Shows
Safe Money Radio with Brad PistoleInterviewing 4 of America's TOP Retirement Experts!The world's foremost retirement planning experts reveal game-changing strategies that could transform your financial future in this extraordinary episode recorded at the American College of Financial Services' inaugural Horizons Conference. After attending financial conferences for over 17 years, I've never experienced anything like this gathering of retirement planning luminaries. In this first installment of a special two-part series, I sit down with four distinguished guests whose research shapes how Americans approach retirement security.Dr. Wade Pfau introduces the Retirement Income Style Awareness (RISA) assessment, a groundbreaking tool that matches retirement strategies to psychological preferences. He walks u...2025-03-2138 minSafe Money Radio with Brad PistoleRetirement Planning Books you MUST READ (In 2025)The episode focuses on the transformative power of essential reading for financial security and personal growth. It explores must-read books that provide insights into successful retirement planning, investment strategies, and the importance of mindset in navigating financial challenges. • Importance of preparing for market downturns • Personal journey from financial struggle to success • Key takeaways from "Don't Worry, Retire Happy" by Tom Hegna • Insights from "The Retirement Savings Time Bomb" by Ed Slott • Comprehensive advice from Dr. Wade Pfau's works on retirement planning • The significance of journaling for reflection and growth • Strategies for managing investments...2024-12-2654 minSafe Money Radio with Brad PistoleUnlocking the Power of Indexed Annuities: Insider Tips with Sheryl MooreDiscover the essential keys to a secure retirement with Sheryl Moore, a standout expert in the realm of indexed annuities, as she joins us on Safe Money Radio. With over 25 years of industry experience, Sheryl's journey from her early days at an insurance company to founding her own market research firm is nothing short of inspiring. Her commitment to educating consumers and advocating for accurate media reporting on financial products forms the backbone of our discussion. Cheryl’s new book, lauded by financial heavyweights like Dr. David Blanchett and Dr. Wade Pfau, promises to be a game-changer for those se...2024-11-2054 minSafe Money Radio with Brad PistoleUnlocking Financial Security in Retirement: Expert Strategies with Tom Hegna & Ed SlottUnlock the secrets to financial security in retirement as we navigate the complexities of today's unpredictable market. With the combined wisdom of financial experts like Ed Slott, Tom Hegna, and Dr. Wade Pfau, we explore essential strategies for safeguarding your future. From maximizing Social Security benefits to leveraging annuities for guaranteed income, this episode promises to arm you with the knowledge needed to protect your retirement portfolio against market downturns and rising inflation.Join us for an enlightening conversation with esteemed economist Tom Hegna as he shares his insights on incorporating annuities into your retirement income strategy...2024-10-1854 minSafe Money Radio with Brad PistoleReal-Life Lessons for Modern Retirement SuccessEver wondered how Wall Street's turbulence can ripple into your retirement nest egg? Join me, Brad Pistole, as I shed light on the uncertainties of modern retirement planning. From the alarming resurgence of market fears impacting your 401ks and 403bs, to the critical role of Social Security, Medicare, annuities, life insurance, and tax strategies, you'll gain invaluable insights to fortify your financial future. Hear compelling stories from real clients that drive home the importance of continuous education and meticulous preparation for a secure retirement.Life moves fast, and so do the transitions from working years to retirement...2024-09-1354 minSafe Money Radio with Brad PistoleProtect Your Retirement: Proven Strategies for Minimizing Risks and Maximizing IncomeImagine facing retirement without the fear of losing your hard-earned savings. That's the promise we make in this episode of Safe Money Radio with Brad Pistole. As the market experiences renewed volatility, we break down essential strategies to protect your 401ks and 403bs from extreme downturns. Brad, a seasoned financial advisor, shares his 15 years of expertise