Bogleheads® Conference 2023 - Wade Pfau Discusses Retirement Income Planning with Jim Dahle

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  • เผยแพร่เมื่อ 9 ก.ค. 2024
  • Jim Dahle interviews Wade Pfau about retirement income styles, retirement spending strategies, annuities, reverse mortgages, and more.
    Chapters:
    0:00 Introduction of Wade Pfau
    1:26 Industry conflicts of interest
    3:03 International safe withdrawal rates
    4:10 Two schools of thought about retirement income
    5:07 Dealing with Conflicts of Interest
    8:29 Decumulation phase as compared to accumulation phase
    12:25 Retirement income styles
    23:56 Sequence of returns risk
    28:18 Variable spending stratgies
    39:27 Annuities
    44:47 Whole life insurance
    50:55 Reverse mortgages
    Recorded on October 14, 2023.
    The complete Bogleheads 2023 Conference Proceedings can be found at boglecenter.net/2023conference/
    Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics.
    The Bogleheads University Courses can be found at boglecenter.net/bogleheads-un.... Slides and transcripts are also available.
    The John C. Bogle Center for Financial Literacy (boglecenter.net/) is a non-profit organization dedicated to improving financial literacy.
    The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial well-being through education and community.
    The Center envisions a world of well-informed, capable, and empowered investors.
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