335: Unbiased Investment Advice and How to Filter Out Financial Media Noise with Bob French
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 19 December 2022
⏱️ 58 minutes
🧾️ Download transcript
Summary
Today, I'm talking to Bob French–one of the leading lights in the world of retirement research. Bob is the Director of Investment Analysis at McLean Asset Management, where he works directly with clients to help them understand how their investments fit in a broader picture.
Bob joined the team at Retirement Researcher, where he works with a couple of our favorite podcast guests, Wade Pfau and Alex Murguia. This 3-man team collaborates to deliver some of the best, unbiased insights and knowledge available today. His work in the field of retirement truly serves his readers and takes a genuinely academic approach that helps investors to reach their retirement goals.
In my conversation with Bob, we get into what a true retirement plan really looks like and why the types of investments matter a lot less than we think they do. We'll also discuss how you can cut through the noise from financial media outlets so you can build a retirement income plan with confidence and peace of mind, even in today's investing environment and much more!
In this podcast interview, you'll learn:
- Why retirement planning and investment planning are not the same thing.
- How Bob answers client questions about portfolio performance.
- Why the woeful state of financial media is Bob's biggest frustration with the industry.
- When to use buffer assets, reserve strategies, working capital strategies, and other financial tools as part of your retirement planning.
- How Bob and his family manage their finances and stay on the same page despite having opposite philosophies about money.
Show Notes: Howardbailey.com/335
Rate & Review the Podcast: RetireWithPurpose.com/review
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Transcript
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| 0:00.0 | Welcome to the Retire with Purpose podcast, a show designed to help retirees and free retirees |
| 0:11.8 | maximize their financial confidence. Casey Weed is the CEO and founder of Howard Bailey Financial. |
| 0:17.9 | With office locations in Indiana and Ohio and serving clients all across |
| 0:23.0 | the United States virtually, Howard Bailey was voted first place, best financial advisor in 2020, |
| 0:29.2 | 2021 and 2022. Casey is a certified financial planner and Wall Street Journal bestselling author. |
| 0:36.2 | He's your host on Retire with Purpose. |
| 0:39.3 | Hey, I'm Casey, and I believe in retirement strategies that are driven by meaning and purpose. |
| 0:46.1 | Join me this week and every week as we discuss thoughts and ideas with some of today's |
| 0:51.9 | foremost experts in the field of finance and retirement, as well as |
| 0:56.3 | as discussing trending topics that could impact your bottom line. These discussions can help |
| 1:01.2 | you make better financial decisions so you can live the lifestyle you've always imagined |
| 1:05.8 | and deserve. Welcome to the show. Today I'm talking to the show. |
| 1:17.4 | Today I'm talking to Bob French, one of the brightest leaders in the world of retirement research. |
| 1:18.0 | Bob is the director of investment analysis at McLean Asset Management, where he works |
| 1:22.4 | directly with clients to help them understand how their investments fit into a broader |
| 1:26.3 | picture. |
| 1:27.4 | Bob joined the team |
| 1:28.2 | at Retirement Researcher, where he works with a couple of our favorite podcast guests, Dr. Wade Fow |
| 1:32.9 | and Dr. Alex Mergea. This three-man team collaborates to deliver some of the best unbiased insights |
| 1:38.9 | and knowledge that's available out there today. His work in the field of retirement truly |
| 1:43.4 | serves as readers, |
| 1:44.6 | and he takes a genuinely academic approach. In my conversation with Bob, we get into what a true |
... |
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