In this episode of the Modern Financial Advisor Podcast, Steve Vecchione and Scott Schuebel of Statera Advisors and Statera Retirement join Mike Langford to share their innovative approach to retirement planning.
After watching or listening to this conversation, it might be hard for financial advisors not to wonder “Have I been using the wrong methodology for retirement planning all these years?”
Chapters
00:00 Introduction and Episode Overview
01:19 Meet the Guests: Steve Vecchione and Scott Schuebel
02:03 The Origin Story: How Steve and Scott Joined Forces
02:55 Challenging Conventional Retirement Planning
04:42 Developing a New Retirement Strategy
12:48 Addressing Retirement Risks
18:24 The Importance of Internal Rate of Return
26:14 Understanding Internal Rate of Return (IRR)
26:41 Time-Weighted Rate of Return (TWR) Explained
27:26 Comparing TWR and IRR in Portfolio Management
28:56 Impact of Market Conditions on Returns
30:20 Strategies for Retirement Planning
40:37 Purpose-Driven Dollar Concept
46:06 Balancing Risks for Optimal Returns
49:30 Conclusion and Final Thoughts
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