Through expert interviews and conversation, we aim to help families flourish in their long-term financial decision-making. To that end, we discuss the wide array of issues that influence successful financial planning, from building a family’s knowledge about investing, tax management and estate planning to living a healthy and active life with ageing. 


Latest episodes

Retirement Research with Wade Pfau

June 2022

Join us as we welcome Wade Pfau the program director of the Retirement Income Certified Professional® to discuss his work as a retirement researcher and how evolving retirement research can impact investors.

Topics include:

•     The evolution of retirement planning and research

•     Traditional financial plans that model out a 30 or 40 year retirement

•     Comparing the risk of underspending in retirement to longevity risk

•     Help for retirees approaching end-of-life or long-term care costs

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