
Sign up to save your podcasts
Or


On today's episode, Alex and Wade are joined by Rob Cordeau, CFP, RICP, ChFC, who is the Managing Director of Wealth Management at McLean Asset Management. He shares insights into how Time Segmentation strategies can be implemented in practice, and he comes with a lot of great analogies to help you think about whether this Retirement Income Style is right for you. 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?"
By Wade Pfau & Alex Murguia3.9
170170 ratings
On today's episode, Alex and Wade are joined by Rob Cordeau, CFP, RICP, ChFC, who is the Managing Director of Wealth Management at McLean Asset Management. He shares insights into how Time Segmentation strategies can be implemented in practice, and he comes with a lot of great analogies to help you think about whether this Retirement Income Style is right for you. 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?"

450 Listeners

816 Listeners

1,312 Listeners

543 Listeners

752 Listeners

557 Listeners

694 Listeners

616 Listeners

934 Listeners

348 Listeners

828 Listeners

200 Listeners

597 Listeners

1,062 Listeners

139 Listeners