Best Wade Pfau Podcasts (2024)

1
Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70) 29:24

2h ago29:24

29:24

Customer experiences matter. How can we better align our clients’ retirement plans with their lifestyles? In this episode, Jack Martin sits down with Dr. Wade Pfau, founder of Retirement Researcher and renowned for his expertise in annuities and retirement income to explore innovative developments in annuities, examine the evolving landscape of ret…

1
The Harsh Truth About Investing Edge with Adam Butler 1:20:27

1h ago1:20:27

1:20:27

In this episode of Excess Returns, we sit down with our good friend Adam Butler, co-founder and Chief Investment Officer of ReSolve Asset Management. We cover a lot of ground, including: The challenge of distinguishing investment edge from noise over typical investing lifetimesThe concept of return stacking and how it allows investors to increase p…

1
Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71) 30:00

5h ago30:00

30:00

Is the United States truly in a retirement crisis, or are we simply facing manageable challenges? Understanding the intricacies of retirement planning and personalizing the risks and solutions can make the difference between a secure future and a financial struggle. Are your clients prepared to face the most significant retirement challenges head-o…

1
Episode 142: Tax-Efficient Retirement Strategies 51:40

3h ago51:40

51:40

In this episode, Alex and Wade discuss tax-efficient retirement strategies, specifically focusing on tax diversification. They explain the three broad types of tax treatments in the tax code: taxable accounts, tax-deferred accounts (such as IRAs and 401ks), and tax-exempt accounts (such as Roth IRAs). They highlight the importance of having assets …

1
Value Investing in a Changing World with Aswath Damodaran 1:09:25

1d ago1:09:25

1:09:25

In this episode of Excess Returns, we sat down with NYU professor Aswath Damodaran to discuss his new book on the corporate life cycle and get his insights on a wide range of investing topics.We cover:- How companies age and why they struggle to act their age- The importance of storytelling in valuation- Aswath's thoughts on factor investing and it…

1
Episode 141: Tax-Efficient Retirement Distributions 53:56

6h ago53:56

53:56

In this episode, Alex and Wade introduce a new arc on tax-efficient retirement distributions. They discuss the importance of tax planning and how it can add value to your bottom line. They explain the concept of marginal tax rates and how they differ from average tax rates. They also touch on state income taxes, filing options, and the different fe…

1
Challenging "Stocks for the Long Run" with Jason Buck 1:01:49

7d ago1:01:49

1:01:49

In this episode of Excess Returns, we sit down with Jason Buck of Mutiny Funds to examine the idea of stocks for the long run and some potential challenges to it. We discuss:- Why the impressive historical returns of the US stock market may be an outlier- The importance of looking at real returns vs nominal returns- How to build a diversified portf…

1
Episode 140: Are you ready for our Retirement Income Challenge? Join us as we begin next week. 44:27

8d ago44:27

44:27

The Retirement Income Challenge is a four-day event that helps individuals create a retirement income plan. Day one focuses on the Retirement Income Style Assessment (RISA), which analyzes two factors: probability-based safety first and optionality versus commitment. Day two introduces the funded ratio, a balance sheet approach to financial plannin…

1
The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan 1:02:31

1h ago1:02:31

1:02:31

In this episode of Excess Returns, we welcome back Andy Constan, founder of DampedSpring . We cover a wide range of topics, including recent market volatility, the broader economic outlook, and Andy's perspectives on inflation and monetary policy. Andy shares his framework for analyzing deleveraging events, emphasizes the importance of thinking in …

1
Episode 139: What to expect in Retirement 46:39

15d ago46:39

46:39

In this episode, Alex, Wade, and Jason discuss what to expect in retirement. They cover several major lifestyle changes that occur during retirement, including the loss of work identity, increases in unstructured time, changes in social connections, shifts in physical health, adjustments in daily routines, and the need for financial planning. They …

1
Challenging Conventional Investing Beliefs with Meb Faber 58:30

18d ago58:30

58:30

In this episode of Excess Returns, we sit down with Meb Faber, founder of Cambria Investment Management, to discuss his unconventional views on investing that often go against mainstream opinions. We explore a wide range of topics, including the Federal Reserve's performance, dividend investing strategies, international diversification for U.S. inv…

1
Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69) 35:32

17d ago35:32

35:32

Are you leveraging the full potential of video to connect with your clients? Ready to learn how video marketing can transform your financial advisory practice? The truth is that innovative video strategies can transform your client relationships and business growth. In this episode of The Breakthrough Advisor, Jack Martin sits down with Laura Garfi…

