This is a quick impromptu episode where I hopped on the microphone after a couple of client meetings to share some thoughts. In the first half, I talk about the role of the advisor, specifically how it’s important for advisors to push back and challenge clients who have strong convictions regarding how to best invest their portfolio. At the end of the day, it’s the client’s money and they have the final say in how to invest, but I think it’s through this push-pull dynamic that we can arrive at the best answers.

In the second half of this episode, I share my screen to walk through our Retirement Risks Analysis, which is a complimentary service we offer prospective clients. This is a review of 15 retirement risks, each color-coordinated so you can quickly identify strengths and weaknesses in your planning. This process helps us mutually determine if there is a good fit for a working relationship, and gives us some specific areas to improve so we can hit the ground running.

I hope you enjoy this episode, and if you’d like your own Retirement Risks Analysis personalized to you and your situation, get started with the “Share More & Get in Touch” link below, or shoot us a quick email with “Retirement Risks Analysis” in the subject line.

*this episode was recorded in video format, so you'll get the most out of it by visiting our YouTube Page and watching there

Connect with Loren:

Share More & Get in Touch

Podcast Page

Email: hello@integrityguidance.com

On today's episode, Perry Ross, worship minister at Lutheran Church of Hope in West Des Moines, Iowa was kind enough to share his love of music with us all. Perry shares stories about how he got into music, how he came to his current position with Hope, and even answers some "off the cuff" listener questions that we received.

I hope you enjoy this relaxing, long-form interview with Perry Ross!

Connect with Loren:

Share More & Get in Touch

Podcast Page

I'm excited to share Part II of my conversation with Ph.D. Alex Murguia. Alex is a "go-to" expert when it comes to any finance-related topic, as he has a unique ability to combine an academic proficiency with humor and real-world experience. I hope you enjoy today's show, and don't forget to take advantage of completing your own RISA Assessment too!

*this episode was recorded in video format: YouTube

On today's show, we discuss:

1) Does our tolerance for market turbulence change throughout retirement?

2) Why is it so important to identify our "retirement income style" (and what are the 4 styles)?

3) Instead of unproductive behaviors like trying to time the market, what are some worthwhile steps we can take in retirement?

4) Why is it important to know your plan's "funded ratio," and what are some of the shortfalls of the more traditional approach called "probability of success?"

*Take a complimentary RISA Assessment

Connect with Loren:

Share More & Get in Touch

Podcast Page

More from Alex:

Retirement Researcher

Retire with Style Podcast