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Episode 102: Practical Implementation of Time Segmentation with Rob Cordeau
Manage episode 382536605 series 3330615
Content provided by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
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Manage episode 382536605 series 3330615
Content provided by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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?"
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