and introduces you to the concept of asset protection and income planning. We invite you to understand the importance of a "don't lose money" strategy that can safeguard your financial future.What if you could avoid the catastrophic "quadruple whammy" that...2024-08-1054 minSafe Money Radio with Brad PistoleMUST LEARN: Retirement's Biggest HIDDEN TAXJoined by dynamic duo Paul Morrison and Mark Annese from IRMAA Certified Planner, we dissect the hidden traps of Medicare Surcharge taxes (IRMAA) and how they can sabotage your retirement. Lock arms with us as we furnish you with battle-tested strategies to shield your hard-earned dollars from the taxman's clutches and ensure you keep more of what you make.Are you IRMAA-aware? If not, it's time to get schooled on the Income-Related Monthly Adjustment Amounts that could nibble away at your Social Security and inflate Medicare costs. Paul, Mark, and Brad will walk you through the critical...2024-05-1454 minSafe Money Radio with Brad PistoleDR. WADE PFAU: Strategic Retirement PlanningGet ready to turn the tables on market fears and secure your golden years! Join Brad Pistole, and the acclaimed Dr. Wade Pfau, as we unravel the mystery behind safeguarding your retirement income. Imagine a world where your 401(k) is more than just a number subject to Wall Street's whims. That's the reality we're bringing you, as we discuss the golden rules of investment and how to create a bulletproof retirement plan, tailored to your personal financial style with the innovative Retirement Income Style Awareness tool.We're shifting the spotlight onto an often-neglected hero of retirement assets...2024-03-0754 minSafe Money Radio with Brad PistoleDr Wade Pfau's Research on Retirement Income PlanningBrad shares stories about an industry leading expert, Dr. Wade Pfau, and his what his lifelong commitment to retirement income research says. Send us a text2024-02-1554 minSafe Money Radio with Brad PistoleDR. WADE PFAU - The Benefit of Owning AnnuitiesDr. Wade Pfau joins Brad on Safe Money Radio for the second time. In this episode, Brad and Wade talk about: The Importance of Guaranteed IncomeThe Benefits of Owning Fixed Indexed Annuities Bonds vs. Annuities - who wins?How Much you Can Spend in Retirement & Why You Should Work With a SpecialistIf something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current ret...2023-07-1954 min
Personal Finance for Long-Term Investors - The Best InterestChoosing FI, with Brad Barrett - E54Today, we explore the concept of FIRE, a community of individuals dedicated to the principles of achieving financial independence and early retirement. Jesse plays devil’s advocate against FIRE, dives into the nuance of the 4% rule (a widely misunderstood concept in the FIRE community), and demonstrates how to shape financial independence to work for your personal goals. Then, Brad Barrett, the host of the popular personal finance podcast Choose FI, joins Jesse to cover the objective numbers when it comes to achieving financial independence before traditional retirement and why pursuing financial indep...2023-05-101h 17Safe Money Radio with Brad PistoleSPECIAL GUEST - Dr. Wade Pfau joins SMRWade D. Pfau, PhD, is Professor of Retirement Income in the PhD in Financial and Retirement Planning program, Co-Director of the American College Center for Retirement Income, and RICP® program director at The American College of Financial Services. Wade joins today's show to talk about 'Safety First Retirement Planning', the different ways to create an income plan for retirement, and the RISA™ (Retirement Income Style Awareness) assessment for those who are nearing retirement. If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad...2023-02-1554 min
Every Day is Saturday16. The 3 Biggest Risks in Retirement, Part Two – Withdrawal Rate RiskDo you know what your safe withdrawal rate risk is? We’ve got you covered! In this episode, Brad Gotto and Matt Stahl discuss another one of the three biggest risks of retirement, withdrawal rate risk. We dive into what the existing rates are and the risks associated with that. Brad and Matt discuss: The safe withdrawal rate of ‘The 4% Rule’ according to William Bengen The safe withdrawal rate of 2.4% as of March 2020 according to Wade Pfau The way we address withdrawal rate risk And more Connect With Fiat Wealth Manageme...2021-11-2427 min