Working With a Financial Advisor: The Who, What, When, Why, and How of Advisors

Hosted by Jessica Wunder, CFP®, RICP®, CRPC®, Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, and Jason Rizkallah, CFP®, RICP®

Full Access – only $99!

Workshop Instructor

Financial Advisors can be a great resource. They can help you put your retirement plan in place, implement it, and then help you stay on track with the plan. But to have a successful experience you need to find the right one for you – and they aren’t for everyone.

In this workshop, we’ll be joined by three financial advisors (Jessica Wunder, CFP®, RICP®, CRPC®, Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®, and Jason Rizkallah, CFP®, RICP®) from our sister firm, McLean Asset Management, to talk through the process of working with an advisor.

During this workshop they will detail:

  • When (and if) you should look for some help
  • How to make sure you are getting the right type of advice
  • The process to find the right advisor for you – and the questions you should be asking
  • What to expect when working with your advisor
  • How to have the best experience possible

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Academy Campus Tour

The Retirement Researcher Academy’s virtual campus is your launchpad to everything the academy has to offer!

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.

Well, really this is for anyone who is planning their own retirement. It’s focused on people who are saying 5 to 10 years on either side, but this same information is important to anyone who is planning for their own retirement.
Yes, Retirement Researcher Academy member, you will keep your membership price, as long as you do not cancel.
What you learn as a member of the Retirement Researcher Academy can help you act as your own second opinion to ensure that your advisor is providing sound recommendations and implementing those recommendations appropriately. This will give you even more Peace of Mind that you are on the right path.

No, we are not offering refunds for membership subscriptions.

Sadly, the membership site is only available for purchase by individuals in the United States.

Frequently Asked Questions

The testimonials appearing on this page are not representative of all client opinions of Retirement Researcher or the Retirement Researcher Academy. Client experiences can and likely will vary from the experiences reflected herein. Retirement Researcher does not provide direct or indirect compensation in exchange for the testimonials shown. As such, it is not expected that material conflicts of interest arise with respect to the testimonial providers. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.

Jason Rizkallah joined McLean in 2019. With over a decade of experience advising clients through all aspects of their financial life, Jason specializes in holistic financial planning and prudent investment selection to help his clients achieve their long-term financial goals.  A strong believer in putting the client first, Jason embodies the philosophy that McLean values with all client relationships. Jason has been a practicing CFP since 2014. As a CFP, he ensures that his client’s interests are at the forefront of every interaction. At McLean, Jason will partner with you to create your financial plan, provide guidance on how to properly invest according to your specific risk tolerance and objectives, and ensure you are on track to achieve your financial and life goals.

Education

  • B.A. in Economics from the University of Maryland, College Park

Professional Designations and Associations

  • CERTIFIED FINANCIAL PLANNER™
  • Retirement Income Certified Professional®
  • FINRA/NASD Series 7 and 66
  • Maryland Insurance License
  • Member, University of Maryland, College Park Alumni Association

Greatest Professional Satisfaction

I am fortunate to be a part of a team of professionals whose mission, like mine, is to ensure individuals achieve a successful and fulfilling retirement.

Greatest Personal Satisfaction

My greatest satisfaction stems from being a father to my son. Watching him grow and experience the world is an amazing adventure, for him and me. In my spare time, I enjoy fishing and traveling. 

Brian joined McLean to work alongside like-minded professionals who want to provide financial freedom and confidence to highly accomplished people.

After retiring from his professional baseball career, having pitched in both the minor and major leagues, Brian was drawn to the financial planning field. While working as an athlete, Brian had professionals overseeing his financial life, and he saw first-hand how that provided peace of mind. He realized how much he valued the quality advice he received and decided to follow a similar path for his post-baseball career. His experiences in baseball and passion for personal finance give Brian a unique perspective and skill set that very few advisors possess.

Brian set out to deliberately and methodically become educated on how to create and grow wealth and access it properly to fund a fulfilling retirement that lasts decades. His academic path led him to The American College of Financial Services, where he was taught by one of McLean’s Principals, Wade Pfau. Brian earned his Master of Science in Financial Services from The American College of Financial Services and has obtained several of the industry’s most revered designations since he began his career.

When an opportunity to join McLean presented itself, Brian jumped at the chance to work on the front lines of retirement income planning with some of the top thought leaders in the industry. It has been one of the best decisions he has made professionally.

When he is not ‘nerding out’ to the latest retirement planning insights, Brian loves a great round of golf, Crimson Tide football, and spending quality time with his wife Jenny and their three incredible children.

