Principal at McLean Asset Management; Loyola University
Joined July 2015
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4 Oct 2017
I'm excited to support Wade Pfau's new book, How Much Can I Spend in Retirement? Learn more and get your copy here: bit.ly/2kj3X6u
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28 Oct 2019
McLean Asset Management is thrilled to announce that Jason Rizkallah has joined our team as a Lead Advisor! Read more about Jason here: qoo.ly/zzgy9q
4 Oct 2019
What role does technology play in your RIA firm? That's one thing that Alex Murguia and Paula Friedman, Managing Principals of McLean Asset Management, have realized set their firm apart and ahead of the rest. Read more about how MAMC is using this tech sa qoo.ly/zz3g72
19 Aug 2019
Wade was featured in Reverse Mortgage Daily. See how our current inverted yield curve might effect your reverse mortgage: qoo.ly/z9jku
9 Aug 2019
Join our exciting Retirement Income Style research group! Going on now through August 12th. qoo.ly/z34iz
6 Aug 2019
Join our exciting Retirement Income Style research group! Going on now through August 12th. qoo.ly/yz5ex
30 May 2019
Where should you start when trying to find a mortgage lender? Google may be the first answer for most of us. This week on Forbes, Wade reviews some key things to consider and ask when looking for the right lender for you: qoo.ly/xp97r
23 May 2019
As we continue to explore some of the possible risks that may come along with Reverse Mortgages, my article on Forbes this week goes over a few of the common themes in those complaints: qoo.ly/ximzh
15 May 2019
We know that FINRA's report entitled, “Reverse Mortgages: Avoiding a Reversal of Fortune” has evolved with recent research on the HECM program and it's effectiveness. This week on Forbes, let's look at FINRA's current stance on Reverse Mortgages: qoo.ly/xdfir
18 Apr 2019
Nasdaq just posted an article that discusses the popularly successful Target Date Fund. Dr Wade Pfau, Director of Retirement Research at McLean Asset Management, is mentioned for his research in comparing glide paths in retirement. Read more here: qoo.ly/wu4r2
9 Apr 2019
The American College of Financial Services just announced our very own, Dr. Wade Pfau has been appointed the Director of Retirement Income Certified Professional® (RICP®) Program. Congratulations, Wade! Read more about it here: qoo.ly/wnbf3
20 Mar 2019
The latest podcast from The Motley Fool features an interview with Wade Pfau about the validity of the 4% safe withdrawal rate in retirement. Listen to the interview here: qoo.ly/w7arx For more information on the CARE go to retirementresearcher.com
14 Jan 2019
We know that market volatility is a big topic of discussion right now. Wade Pfau, Director of Retirement Researcher, was just quoted in this NY Times piece called How to Dodge a Market Dip That Threatens Your Retirement. Read it here: qoo.ly/uqjga
20 Dec 2018
Hear McLean Asset Management's Director of Retirement Research Wade Pfau's thought in this Times article - This is How Much Money You Should Have in Stocks — at Every Age: qoo.ly/u7csq
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15 Mar 2018
What Does Spending Look Like In Poor, Great, And Average Retirement Conditions? - Retirement Researcher: bit.ly/2miaWbW