edition  To accompany this book release, Wade is also hosting a FREE webinar, this Thursday 3/21 at 2 PM ET entitled, Assessing Variable Spending Strategies for Retirement. To learn more and register, visit https://retirementresearcher.com/rws-assessing-variable-spending-strategies  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?”

On this episode, Wade, Alex, and Bob discuss the other major approach to active management – Fundamental Analysis. Unlike Technical Analysis, there actually is some value in Fundamental Analysis. It’s just that the people doing the Fundamental Analysis aren’t necessarily the ones reaping those benefits. We’ll get into what it is, just who does get the benefits of Fundamental Analysis, and how the people doing Fundamental Analysis keep the markets operating efficiently. 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

On this episode, Wade, Alex, and Bob talk about one of the major approaches to active management – Technical Analysis. Technical Analysis appeals to a lot of people (especially in the financial media – there’s a lot of really interesting charts), but does it work? We’ll talk about what Technical Analysis is, how it (sort of) works, and whether you should use it with your retirement 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?"

In this episode, Bob French returns to discuss with Wade and Alex another fundamental question - why do we invest? What's the point of putting our savings at risk? Just like for companies, the financial markets are tools that we can use to prepare for retirement. But as useful as the markets can be, it's important to recognize that the markets don't owe you a retirement. 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

This week Wade, Alex, and Bob bring it back to basics and look at what - and why - the financial markets are. Understanding what's happening in the markets at a fundamental level is key to using them effectively in your retirement income plan. Plus, Alex finds out whether Wade or Bob would have been good plumbers (the answer is no.) 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?"

This week, Wade and Alex welcome Tamiko Toland. As one of the leaders in the retirement income space and Head of Lifetime Income Strategy and Market Intelligence for TIAA, we discuss with Tamiko how larger institutions are tackling the retirement income dilemma as retirees go from accumulation to decumulation mode. We discuss ways institutions like TIAA can facilitate a retirement income paycheck and help individuals achieve a dignified retirement. 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