Education

  • Master of Science in Financial Services, The American College of Financial Services

Professional Certifications & Associations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Retirement Income Certified Professional® (RICP®)
  • Chartered Life Underwriter (CLU®)
  • Accredited Estate Planner (AEP®)

Greatest Professional Satisfaction

Being able to sit across from a client and reveal that their hard work and the strategies we employed have gotten them to the point that their ideal retirement lifestyle is within reach.

Greatest Personal Satisfaction

Watching my children work through issues and then seeing the joy on their faces when they figure out a solution and thrive.

Jessica provides wealth management to high-net-worth individuals and families to help them achieve their financial goals. Dedicated to supporting her clients’ financial independence, she plays the role of coordinator for all internal and external team members, making sure plans are on track and viable.

Prior to joining McLean, Jessica was a Vice President, Financial Consultant at Charles Schwab and before that a Financial Advisor at Smith Barney (formerly Legg Mason). Jessica serves as Chair on the Board of Directors of the Parkinson Foundation of the National Capital Area.

Education

  • B.A. Loyola University

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™
  • RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • FINRA/NASD Series 7 and 66
  • Virginia Insurance License

Professional Affiliations

  • Chair of the Board of Parkinson Foundation of the National Capital Area: July 2022- Present
  • Vice Chair of the Board of Parkinson Foundation of the National Capital Area: June 2020- June 2022

Professional Recognition

  • AdvisorHub “50 Women Advisors to Watch” – 2023
  • Northern Virginia Magazine’s 2022 Top Financial Professionals list
  • Northern Virginia Magazine’s 2021 Top Financial Professionals list
  • Northern Virginia Magazine’s 2015 Top Financial Professionals list
  • Northern Virginia Magazine’s 2014 Top Financial Professionals list

Total Return

How to Create Your Retirement Income Plan

Designing Your Asset Allocation

Sustainable Spending from Investments Main Page

Ongoing Investment Management Main Page

Why The Markets Work Main Page

Risk Wrap

How to Create Your Retirement Income Plan

Understanding and Interpreting Annuities and Annuity Contracts Main Page

Annuities and Risk Pooling

Designing Your Asset Allocation

Sustainable Spending from Investments Main Page

Time Segmentation

How to Create Your Retirement Income Plan

Designing and Implementing Your Bond Ladder Main Page

Understanding and Using Time Segmentation Strategies Main Page

How Do Bonds Work? Making Sense Of Bond Returns

Managing Inflation In Your Retirement Income Plan

Income Protection

How to Create Your Retirement Income Plan

Understanding and Interpreting Annuities and Annuity Contracts Main Page

Annuities and Risk Pooling

Developing a Social Security Claiming Strategy Main Page

Managing Inflation In Your Retirement Income Plan

Creating Your Retirement Plan

How to Create Your Retirement Income Plan

Making the Most of Your Charitable Donations: Understanding Charitable Giving Strategies and Your Retirement Plan

Medicare Decisions and Health Expenses for Retirees 2024

Long-Term Care Planning Main Page

Developing a Social Security Claiming Strategy Main Page

Understanding Retirement Expense Dynamics: Expense Categories and Risks

Living in Retirement

The Vanishing Work – Retirement Threshold

On Your Own in Retirement: Special Considerations for Singles, Divorcees and Widows

Family Dynamics and Your Retirement Plan – At the Intersection of Love and Money

Optimizing Your Other Portfolio: Maximizing Returns from Your New Time Affluence in Retirement

Housing Decisions for Retirement Main Page

Non Financial Side of Retirement Main Page

Health in Retirement

Long-Term Care Planning Main Page

How to Manage the Physical, Behavioral, and Mental Health Risks to Your Retirement

Medicare Decisions and Health Expenses for Retirees 2024

Health Risk in Retirement: How to Think About It and What to Do About It

Investment Deep Dive

Why The Markets Work Main Page

Taming the Factor Zoo – Making Sense of Investment Risk Factors

Designing Your Asset Allocation

Sustainable Spending from Investments Main Page

How Do Bonds Work? Making Sense Of Bond Returns

Understanding and Using ESG Investments

Factor Investing: Research and Practice Main Page

Ongoing Investment Management Main Page

Finding the Right Balance on Rebalancing

Retirement Income Challenge

RIC – DAY 1

RIC – DAY 2

RIC – DAY 3

RIC – DAY 4