Choosing Your Retirement Income Style and Top 5 Ways to Manage Market Volatility - 522

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 25 March 2025

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

What is your retirement income style? Dr. Wade Pfau, CFA, RICP®, is the co-founder of RISAprofile.com, providing investors with retirement income style awareness. He returns to Your Money, Your Wealth® today on podcast number 522 to talk about four different styles of retirement income, distribution planning and the four percent rule. Plus, what does Dr. Pfau think will happen with President Trump’s 2017 tax cuts, scheduled to sunset at the end of this year? What are Dr. Pfau’s thoughts on annuities as part of your retirement plan? Next, "Joe Anderson’s Top 5 Things" to help you manage the impact of all this market volatility on your portfolio. Also, Joe Anderson CFP® and Big Al Clopine, CPA spitball for "Al Bundy" in St. Louis: what withdrawal strategy makes sense for him, and what he should do with his IRA and 401(k) money?

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Timestamps:

00:00 - Intro: This Week on the YMYW Podcast

01:00 - Retirement Income Style, Tax Laws, and Annuities with Dr. Wade Pfau

16:39 - What's the Future of Your Social Security? Watch Last Week's YMYW Podcast & Subscribe on YouTube

17:08 - Joe Anderson’s Top 5 Things: How to Manage Market Volatility

26:27 - Learn to Escape These 11 Tax Traps and You'll Save in Retirement on YMYW TV, Download the Tax Planning Guide

27:13 - What Should I Do With My IRA and 401(k)? I'm 61 and Have $10M. (Al Bundy, St. Louis)

00:00 - YMYW Podcast Outro

Transcript

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0:00.0	What is your retirement income style? Dr. Wade Fowl, CFA, RICP, is the co-founder of Risaprofile.com,
0:07.7	providing investors with retirement income style awareness. He returns to Your Money, Your Wealth today on podcast number 522 to talk about four different styles of retirement income and distribution planning.
0:19.0	Plus, what does Dr. Fow think will happen with President
0:21.4	Trump's 2017 tax cuts scheduled to sunset at the end of this year? What are Dr. Fow's thoughts
0:26.8	on annuities as part of your retirement plan? Next up, Joe Anderson's top five things to help you
0:32.4	manage the impact of all this market volatility on your portfolio. Also, join Big Al's football for Al Bundy in St. Louis.
0:39.7	What withdrawal strategy makes sense for him and what should he do with his IRA in 401k money?
0:45.1	To ask your money questions and to get a retirement spitball analysis of your own,
0:49.1	click or tap Ask Joe and Big Al in the episode description and send in your deets.
0:52.8	I'm executive producer Andy Last with the hosts of Your Money, Your Wealth, Joe Anderson, CFP, and Big Al in the episode description and send in your deets. I'm executive producer Andy Last with the hosts of Your Money, Your Welp, Joe Anderson CFP and Big Al Clopline CPA.
1:00.0	We have Dr. Wade Fow on our podcast today. Wade, thank you so much for joining us.
1:04.9	Absolutely. It's my pleasure to be here.
1:06.5	I think you are one of the smartest people in our industry, and I can't believe you've taken
1:11.1	time to talk with us, so we really appreciate it.
1:14.2	So you are founder of RISA Profile.com.
1:18.2	You even have the sweatshirt.
1:19.8	Yeah, I'm wearing the swag today.
1:21.2	What is that?
1:22.5	So the RISA, it's the idea of retirement income style awareness, and it's really an effort
1:27.3	to help people when they're first starting to think about retiring.
1:30.8	There are many retirement strategies out there.
1:33.0	And I think it's really hard for people to even know the options or to sort through that.
	...

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