Hosted by Bob and Jason Dye, CFP®, QKA
Bond Ladders are reasonably straight forward – it’s just a series of individual bonds that pay out in sequence to fund (part of) your retirement income. At least, until you look under the hood and decide to use one in your own plan. But there is a straightforward process you can use to create your own bond ladder for reliable income in retirement.
In this workshop Bob and Jason will detail:
Step 1. You will receive an email invoice, and a confirmation email with a link to log in.
Step 2. Log in and explore the site, webinar replays, downloadable content, previous workshops, and upcoming workshops.
Step 3. This is a subscription product, so you will be automatically billed at your next billing interval.
If you choose an Annual subscription: Your initial fee will be charged at the end of your 7 day trial and your renewal fee will be charged annually after that. If you would like to avoid being automatically charged, please reach out to us to cancel before the end of your trial.
If you choose a Monthly subscription: Your first month fee will be charged at the end of your 7 day trial and your renewal fee will be charged monthly after that. Feel free to cancel anytime prior to your next monthly billing date.
We will email your access instructions immediately. Be sure to check your spam folder just in case, and remember, you can always reach out to us for assistance at community@retirementresearcher.com
You may cancel your subscription at any time before your next bill date from within your account settings, or by emailing us at community@retirementresearcher.com.
No, we are not offering refunds for membership subscriptions.
Sadly, the membership site is only available for purchase by individuals in the United States.
Jason manages the daily operations of the Employer Retirement Plans division of McLean, where he works closely with employers and retirement plan participants as their primary point of contact. His technical expertise and diverse background help him address questions and concerns in a way that is easily understood and avoids lingo or complex terminology.
Jason also oversees the firm’s Portfolio Management and Investment Operations Department. His responsibilities include helping to establish the firm’s investment policy, portfolio design, asset allocation decisions, and he also serves as a key member of McLean’s Investment Committee.
Prior to joining the team at McLean, Jason spent several years working with individuals and families to organize their financial lives. These experiences led him to join the retirement plan services group in a CPA wealth management firm. He worked with both participants and plan sponsors to educate them about retirement plans. Jason is passionate about empowering employees to take control of their financial lives and work toward a successful retirement.
Knowing I am able to make positive impacts in the lives of our clients. We have the opportunity to help small business owners reduce their liability and to help empower their employees to take control of their financial lives.
Being a husband and a father.
Bob is responsible for McLean’s investment strategy. In this role, he ensures that McLean stays at the cutting edge of financial innovation, and helps clients understand how to make the most of their investments within the broader framework of their retirement income plan.
Bob grew up around finance, and he started his career with Dimensional Fund Advisors. While there, he oversaw a data analysis program for financial advisors and helped them think through how to use data to illustrate their client discussions – including when not to use the numbers and focus on the intuition behind the numbers. Following Dimensional Fund Advisors, Bob joined inStream Solutions to help them develop one of the most complete financial planning analytics tools on the market.
Bob joined the McLean team to continue working to understand how investments fit in the broader retirement income paradigm, and to have a chance to work directly with clients to help them develop a more complete understanding of how everything fits together.
Bob grew up in Hanover, NH, and now lives in Portland, ME with his wife and two daughters.
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