Wade and Alex breakdown the origins of the 4% rule and how it set the stage for the foundation of many sustainable spending strategies. They also revisit some of the assumptions in the original study and point out areas for further consideration for your retirement income success.

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

In order to set up an investment-driven spending strategy in retirement, you need to understand the timing of your potential market returns. In this episode, Wade and Alex discuss four ways you can manage this timing risk. Listen to this episode to find out what they are.

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

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/

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/

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/

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/

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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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

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: https://retirementresearcher.com/subscribe-to-our-weekly-newsletter/

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

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

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: https://retirementresearcher.com/subscribe-to-our-weekly-newsletter/

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

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