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!

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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

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More from Alex:

Retirement Researcher

Retire with Style Podcast

Today, I have the pleasure of welcoming Ph.D. Alex Murguia to the show. Alex is the CEO of Retirement Researcher and Managing Director of McLean Asset Management, an investment advisory firm based in Tysons, Virginia. He has been published in the New York Times, the Wall Street Journal, speaks at several financial conferences, and founded a financial planning software which helps retirees learn which retirement income strategies best fit their personalized style.

*this episode was recorded in video format: YouTube

On today's show, we discuss:

1) What actually is market volatility from an academic perspective?

2) What are some "market drivers" and is it worth trying to gauge them?

3) How much does the market move in absolute terms in order to our net gain or loss at the end of the year?

4) What are some biases we all have as investors (loss aversion, anchoring, survivorship, and action bias)?

*Take a complimentary RISA Assessment

Connect with Loren:

Share More & Get in Touch

Podcast Page

More from Alex:

Retirement Researcher

Retire with Style Podcast