Effective Retirement Income Strategies: Securing Your Financial Future
151 بار بازدید -
4 ماه پیش
-
In episode 28 of the
In episode 28 of the Inspired Money Live Stream Podcast Series, we're joined by experts Wade Pfau, Colleen Jaconetti, David Blanchett, and Emily Guy Birken. Together, we explore retirement income strategies.
🕒 Timestamps 🕒
2:29 - Guest Introduction: Wade D. Pfau, PhD, CFA, RICP®
3:11 - Colleen Jaconetti, CPA, CFP® from Vanguard
3:35 - Introduction: David Blanchett, PhD, CFA, CFP®
4:26 - Emily Guy Birken: Finance Writer and Author
5:17 - Navigating Market Volatility for Retirees
6:32 - Emotional Stability and Avoiding Panic Selling
8:32 - Vanguard's Total Return vs. Income-Focused Strategy
9:25 - Dynamic Spending in Retirement Planning
11:03 - The Role of Annuities in Retirement Portfolios
14:43 - Medicare and Healthcare Planning in Retirement
16:13 - Challenges in Medicare and Healthcare Planning
17:15 - Overlooked Aspects of Medicare in Retirement Planning
18:30 - Addressing Medicare Complexities for Retirees
20:02 - Roth IRA Benefits for Medical Costs
20:36 - Tax Diversification Importance
21:05 - Budgeting for Healthcare in Retirement
22:15 - Real Estate Investment for Retirement Income
23:33 - Advocating Real Estate in Retirement Plans
24:25 - Importance of Asset Location and Withdrawal Order
27:13 - Real Estate's Role in Retirement Income Plan
29:22 - Decision Making on Downsizing and Reverse Mortgages
32:49 - Planning for Unexpected Retirement Costs
34:22 - Essential Components of a Financial Safety Net
36:20 - Role of Insurance in a Retiree's Safety Net
37:35 - Common Unforeseen Expenses and Preparation
40:00 - Importance of Risk Tolerance and Goals in Retirement Planning
40:50 - Role of Technology in Enhancing Retirement Planning
42:13 - Importance of Social Security in Retirement Planning
44:47 - Importance of Tax Planning in Retirement
46:50 - Importance of Accurate Retirement Planning Tools
48:59 - Strategies for Overspending Retirees
51:06 - Benefits of Digital Tools for Managing Retirement Finances
53:34 - Recap and Takeaways from the Discussion
🌟 Meet Our Esteemed Guest Panelists 🌟
Wade D. Pfau, PhD, CFA, RICP® is the professor at The American College of Financial Services and author of the "Retirement Planning Guidebook." As a partner at McLean Asset Management and Retirement Researcher, he puts his research on retirement income planning into practice with clients.
https://risaprofile.com
https://retirementresearcher.com
Colleen Jaconetti, CPA, CFP® from Vanguard brings her expertise in aligning short-term and long-term financial goals. She delves into the complexities of financial planning, discussing the nuanced balance between immediate needs and future aspirations.
http://vanguard.com
David Blanchett, PhD, CFA, CFP®, is a Managing Director and Head of Retirement Research for PGIM DC Solutions, where he pioneers innovative solutions to enhance retirement outcomes for investors. With over 100 published papers and numerous accolades from prestigious institutions, including the CFP Board and the Financial Analysts Journal, Blanchett is recognized as a leading authority in retirement planning and wealth management.
https://www.pgim.com/
Emily Guy Birken is a Plutus Award-winning finance writer known for her expertise in personal finance, with a knack for making complex topics understandable. As the author of five books, including "End Financial Stress Now", " Making Social Security Work For You", and "The Five Years Before You Retire."
https://emilyguybirken.com
#InspiredMoney #WadePfau #ColleenJaconetti #DavidBlanchett #EmilyGuyBirken #RetirementPlanning #FinancialFreedom #IncomeStrategies #RetirementIncome #WealthManagement #FinancialWellness #InvestmentTips #RetireeGuide #MedicareGuide #RealEstateRetirement #FinancialSafety #ModernRetiree #RetirementGoals #PensionPlanning #RetirementSavings #FinancialSecurity #RetirementAdvice #WealthBuilding #RetirementLife #FinancialLiteracy #RetirementReady #InspiredMoneyPodcast #InspiredMoneyLive #Eaglesvision
🎥🌍📢 Co-Creating Podcasting Experiences!
Creative Collaborative Media Design
Visit: https://eaglesvision.co.za/
Episode Credits:
Transmedia Producer: Bradley Jon Eaglefeather
Live Stream Editor: Bradley Jon Eaglefeather
Show & Segment Scripting / Edits: Bradley Jon Eaglefeather & Andy W
Animation and Design: Chad Lawrence
Web Work & Social Media: Bradley Jon Eaglefeather
✉️📧 Subscribe to Andy's email newsletter for investment insights and updates from the Runnymede investment team: https://www.runnymede.com/newsletter
🌐📱 LET'S CONNECT!
