Latest episodes
Episode 199: Beyond the Numbers: Planning for Life, Not Just Finances
In part two of their conversation, financial advisors Alex Murguia and Dan Haylett explore the challenges of financial advising, focusing ...
Episode 199: Beyond the Numbers: Planning for Life, Not Just Finances
In part two of their conversation, financial advisors Alex Murguia and Dan Haylett explore the challenges of financial advising, focusing on client objections, the importance of listening, and integrating emotional ...
Episode 198: Beyond the Numbers: The Human Side of Retirement
In part one of their conversation with Dan Haylett, Wade Pfau and Alex Murguia explore the human side of retirement planning. They emphasize that financial planning is only part of ...
What Pickleball can teach us
about retirement…hear us out!
RISA® | 24 November 2024
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What Pickleball can teach us
about retirement…hear us out!
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
What Pickleball can teach us
about retirement…hear us out!
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
What we're talking about
What is an asset allocation? And why is it important?
Tax considerations when
delaying social security
What is an asset allocation? And why is it important?
Tax considerations when
delaying social security
Topics we've covered
What you’re talking about
Moving forward in your retirement journey
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