1
Episode 138: The Meaning of Retirement 44:01

7d ago44:01

44:01

In this episode, Wade, Alex, and Jason discuss the meaning of retirement and the factors to consider when deciding on a retirement date. They explore the idea that retirement is not just about leisure activities like golfing, but also about personal goals and relationships. They also touch on the possibility of working in retirement and the importa…

1
A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau 1:02:50

26d ago1:02:50

1:02:50

In this episode of Excess Returns, our good friend Matt Ziegler interviews retirement planning expert Wade Pfau. They discuss key concepts in retirement income planning, including the 4% rule, variable withdrawal strategies, and Pfau's "safety first" approach. They discuss Wade's work on retirement income styles and the RISA (Retirement Income Styl…

151
Episode 137: The Evolution of Messaging in the Financial Advisory Industry 51:36

14d ago51:36

51:36

In this episode, Wade and Alex discuss the evolution of messaging in the financial advisory industry and the importance of retirement income planning. They highlight the transition from brokers to investment managers to wealth managers and the shift from accumulation to decumulation. They emphasize the need for comprehensive financial planning that…

1
Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle 1:02:01

19d ago1:02:01

1:02:01

In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformance of small cap and value stocks, tackle the challenges of long periods of underperformance for value strategies, and examine how Tobias constructs his portfolios. We delve into his process for selectin…

1
Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68) 32:31

1M ago32:31

32:31

Life insurance has the potential to revolutionize retirement planning. In this episode of The Breakthrough Advisor, Jack Martin sits down with Patrick Kelly, renowned author and insurance industry veteran, to explore the powerful benefits of integrating life insurance into retirement strategies. Patrick shares his journey from insurance producer to…

301
Episode 136: Personal Values Investing - Understanding and Using ESG Investments in Your Portfolio 44:33

22d ago44:33

44:33

In this conversation, Bob French and Rob Cordeau discuss ESG (Environmental, Social, and Governance) investing and its growing popularity. They explore the different ways investors can align their portfolios with their personal values and beliefs. They also address common misconceptions about ESG investing, such as it being solely for liberal inves…

1
The Case for a Continued Rally with Warren Pies 56:07

2M ago56:07

56:07

In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half of 2024, discussing topics like the future of the 60/40 portfolio, inflation trends, labor market indicators, earnings expectations, and the impact of AI on producti…

1
Episode 135: RISA® in Action with James Matthews 59:44

2M ago59:44

59:44

In this conversation, Wade Pfau, Alex Murguia, and James Matthews discuss retirement income and the Retirement Income Style Awareness (RISA) framework. James shares his background in the retirement income space and his realization that traditional retirement planning advice was lacking. The conversation touches on the limited investment options in …

1
Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67) 35:55

2M ago35:55

35:55

Advisors have three pillars of growth: client retention, increasing share of wallet, and new client acquisition. All three are driven by what clients seek most — trust. The challenge is how to achieve trusted advisor status in an increasingly digital world. In this episode, Jack Martin interviews Charles Green, co-author of the book “The Trusted Ad…

1
Passive Investing, Inflation and the Bifurcated Economy with Mike Green 58:41

2M ago58:41

58:41

In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares insights from recent academic research supporting his thesis and discusses how the risks of passive may play out over time. We also explore potential risks from increased options usage and the short vola…

1
Episode 134 YouTube Live Q&A (not really): Answering Your Questions about Portfolio Allocation in Retirement 36:14

2M ago36:14

36:14

In this episode, Wade and Alex answer listener questions about portfolio allocation in retirement. They discuss the impact of low yields on TIPS and how it affects a retiree's portfolio. They also explore the optimal allocation of assets in taxable, tax-deferred, and tax-avoided accounts. Additionally, they address the role of annuities in retireme…

1
Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History 1:05:06

1M ago1:05:06

1:05:06

In this episode from our sister podcast Two Quants and a Financial Planner, we dive into the key lessons we took from our recent conversation with Rick Ferrii on Excess Returns. If you enjoy the episode and want to receive future episodes of the podcast, please subscribe by searching Two Quants and a Financial Planner on your favorite podcast platf…

1
A Tour of the Macroeconomic Landscape with Bob Elliott 54:35

2M ago54:35

54:35

In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topics, including inflation, the Federal Reserve's policies, and the overall state of the economy. Bob shares his insights on how market price targets can be evaluated from a fundamental perspective and di…