Facebook: Facebook: runnymedecap
Twitter: Twitter: RunnymedeCap
Twitter (Inspired Money): Twitter: inspiredmoneyfm
LinkedIn: LinkedIn: andywang888
Instagram (Inspired Money): Instagram: inspiredmoneyfm
🔖🌟 Remember to like, subscribe, and share the episode with your friends and family. Let's spread the inspiration and positive impact together! 🤝✨
🕒 Timestamps 🕒
2:29 - Guest Introduction: Wade D. Pfau, PhD, CFA, RICP®
3:11 - Colleen Jaconetti, CPA, CFP® from Vanguard
3:35 - Introduction: David Blanchett, PhD, CFA, CFP®
4:26 - Emily Guy Birken: Finance Writer and Author
5:17 - Navigating Market Volatility for Retirees
6:32 - Emotional Stability and Avoiding Panic Selling
8:32 - Vanguard's Total Return vs. Income-Focused Strategy
9:25 - Dynamic Spending in Retirement Planning
11:03 - The Role of Annuities in Retirement Portfolios
14:43 - Medicare and Healthcare Planning in Retirement
16:13 - Challenges in Medicare and Healthcare Planning
17:15 - Overlooked Aspects of Medicare in Retirement Planning
18:30 - Addressing Medicare Complexities for Retirees
20:02 - Roth IRA Benefits for Medical Costs
20:36 - Tax Diversification Importance
21:05 - Budgeting for Healthcare in Retirement
22:15 - Real Estate Investment for Retirement Income
23:33 - Advocating Real Estate in Retirement Plans
24:25 - Importance of Asset Location and Withdrawal Order
27:13 - Real Estate's Role in Retirement Income Plan
29:22 - Decision Making on Downsizing and Reverse Mortgages
32:49 - Planning for Unexpected Retirement Costs
34:22 - Essential Components of a Financial Safety Net
36:20 - Role of Insurance in a Retiree's Safety Net
37:35 - Common Unforeseen Expenses and Preparation
40:00 - Importance of Risk Tolerance and Goals in Retirement Planning
40:50 - Role of Technology in Enhancing Retirement Planning
42:13 - Importance of Social Security in Retirement Planning
44:47 - Importance of Tax Planning in Retirement
46:50 - Importance of Accurate Retirement Planning Tools
48:59 - Strategies for Overspending Retirees
51:06 - Benefits of Digital Tools for Managing Retirement Finances
53:34 - Recap and Takeaways from the Discussion
🌟 Meet Our Esteemed Guest Panelists 🌟
Wade D. Pfau, PhD, CFA, RICP® is the professor at The American College of Financial Services and author of the "Retirement Planning Guidebook." As a partner at McLean Asset Management and Retirement Researcher, he puts his research on retirement income planning into practice with clients.
https://risaprofile.com
https://retirementresearcher.com
Colleen Jaconetti, CPA, CFP® from Vanguard brings her expertise in aligning short-term and long-term financial goals. She delves into the complexities of financial planning, discussing the nuanced balance between immediate needs and future aspirations.
http://vanguard.com
David Blanchett, PhD, CFA, CFP®, is a Managing Director and Head of Retirement Research for PGIM DC Solutions, where he pioneers innovative solutions to enhance retirement outcomes for investors. With over 100 published papers and numerous accolades from prestigious institutions, including the CFP Board and the Financial Analysts Journal, Blanchett is recognized as a leading authority in retirement planning and wealth management.
https://www.pgim.com/
Emily Guy Birken is a Plutus Award-winning finance writer known for her expertise in personal finance, with a knack for making complex topics understandable. As the author of five books, including "End Financial Stress Now", " Making Social Security Work For You", and "The Five Years Before You Retire."
https://emilyguybirken.com
#InspiredMoney #WadePfau #ColleenJaconetti #DavidBlanchett #EmilyGuyBirken #RetirementPlanning #FinancialFreedom #IncomeStrategies #RetirementIncome #WealthManagement #FinancialWellness #InvestmentTips #RetireeGuide #MedicareGuide #RealEstateRetirement #FinancialSafety #ModernRetiree #RetirementGoals #PensionPlanning #RetirementSavings #FinancialSecurity #RetirementAdvice #WealthBuilding #RetirementLife #FinancialLiteracy #RetirementReady #InspiredMoneyPodcast #InspiredMoneyLive #Eaglesvision
🎥🌍📢 Co-Creating Podcasting Experiences!
Creative Collaborative Media Design
Visit: https://eaglesvision.co.za/
Episode Credits:
Transmedia Producer: Bradley Jon Eaglefeather
Live Stream Editor: Bradley Jon Eaglefeather
Show & Segment Scripting / Edits: Bradley Jon Eaglefeather & Andy W
Animation and Design: Chad Lawrence
Web Work & Social Media: Bradley Jon Eaglefeather
✉️📧 Subscribe to Andy's email newsletter for investment insights and updates from the Runnymede investment team: https://www.runnymede.com/newsletter
🌐📱 LET'S CONNECT!
Facebook: Facebook: runnymedecap
Twitter: Twitter: RunnymedeCap
Twitter (Inspired Money): Twitter: inspiredmoneyfm
LinkedIn: LinkedIn: andywang888
Instagram (Inspired Money): Instagram: inspiredmoneyfm
🔖🌟 Remember to like, subscribe, and share the episode with your friends and family. Let's spread the inspiration and positive impact together! 🤝✨
4 ماه پیش
در تاریخ 1403/01/08 منتشر شده
است.
151
بـار بازدید شده