078 Wade Pfau: Retirement Income Style Awareness
ฝัง
- เผยแพร่เมื่อ 24 ก.ค. 2024
- IN THIS EPISODE, THE ANNUITY MAN AND WADE PFAU DISCUSS:
- Success in retirement
- RISA - Retirement Income Style Awareness
- Funding long-term care
- Reverse mortgages and risk pooling
KEY TAKEAWAYS:
- Retirement doesn't only mean stopping work, it's about being able to do what you want.
- Three retirement strategies: Total return investment strategy, time segmentation or bucketing, or annuity and social security.
- These are the factors that determine which retirement strategy or style will work for you: probability-based or safety first; and optionality versus commitment.
- There is no ROI until you die, up until that point it’s a transfer of risk.
Retire to something, don’t retire from something.
"Retirement… doesn't have to mean just not working, it's about having financial independence to do what you want and be who you wanna be… it's about finding your passion and purpose. " - Wade Pfau
CONNECT WITH WADE PFAU:
Website: www.retirementresearcher.com | wpfau.blogspot.com/
LinkedIn: / wpfau
Twitter: / wadepfau
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FUN WITH ANNUITIES (r)
Great interview. There is no one I trust more than Wade Pfau.
Mind officially blown! Reverse mortgage has always been my doomsday strategy but to use it for sequence of returns risk mitigation is brilliant!!! I ordered Wade's book on Amazon and can't wait to read it. My sense is that this added tool will help me increase early-retirement spending while decreasing market risk and preserving legacy. Thank you!
That's great!
all of his books are worth it. a deep dive into 3 concepts and the 4th being a total picture version. amazing works
Excellent information
Glad it was helpful!
Don't buy Wade a "Bad Chicken Dinner" if you ever meet him personally.
30:21 unclear if Dr. Pfau was alarmed or fondly anticipating sitting on a couch with StAM in retirement, lol!