1
Episode 133: YouTube Live Q&A (not really): Answering Your Retirement Planning Questions with Rob Cordeau 40:49

2M ago40:49

40:49

In this episode, Alex, Wade and Rob answer listener questions about retirement planning. They discuss topics such as asset allocation, selling RSUs, managing sequencing risk, and when to claim Social Security. They provide insights on diversification, tax implications, and the importance of considering both sequence risk and concentration risk. The…

1
Show Us Your Portfolio: Eric Crittenden 1:04:05

2M ago1:04:05

1:04:05

In our latest episode of Show Us Your Portfolio, we speak with Standpoint's Eric Crittenden. Eric discusses the all weather approach he uses to construct his personal portfoio. He emphasizes maximizing "true wealth" per unit of risk, which he defines as compounded returns after accounting for all costs, taxes, and inflation. Eric's all-weather inve…

1
Episode 132: YouTube Live Q&A (Part 3) 35:02

2M ago35:02

35:02

In this conversation, Alex Murguia and Wade Pfau discuss various topics related to retirement planning, including glide paths, asset allocation, index funds, and tax planning. They address questions about implementing a rising equity glide path, asset allocation across different types of accounts, the performance of index funds, and the availabilit…

1
Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66) 33:54

3M ago33:54

33:54

There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients. Tax planning does all three. In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax planning wealth manager and top Carson Wealth advisor. …

1
The Benefits of a Simple Investment Approach with Rick Ferri 57:33

2M ago57:33

57:33

In this episode of Excess Returns, we sit down with Rick Ferri to discuss a wide range of investing topics. We explore the concept of investing with simplicity, the importance of asset allocation, and the role of passive investing in today's market. Rick shares his insights on the stages investors go through to reach the point where simplicity is b…

1
Episode 131: The Impact of the Election on the Stock Market and Retirement Planning 47:35

3M ago47:35

47:35

In this conversation, Alex and Bob discuss the impact of the election on the stock market and retirement planning. They emphasize the importance of looking at historical data and not getting caught up in the rhetoric and uncertainty of the election cycle. They also highlight the recency effect and how campaigns are information machines that can inf…

1
Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman 47:43

2M ago47:43

47:43

In this episode of Excess Returns, we sit down with Simeon Hyman, Global Investment Strategist at ProShares, for a wide-ranging discussion on the current state of the economy, inflation, the Fed, market valuations, and market leadership. Simeon shares his thoughts on the possibility of a soft landing, the impact of AI on productivity and the econom…

1
Episode 130: YouTube Live Q&A (Part 2) 51:57

3M ago51:57

51:57

In this episode, the conversation covers various aspects of long-term care, including qualifying for long-term care insurance, alternative options for funding long-term care, and the role of Medicaid. Alex and Wade also discuss the importance of planning for long-term care and the potential challenges faced by individuals who cannot afford to pay f…

1
Investing in India's Huge Future Potential with Anupam Ghose 1:02:59

2M ago1:02:59

1:02:59

In this episode of Excess Returns, we sit down with Anupam Ghose, co-founder of System2 Advisors and sub-advisor to the Simplify Tara India Opportunities ETF. We discuss the Indian economy, recent political developments, and the country's attractive demographics and growth potential. Anupam shares his approach to stock picking for his concentrated …

1
Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65) 31:30

3M ago31:30

31:30

Retirement, divorce, loss of a spouse, remarriage, aging, disability, becoming a caregiver…these are all life-changing moments for a client. Can you confidently handle these tough conversations? Join Jack Martin and Dr. Amy D’Aprix, a distinguished expert, speaker, and coach on life transitions, as they explore how to navigate life-changing client …

1
Episode 129: YouTube Live Q&A (Part 1) 43:37

3M ago43:37

43:37

In this conversation, Wade Pfau and Alex Murguia discuss retirement planning and how to determine how much can be spent from a portfolio without running out of money. They touch on the use of Monte Carlo simulations and the funded ratio approach. They also highlight the limitations of Monte Carlo simulations and the importance of considering the ma…

1
Energy Infrastructure Investing with Greg Reid 57:49

3M ago57:49

57:49

In this episode of Excess Returns, we speak with Greg Reid, President of Real Assets at Westwood Group Holdings and lead portfolio manager for their $2 billion energy investment team. We cover the outlook for energy and the major areas of the energy market. We discuss the future of clean energy and why traditional fuels may play a bigger role in it…

