Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Episode 102: Practical Implementation of Time Segmentation with Rob Cordeau

Episode 102: Practical Implementation of Time Segmentation with Rob Cordeau

FromRetire With Style


Episode 102: Practical Implementation of Time Segmentation with Rob Cordeau

FromRetire With Style

ratings:
Length:
48 minutes
Released:
Nov 7, 2023
Format:
Podcast episode

Description

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?"
Released:
Nov 7, 2023
Format:
Podcast episode

Titles in the series (97)

The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement planning.