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: RetireWithPurpose.com/335

Rate & Review the Podcast: RetireWithPurpose.com/review

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