1
Episode 128: Long-Term Care Planning (Part 12): The Different Features of Long-Term Care Planning 53:16

3M ago53:16

53:16

In this episode, Wade and Alex discuss the different features of long-term care insurance. They cover topics such as waiting periods, benefit periods, benefit amounts, inflation adjustments, and methods of payment. They also touch on the administrative aspects of managing long-term care insurance and qualifying expenses. In this conversation, Alex …

1
Redefining Moat Investing with Yuri Khodjamirian 1:01:57

3M ago1:01:57

1:01:57

In this episode of Excess Returns, we talk Moat investing with Yuri Khodjamirian, CIO of Tema ETFs. We discuss his unique approach to identifying companies with durable competitive advantages and how it differs from traditional Moat investing. We also look at the various types of moats, such as economies of scale, strong network effects, non-replic…

1
Unlock the Secret to Exceptional Organic Growth (Ep. 64) 26:41

4M ago26:41

26:41

In an increasingly competitive financial services landscape, many advisors are struggling to maintain a strong and steady growth rate. The challenge often lies in standing out, building strong client relationships, and effectively leveraging available resources and strategies. In this episode, Jack Martin delves into the proven strategies and secre…

1
Episode 127: Long-Term Care Planning (Part 11): Traditional Long-Term Care Insurance Policies 48:42

4M ago48:42

48:42

In this conversation, Alex and Wade discuss traditional long-term care insurance policies. They address the declining popularity of these policies and the shift towards hybrid policies. They also cover topics such as premium payments, care coordinators, and the importance of starting early with long-term care planning. Wade emphasizes the need to r…

1
Inside the Berkshire Hathaway Annual Meeting with Adam Mead 58:00

3M ago58:00

58:00

In this episode of Excess Returns, we sit down with Adam Mead, founder of Mead Capital Management and author of the Complete Financial History of Berkshire Hathaway. We discuss the recent Berkshire Hathaway Annual Meeting, notably missing the presence of the late Charlie Munger. Adam shares insights on Munger's contributions to Berkshire, the compa…

1
Episode 126: Long- Term Care Planning (Part 10): Medicaid as A Funding Source 32:36

4M ago32:36

32:36

In this episode, Wade and Alex discuss Medicaid as a funding source for long-term care. They touch on the importance of Medicaid planning and the different rules and qualifications that vary from state to state. They also highlight the need for specialized elder law attorneys to navigate the complexities of Medicaid. Wade shares his personal experi…

1
Corey Hoffstein and Ben Hunt | PNL For a Purpose 59:05

3M ago59:05

59:05

On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we are providing two of our favorite interviews of the day with Corey Hoffstein and Ben Hunt. You can watch the full day of interviews or make a donation…

1
Episode 125: The Importance of Incorporating Long-Term Care Into Financial Planning with Jason Rizkallah 45:00

4M ago45:00

45:00

In this conversation, Alex, Wade, and Jason discuss the importance of incorporating long-term care into financial planning. They share a real-life example of a client who unexpectedly needed long-term care earlier than anticipated and how having a long-term care policy helped preserve their assets. They also discuss the different types of long-term…

1
Mike Green and Mike Taylor | PNL For a Purpose 56:55

4M ago56:55

56:55

On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we are providing two of our favorite interviews of the day with Mike Green and Mike Taylor. You can watch the full day of interviews or make a donation b…

1
Living Too Long is About More Than Just Money (Ep. 63) 31:59

4M ago31:59

31:59

We all may be getting a little obsessed with living longer. And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more! In this episode, Jack Martin explores how planning for a longer life journey transcends mere financial calculations and delves into emotio…

1
Cem Karsan and Andy Constan | PNL For A Purpose 58:25

4M ago58:25

58:25

On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we are providing two of our favorite interviews of the day with Cem Karsan and Andy Constan. You can watch the full day of interviews or make a donation …

1
Episode 124: Insights into Continuing Care Retirement Communities with Rob Cordeau 49:22

4M ago49:22

49:22

In this episode, Wade Pfau and Alex Murguia are joined by Rob Cordeau to discuss Continuing Care Retirement Communities (CCRCs). They provide an overview of what CCRCs are and how they relate to long-term care planning. They also explore how CCRCs can be an alternative to long-term care insurance and the different financing models for CCRCs. The co…

1
Show Us Your Portfolio: Jared Dillian 46:18

4M ago46:18

46:18

In this episode of Show Us Your Portfolio, Jared Dillian, author of the investment newsletter The Daily Dirt Nap and the book "No Worries: How to Live a Stress-Free Financial Life," discusses his personal investing philosophy and portfolio. Dillian advocates for a diversified approach that includes stocks, bonds, cash, gold, and real estate, which …

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